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 |
ALTAIR ENGR INC | COM CL A | 021369103 | 17,691 | 564,121 | SH | SOLE | 0 | 564,121 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 90,207 | 62,326 | SH | SOLE | 0 | 62,326 | 0 | 0 | |
APPLE INC | COM | 037833100 | 59,055 | 351,976 | SH | SOLE | 0 | 351,976 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 9,552 | 76,065 | SH | SOLE | 0 | 76,065 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 57,001 | 453,900 | SH | Call | SOLE | 0 | 453,900 | 0 | 0 |
BOOKING HLDGS INC | COM | 09857L108 | 57,627 | 27,700 | SH | Put | SOLE | 0 | 27,700 | 0 | 0 |
CLOUDERA INC | COM | 18914U100 | 36,468 | 1,689,903 | SH | SOLE | 0 | 1,689,903 | 0 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 67,176 | 730,648 | SH | SOLE | 0 | 730,648 | 0 | 0 | |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 36,475 | 330,357 | SH | SOLE | 0 | 330,357 | 0 | 0 | |
FLEX LTD | ORD | Y2573F102 | 91,302 | 5,591,088 | SH | SOLE | 0 | 5,591,088 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 35,733 | 666,910 | SH | SOLE | 0 | 666,910 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 10,008 | 98,630 | SH | SOLE | 0 | 98,630 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 108,725 | 1,071,500 | SH | Call | SOLE | 0 | 1,071,500 | 0 | 0 |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 359 | 20,458 | SH | SOLE | 0 | 20,458 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 35,764 | 228,702 | SH | SOLE | 0 | 228,702 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,363 | 26,175 | SH | SOLE | 0 | 26,175 | 0 | 0 | |
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 55,973 | 2,324,455 | SH | SOLE | 0 | 2,324,455 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 39,243 | 1,868,700 | SH | Call | SOLE | 0 | 1,868,700 | 0 | 0 |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 123,971 | 5,903,380 | SH | SOLE | 0 | 5,903,380 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 43,556 | 147,471 | SH | SOLE | 0 | 147,471 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 64,357 | 217,900 | SH | Call | SOLE | 0 | 217,900 | 0 | 0 |
NUTANIX INC | CL A | 67059N108 | 50,862 | 1,035,672 | SH | SOLE | 0 | 1,035,672 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 43,075 | 185,998 | SH | SOLE | 0 | 185,998 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 180,037 | 2,555,526 | SH | SOLE | 0 | 2,555,526 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 20,402 | 289,600 | SH | Call | SOLE | 0 | 289,600 | 0 | 0 |
REALPAGE INC | COM | 75606N109 | 103,968 | 2,018,794 | SH | SOLE | 0 | 2,018,794 | 0 | 0 | |
REDFIN CORP | COM | 75737F108 | 7,030 | 307,944 | SH | SOLE | 0 | 307,944 | 0 | 0 | |
REDFIN CORP | COM | 75737F108 | 45,998 | 2,014,800 | SH | Call | SOLE | 0 | 2,014,800 | 0 | 0 |
SYMANTEC CORP | COM | 871503108 | 14,812 | 573,000 | SH | Call | SOLE | 0 | 573,000 | 0 | 0 |
SYMANTEC CORP | COM | 871503108 | 44,554 | 1,723,578 | SH | SOLE | 0 | 1,723,578 | 0 | 0 | |
TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 17,798 | 634,978 | SH | SOLE | 0 | 634,978 | 0 | 0 | |
TIME WARNER INC | COM NEW | 887317303 | 88,895 | 939,889 | SH | SOLE | 0 | 939,889 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 5,921 | 87,677 | SH | SOLE | 0 | 87,677 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 76,471 | 1,132,400 | SH | Call | SOLE | 0 | 1,132,400 | 0 | 0 |
WORKDAY INC | CL A | 98138H101 | 60,419 | 475,329 | SH | SOLE | 0 | 475,329 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 32,604 | 256,500 | SH | Call | SOLE | 0 | 256,500 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 55,362 | 15,126,300 | SH | Call | SOLE | 0 | 15,126,300 | 0 | 0 |