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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 66,879 | 2,165,068 | SH | SOLE | 0 | 2,165,068 | 0 | 0 | |
APPLE INC | COM | 037833100 | 34,943 | 316,800 | SH | Call | SOLE | 0 | 316,800 | 0 | 0 |
APPLE INC | COM | 037833100 | 19,416 | 176,032 | SH | SOLE | 0 | 176,032 | 0 | 0 | |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 91,686 | 733,427 | SH | SOLE | 0 | 733,427 | 0 | 0 | |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 73,343 | 586,700 | SH | Put | SOLE | 0 | 586,700 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 28,054 | 703,100 | SH | Call | SOLE | 0 | 703,100 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 7,237 | 241,000 | SH | Call | SOLE | 0 | 241,000 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 72,418 | 2,411,508 | SH | SOLE | 0 | 2,411,508 | 0 | 0 | |
CRITEO S A | SPONS ADS | 226718104 | 20,705 | 551,535 | SH | SOLE | 0 | 551,535 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 46,164 | 451,700 | SH | Put | SOLE | 0 | 451,700 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 115,280 | 1,701,547 | SH | SOLE | 0 | 1,701,547 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 10,642 | 334,443 | SH | SOLE | 0 | 334,443 | 0 | 0 | |
FITBIT INC | CL A | 33812L102 | 9,369 | 248,577 | SH | SOLE | 0 | 248,577 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 44,865 | 1,056,135 | SH | SOLE | 0 | 1,056,135 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 13,175 | 319,700 | SH | Put | SOLE | 0 | 319,700 | 0 | 0 |
GARMIN LTD | SHS | H2906T109 | 29,038 | 809,300 | SH | Call | SOLE | 0 | 809,300 | 0 | 0 |
GOOGLE INC | CL A | 38259P508 | 74,911 | 117,347 | SH | SOLE | 0 | 117,347 | 0 | 0 | |
GOPRO INC | CL A | 38268T103 | 5,488 | 175,800 | SH | Call | SOLE | 0 | 175,800 | 0 | 0 |
HOMEAWAY INC | COM | 43739Q100 | 52,322 | 1,971,452 | SH | SOLE | 0 | 1,971,452 | 0 | 0 | |
HOMEAWAY INC | COM | 43739Q100 | 12,442 | 468,800 | SH | Call | SOLE | 0 | 468,800 | 0 | 0 |
HORTONWORKS INC | COM | 440894103 | 24,018 | 1,097,207 | SH | SOLE | 0 | 1,097,207 | 0 | 0 | |
INTUIT | COM | 461202103 | 36,396 | 410,100 | SH | Call | SOLE | 0 | 410,100 | 0 | 0 |
INTUIT | COM | 461202103 | 57,282 | 645,430 | SH | SOLE | 0 | 645,430 | 0 | 0 | |
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 12,597 | 293,371 | SH | SOLE | 0 | 293,371 | 0 | 0 | |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 12,739 | 346,178 | SH | SOLE | 0 | 346,178 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 14,654 | 1,619,281 | SH | SOLE | 0 | 1,619,281 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 35,158 | 2,347,000 | SH | Call | SOLE | 0 | 2,347,000 | 0 | 0 |
MICRON TECHNOLOGY INC | COM | 595112103 | 13,799 | 921,184 | SH | SOLE | 0 | 921,184 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 125,554 | 1,215,900 | SH | Call | SOLE | 0 | 1,215,900 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 47,258 | 457,658 | SH | SOLE | 0 | 457,658 | 0 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 5,792 | 854,296 | SH | SOLE | 0 | 854,296 | 0 | 0 | |
ON SEMICONDUCTOR CORP | COM | 682189105 | 50,466 | 5,368,687 | SH | SOLE | 0 | 5,368,687 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 75,912 | 1,056,093 | SH | SOLE | 0 | 1,056,093 | 0 | 0 | |
SANDISK CORP | COM | 80004C101 | 14,026 | 258,166 | SH | SOLE | 0 | 258,166 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 84,556 | 2,123,998 | SH | SOLE | 0 | 2,123,998 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 46,717 | 1,173,500 | SH | Call | SOLE | 0 | 1,173,500 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 67,885 | 1,936,253 | SH | SOLE | 0 | 1,936,253 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 45,678 | 575,000 | SH | Call | SOLE | 0 | 575,000 | 0 | 0 |
WESTERN DIGITAL CORP | COM | 958102105 | 46,609 | 586,716 | SH | SOLE | 0 | 586,716 | 0 | 0 | |
ZENDESK INC | COM | 98936J101 | 32,381 | 1,642,877 | SH | SOLE | 0 | 1,642,877 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 55,518 | 24,349,889 | SH | SOLE | 0 | 24,349,889 | 0 | 0 |