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 | 26,386 | 441,239 | SH | SOLE | 0 | 441,239 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 15,982 | 179,875 | SH | SOLE | 0 | 179,875 | 0 | 0 | |
APPLE INC | COM | 037833100 | 54,263 | 538,593 | SH | SOLE | 0 | 538,593 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 94,628 | 1,717,382 | SH | SOLE | 0 | 1,717,382 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 25,186 | 457,100 | SH | Call | SOLE | 0 | 457,100 | 0 | 0 |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 76,255 | 876,491 | SH | SOLE | 0 | 876,491 | 0 | 0 | |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 54,819 | 630,100 | SH | Put | SOLE | 0 | 630,100 | 0 | 0 |
BEST BUY INC | COM | 086516101 | 14,413 | 429,100 | SH | Put | SOLE | 0 | 429,100 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 41,066 | 1,717,538 | SH | SOLE | 0 | 1,717,538 | 0 | 0 | |
CONCUR TECHNOLOGIES INC | COM | 206708109 | 72,606 | 572,513 | SH | SOLE | 0 | 572,513 | 0 | 0 | |
CRITEO S A | SPONS ADS | 226718104 | 55,510 | 1,649,638 | SH | SOLE | 0 | 1,649,638 | 0 | 0 | |
EBAY INC | COM | 278642103 | 77,883 | 1,375,300 | SH | Call | SOLE | 0 | 1,375,300 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 62,827 | 1,764,295 | SH | SOLE | 0 | 1,764,295 | 0 | 0 | |
EXPEDIA INC DEL | COM NEW | 30212P303 | 48,152 | 549,555 | SH | SOLE | 0 | 549,555 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 33,979 | 286,159 | SH | SOLE | 0 | 286,159 | 0 | 0 | |
FLEXTRONICS INTL LTD | ORD | Y2573F102 | 33,149 | 3,212,091 | SH | SOLE | 0 | 3,212,091 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 67,983 | 2,690,810 | SH | SOLE | 0 | 2,690,810 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 15,882 | 628,600 | SH | Call | SOLE | 0 | 628,600 | 0 | 0 |
GAMESTOP CORP NEW | CL A | 36467W109 | 30,558 | 741,700 | SH | Put | SOLE | 0 | 741,700 | 0 | 0 |
GOPRO INC | CL A | 38268T103 | 37,583 | 401,100 | SH | Call | SOLE | 0 | 401,100 | 0 | 0 |
GROUPON INC | COM CL A | 399473107 | 7,650 | 1,145,200 | SH | Put | SOLE | 0 | 1,145,200 | 0 | 0 |
INTUIT | COM | 461202103 | 60,217 | 687,015 | SH | SOLE | 0 | 687,015 | 0 | 0 | |
JUNIPER NETWORKS INC | COM | 48203R104 | 17,878 | 807,145 | SH | SOLE | 0 | 807,145 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 27,480 | 802,100 | SH | Put | SOLE | 0 | 802,100 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 56,894 | 126,100 | SH | Call | SOLE | 0 | 126,100 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 64,331 | 2,662,705 | SH | SOLE | 0 | 2,662,705 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 17,985 | 744,400 | SH | Call | SOLE | 0 | 744,400 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 57,076 | 49,264 | SH | SOLE | 0 | 49,264 | 0 | 0 | |
QLIK TECHNOLOGIES INC | COM | 74733T105 | 15,943 | 589,604 | SH | SOLE | 0 | 589,604 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 67,049 | 1,194,097 | SH | SOLE | 0 | 1,194,097 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 32,174 | 573,000 | SH | Call | SOLE | 0 | 573,000 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 59,288 | 1,030,550 | SH | SOLE | 0 | 1,030,550 | 0 | 0 | |
SPRINT CORP | COM SER 1 | 85207U105 | 14,517 | 2,289,700 | SH | Put | SOLE | 0 | 2,289,700 | 0 | 0 |
TERADYNE INC | COM | 880770102 | 46,424 | 2,394,248 | SH | SOLE | 0 | 2,394,248 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 11,103 | 572,600 | SH | Call | SOLE | 0 | 572,600 | 0 | 0 |
TIME WARNER CABLE INC | COM | 88732J207 | 106,795 | 744,267 | SH | SOLE | 0 | 744,267 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 69,906 | 2,421,395 | SH | SOLE | 0 | 2,421,395 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 30,353 | 332,012 | SH | SOLE | 0 | 332,012 | 0 | 0 | |
TRUECAR INC | COM | 89785L107 | 23,439 | 1,305,784 | SH | SOLE | 0 | 1,305,784 | 0 | 0 | |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 101,095 | 2,948,235 | SH | SOLE | 0 | 2,948,235 | 0 | 0 | |
VERIFONE SYS INC | COM | 92342Y109 | 36,833 | 1,071,355 | SH | SOLE | 0 | 1,071,355 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 74,107 | 761,479 | SH | SOLE | 0 | 761,479 | 0 | 0 | |
YAHOO INC | COM | 984332106 | 90,854 | 2,229,539 | SH | SOLE | 0 | 2,229,539 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 34,015 | 12,598,074 | SH | SOLE | 0 | 12,598,074 | 0 | 0 |