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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 1,277 | 1,145 | SH | SOLE | 0 | 1,145 | 0 | 0 | |
ALTAIR ENGR INC | COM CL A | 021369103 | 43,247 | 1,265,271 | SH | SOLE | 0 | 1,265,271 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 109,795 | 64,593 | SH | SOLE | 0 | 64,593 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 16,937 | 129,200 | SH | Call | SOLE | 0 | 129,200 | 0 | 0 |
AUTODESK INC | COM | 052769106 | 83,641 | 638,044 | SH | SOLE | 0 | 638,044 | 0 | 0 | |
BOOKING HLDGS INC | COM | 09857L108 | 56,150 | 27,700 | SH | Put | SOLE | 0 | 27,700 | 0 | 0 |
BROADCOM INC | COM | 11135F101 | 30,562 | 125,958 | SH | SOLE | 0 | 125,958 | 0 | 0 | |
CERIDIAN HCM HLDG INC | COM | 15677J108 | 40,179 | 1,210,579 | SH | SOLE | 0 | 1,210,579 | 0 | 0 | |
CLOUDERA INC | COM | 18914U100 | 43,114 | 3,160,821 | SH | SOLE | 0 | 3,160,821 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 33,099 | 315,800 | SH | Call | SOLE | 0 | 315,800 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 81,280 | 775,498 | SH | SOLE | 0 | 775,498 | 0 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 97,549 | 939,412 | SH | SOLE | 0 | 939,412 | 0 | 0 | |
FLEX LTD | ORD | Y2573F102 | 20,234 | 1,434,000 | SH | Call | SOLE | 0 | 1,434,000 | 0 | 0 |
FLEX LTD | ORD | Y2573F102 | 115,243 | 8,167,492 | SH | SOLE | 0 | 8,167,492 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 31,051 | 497,366 | SH | SOLE | 0 | 497,366 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 90,128 | 859,100 | SH | Call | SOLE | 0 | 859,100 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 1,897 | 18,085 | SH | SOLE | 0 | 18,085 | 0 | 0 | |
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 53,785 | 2,292,640 | SH | SOLE | 0 | 2,292,640 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 130,751 | 6,098,441 | SH | SOLE | 0 | 6,098,441 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 40,065 | 1,868,700 | SH | Call | SOLE | 0 | 1,868,700 | 0 | 0 |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 17,839 | 211,613 | SH | SOLE | 0 | 211,613 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 161,405 | 412,346 | SH | SOLE | 0 | 412,346 | 0 | 0 | |
NUTANIX INC | CL A | 67059N108 | 81,860 | 1,587,365 | SH | SOLE | 0 | 1,587,365 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 76,318 | 322,151 | SH | SOLE | 0 | 322,151 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 42,963 | 535,900 | SH | Call | SOLE | 0 | 535,900 | 0 | 0 |
QORVO INC | COM | 74736K101 | 200,311 | 2,498,575 | SH | SOLE | 0 | 2,498,575 | 0 | 0 | |
REALPAGE INC | COM | 75606N109 | 89,403 | 1,622,564 | SH | SOLE | 0 | 1,622,564 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 50,248 | 2,433,322 | SH | SOLE | 0 | 2,433,322 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 11,832 | 573,000 | SH | Call | SOLE | 0 | 573,000 | 0 | 0 |
TELADOC INC | COM | 87918A105 | 17,170 | 295,784 | SH | SOLE | 0 | 295,784 | 0 | 0 | |
TRIMBLE INC | COM | 896239100 | 17,661 | 537,792 | SH | SOLE | 0 | 537,792 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 113,416 | 955,000 | SH | Call | SOLE | 0 | 955,000 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 891 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 10,428 | 86,100 | SH | Call | SOLE | 0 | 86,100 | 0 | 0 |
WORKDAY INC | CL A | 98138H101 | 443 | 3,654 | SH | SOLE | 0 | 3,654 | 0 | 0 | |
ZILLOW GROUP INC | CL A | 98954M101 | 20,945 | 350,537 | SH | SOLE | 0 | 350,537 | 0 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 157,338 | 2,664,038 | SH | SOLE | 0 | 2,664,038 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 193,300 | 47,493,745 | SH | SOLE | 0 | 47,493,745 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 35,547 | 8,733,900 | SH | Call | SOLE | 0 | 8,733,900 | 0 | 0 |