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 |
| AMAZON COM INC | COM | 023135106 | 59,988 | 62,400 | SH | Call | SOLE | 0 | 62,400 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | 88,195 | 91,741 | SH | SOLE | 0 | 91,741 | 0 | 0 | |
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 14,247 | 969,200 | SH | Call | SOLE | 0 | 969,200 | 0 | 0 |
| BROADCOM LTD | SHS | Y09827109 | 40,432 | 166,703 | SH | SOLE | 0 | 166,703 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 33,311 | 91,660 | SH | SOLE | 0 | 91,660 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 89,530 | 621,997 | SH | SOLE | 0 | 621,997 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 27,919 | 530,183 | SH | SOLE | 0 | 530,183 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 122,671 | 2,329,500 | SH | Call | SOLE | 0 | 2,329,500 | 0 | 0 |
| IAC INTERACTIVECORP | COM | 44919P508 | 89,726 | 763,107 | SH | SOLE | 0 | 763,107 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 48,263 | 1,518,182 | SH | SOLE | 0 | 1,518,182 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 64,701 | 587,920 | SH | SOLE | 0 | 587,920 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 167,668 | 9,366,936 | SH | SOLE | 0 | 9,366,936 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 89,877 | 495,600 | SH | Call | SOLE | 0 | 495,600 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | 30,113 | 166,049 | SH | SOLE | 0 | 166,049 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 46,543 | 260,352 | SH | SOLE | 0 | 260,352 | 0 | 0 | |
| PEGASYSTEMS INC | COM | 705573103 | 95,270 | 1,652,556 | SH | SOLE | 0 | 1,652,556 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 106,156 | 1,501,919 | SH | SOLE | 0 | 1,501,919 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 20,469 | 289,600 | SH | Call | SOLE | 0 | 289,600 | 0 | 0 |
| REALPAGE INC | COM | 75606N109 | 51,688 | 1,295,447 | SH | SOLE | 0 | 1,295,447 | 0 | 0 | |
| REGAL ENTMT GROUP | CL A | 758766109 | 24,253 | 1,515,817 | SH | SOLE | 0 | 1,515,817 | 0 | 0 | |
| SYMANTEC CORP | COM | 871503108 | 89,045 | 2,713,955 | SH | SOLE | 0 | 2,713,955 | 0 | 0 | |
| SYMANTEC CORP | COM | 871503108 | 18,800 | 573,000 | SH | Call | SOLE | 0 | 573,000 | 0 | 0 |
| TIME WARNER INC | COM NEW | 887317303 | 60,821 | 593,664 | SH | SOLE | 0 | 593,664 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 45,764 | 678,991 | SH | SOLE | 0 | 678,991 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 23,752 | 352,400 | SH | Call | SOLE | 0 | 352,400 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 | 104,903 | 995,376 | SH | SOLE | 0 | 995,376 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 27,033 | 256,500 | SH | Call | SOLE | 0 | 256,500 | 0 | 0 |
| ZYNGA INC | CL A | 98986T108 | 21,422 | 5,667,100 | SH | Call | SOLE | 0 | 5,667,100 | 0 | 0 |
| ZYNGA INC | CL A | 98986T108 | 78,144 | 20,672,957 | SH | SOLE | 0 | 20,672,957 | 0 | 0 | |