The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 20,931 | 342,789 | SH | SOLE | 0 | 342,789 | 0 | 0 | |
AOL INC | COM | 00184X105 | 68,198 | 1,713,947 | SH | SOLE | 0 | 1,713,947 | 0 | 0 | |
AOL INC | COM | 00184X105 | 15,880 | 399,100 | SH | Call | SOLE | 0 | 399,100 | 0 | 0 |
APPLE INC | COM | 037833100 | 32,386 | 348,494 | SH | SOLE | 0 | 348,494 | 0 | 0 | |
APPLE INC | COM | 037833100 | 53,100 | 571,400 | SH | Call | SOLE | 0 | 571,400 | 0 | 0 |
ARISTA NETWORKS INC | COM | 040413106 | 2,496 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 77,306 | 1,371,158 | SH | SOLE | 0 | 1,371,158 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 25,771 | 457,100 | SH | Call | SOLE | 0 | 457,100 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 41,709 | 776,989 | SH | SOLE | 0 | 776,989 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 35,024 | 1,514,216 | SH | SOLE | 0 | 1,514,216 | 0 | 0 | |
CONCUR TECHNOLOGIES INC | COM | 206708109 | 53,327 | 571,316 | SH | SOLE | 0 | 571,316 | 0 | 0 | |
CRITEO S A | SPONS ADS | 226718104 | 40,697 | 1,205,133 | SH | SOLE | 0 | 1,205,133 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 68,654 | 1,913,981 | SH | SOLE | 0 | 1,913,981 | 0 | 0 | |
EXPEDIA INC DEL | COM NEW | 30212P303 | 45,003 | 571,400 | SH | Put | SOLE | 0 | 571,400 | 0 | 0 |
EXPEDIA INC DEL | COM NEW | 30212P303 | 89,097 | 1,131,245 | SH | SOLE | 0 | 1,131,245 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 54,111 | 485,560 | SH | SOLE | 0 | 485,560 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 50,939 | 457,100 | SH | Call | SOLE | 0 | 457,100 | 0 | 0 |
FLEXTRONICS INTL LTD | ORD | Y2573F102 | 12,017 | 1,085,542 | SH | SOLE | 0 | 1,085,542 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 66,044 | 2,628,112 | SH | SOLE | 0 | 2,628,112 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 15,797 | 628,600 | SH | Call | SOLE | 0 | 628,600 | 0 | 0 |
GAMESTOP CORP NEW | CL A | 36467W109 | 30,017 | 741,700 | SH | Put | SOLE | 0 | 741,700 | 0 | 0 |
INFOSYS LTD | SPONSORED ADR | 456788108 | 24,541 | 456,400 | SH | Put | SOLE | 0 | 456,400 | 0 | 0 |
INTUIT | COM | 461202103 | 59,810 | 742,699 | SH | SOLE | 0 | 742,699 | 0 | 0 | |
JUNIPER NETWORKS INC | COM | 48203R104 | 54,118 | 2,205,279 | SH | SOLE | 0 | 2,205,279 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 42,794 | 97,127 | SH | SOLE | 0 | 97,127 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 42,738 | 97,000 | SH | Put | SOLE | 0 | 97,000 | 0 | 0 |
NOKIA CORP | SPONSORED ADR | 654902204 | 7,515 | 994,089 | SH | SOLE | 0 | 994,089 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 6,404 | 217,100 | SH | SOLE | 0 | 217,100 | 0 | 0 | |
PRICELINE GRP INC | COM NEW | 741503403 | 27,428 | 22,800 | SH | Put | SOLE | 0 | 22,800 | 0 | 0 |
RED HAT INC | COM | 756577102 | 31,893 | 577,035 | SH | SOLE | 0 | 577,035 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 68,026 | 1,171,241 | SH | SOLE | 0 | 1,171,241 | 0 | 0 | |
SPRINT CORP | COM SER 1 | 85207U105 | 24,371 | 2,857,100 | SH | Put | SOLE | 0 | 2,857,100 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 59,573 | 2,785,100 | SH | Put | SOLE | 0 | 2,785,100 | 0 | 0 |
TERADYNE INC | COM | 880770102 | 54,645 | 2,788,021 | SH | SOLE | 0 | 2,788,021 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 26,787 | 1,366,700 | SH | Call | SOLE | 0 | 1,366,700 | 0 | 0 |
TIME WARNER CABLE INC | COM | 88732J207 | 67,324 | 457,053 | SH | SOLE | 0 | 457,053 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 73,181 | 2,176,713 | SH | SOLE | 0 | 2,176,713 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 57,551 | 1,711,800 | SH | Call | SOLE | 0 | 1,711,800 | 0 | 0 |
TRIPADVISOR INC | COM | 896945201 | 44,079 | 405,662 | SH | SOLE | 0 | 405,662 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 53,396 | 491,400 | SH | Put | SOLE | 0 | 491,400 | 0 | 0 |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 67,914 | 1,932,109 | SH | SOLE | 0 | 1,932,109 | 0 | 0 | |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 43,185 | 1,228,600 | SH | Call | SOLE | 0 | 1,228,600 | 0 | 0 |
TWITTER INC | COM | 90184L102 | 42,142 | 1,028,600 | SH | Put | SOLE | 0 | 1,028,600 | 0 | 0 |
VEECO INSTRS INC DEL | COM | 922417100 | 12,774 | 342,837 | SH | SOLE | 0 | 342,837 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 76,989 | 834,120 | SH | SOLE | 0 | 834,120 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 52,740 | 571,400 | SH | Call | SOLE | 0 | 571,400 | 0 | 0 |
YELP INC | CL A | 985817105 | 24,093 | 314,200 | SH | Put | SOLE | 0 | 314,200 | 0 | 0 |
ZENDESK INC | COM | 98936J101 | 4,584 | 263,738 | SH | SOLE | 0 | 263,738 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 20,174 | 6,284,869 | SH | SOLE | 0 | 6,284,869 | 0 | 0 |