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 | 95,351 | 1,146,184 | SH | SOLE | 1,146,184 | 0 | 0 | ||
ACXIOM HOLDINGS INC | COM | 005125109 | 57,387 | 1,161,453 | SH | SOLE | 1,161,453 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 111,273 | 93,235 | SH | SOLE | 93,235 | 0 | 0 | ||
ALTAIR ENGR INC | COM CL A | 021369103 | 63,189 | 1,454,282 | SH | SOLE | 1,454,282 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 128,735 | 64,271 | SH | SOLE | 64,271 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 111,268 | 712,753 | SH | SOLE | 712,753 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 20,169 | 129,200 | SH | Call | SOLE | 129,200 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 2,315 | 9,383 | SH | SOLE | 9,383 | 0 | 0 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 45,946 | 1,093,168 | SH | SOLE | 1,093,168 | 0 | 0 | ||
CLOUDERA INC | COM | 18914U100 | 60,107 | 3,405,506 | SH | SOLE | 3,405,506 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 13,727 | 387,660 | SH | SOLE | 387,660 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 36,930 | 315,800 | SH | Call | SOLE | 315,800 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 44,081 | 376,955 | SH | SOLE | 376,955 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 87,086 | 918,917 | SH | SOLE | 918,917 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 16,242 | 3,035,890 | SH | SOLE | 3,035,890 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 106,424 | 8,111,554 | SH | SOLE | 8,111,554 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 27,952 | 2,130,500 | SH | Call | SOLE | 2,130,500 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 61,559 | 444,086 | SH | SOLE | 444,086 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 119,088 | 859,100 | SH | Call | SOLE | 859,100 | 0 | 0 | |
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 55,324 | 2,374,437 | SH | SOLE | 2,374,437 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 36,066 | 1,868,700 | SH | Call | SOLE | 1,868,700 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 129,096 | 6,688,887 | SH | SOLE | 6,688,887 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 114,575 | 306,244 | SH | SOLE | 306,244 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 23,869 | 63,800 | SH | Put | SOLE | 63,800 | 0 | 0 | |
NUTANIX INC | CL A | 67059N108 | 89,881 | 2,103,947 | SH | SOLE | 2,103,947 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 45,875 | 163,244 | SH | SOLE | 163,244 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 199,686 | 2,597,035 | SH | SOLE | 2,597,035 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 41,205 | 535,900 | SH | Call | SOLE | 535,900 | 0 | 0 | |
REALPAGE INC | COM | 75606N109 | 158,519 | 2,405,454 | SH | SOLE | 2,405,454 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 53,838 | 327,361 | SH | SOLE | 327,361 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 12,193 | 573,000 | SH | Call | SOLE | 573,000 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 2,232 | 104,872 | SH | SOLE | 104,872 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 38,056 | 275,787 | SH | SOLE | 275,787 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 1,944 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 31,792 | 731,518 | SH | SOLE | 731,518 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 229,422 | 4,951,904 | SH | SOLE | 4,951,904 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 61,020 | 413,216 | SH | SOLE | 413,216 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 82,636 | 559,600 | SH | Call | SOLE | 559,600 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 7,517 | 51,491 | SH | SOLE | 51,491 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 12,569 | 86,100 | SH | Call | SOLE | 86,100 | 0 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 35,482 | 801,859 | SH | SOLE | 801,859 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 35,023 | 8,733,900 | SH | Call | SOLE | 8,733,900 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 150,055 | 37,420,180 | SH | SOLE | 37,420,180 | 0 | 0 |