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 | 20,004 | 429,542 | SH | SOLE | 429,542 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 48,452 | 46,786 | SH | SOLE | 46,786 | 0 | 0 | ||
| ALTAIR ENGR INC | COM CL A | 021369103 | 38,995 | 1,413,879 | SH | SOLE | 1,413,879 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,229 | 2,150 | SH | SOLE | 2,150 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 21,087 | 644,089 | SH | SOLE | 644,089 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 72,990 | 567,529 | SH | SOLE | 567,529 | 0 | 0 | ||
| BOTTOMLINE TECH DEL INC | COM | 101388106 | 29,280 | 609,997 | SH | SOLE | 609,997 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 612 | 2,406 | SH | SOLE | 2,406 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 54,129 | 4,894,167 | SH | SOLE | 4,894,167 | 0 | 0 | ||
| COMMVAULT SYSTEMS INC | COM | 204166102 | 561 | 9,499 | SH | SOLE | 9,499 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 33,797 | 308,230 | SH | SOLE | 308,230 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 34,627 | 315,800 | SH | Call | SOLE | 315,800 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 81,236 | 1,292,952 | SH | SOLE | 1,292,952 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 10,913 | 1,434,000 | SH | Call | SOLE | 1,434,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 837 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 36,871 | 2,477,858 | SH | SOLE | 2,477,858 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 41,881 | 1,084,157 | SH | SOLE | 1,084,157 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 52,611 | 3,249,594 | SH | SOLE | 3,249,594 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 30,254 | 1,868,700 | SH | Call | SOLE | 1,868,700 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 65,452 | 244,534 | SH | SOLE | 244,534 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 34,962 | 840,642 | SH | SOLE | 840,642 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 617 | 4,625 | SH | SOLE | 4,625 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 32,545 | 535,900 | SH | Call | SOLE | 535,900 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 35,414 | 583,143 | SH | SOLE | 583,143 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 62,125 | 1,289,170 | SH | SOLE | 1,289,170 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 10,827 | 573,000 | SH | Call | SOLE | 573,000 | 0 | 0 | |
| SYMANTEC CORP | COM | 871503108 | 45,063 | 2,384,906 | SH | SOLE | 2,384,906 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 40,373 | 448,188 | SH | SOLE | 448,188 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 13,081 | 81,923 | SH | SOLE | 81,923 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 13,748 | 86,100 | SH | Call | SOLE | 86,100 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 27,354 | 1,197,652 | SH | SOLE | 1,197,652 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 31,912 | 1,010,499 | SH | SOLE | 1,010,499 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 76,110 | 19,366,533 | SH | SOLE | 19,366,533 | 0 | 0 | ||