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 |
8X8 INC NEW | COM | 282914100 | 37,343 | 1,802,248 | SH | SOLE | 1,802,248 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 26,278 | 559,105 | SH | SOLE | 559,105 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 871 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 82,344 | 631,861 | SH | SOLE | 631,861 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 111,082 | 1,135,578 | SH | SOLE | 1,135,578 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 26,991 | 203,310 | SH | SOLE | 203,310 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 63,646 | 1,184,339 | SH | SOLE | 1,184,339 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 19,207 | 197,503 | SH | SOLE | 197,503 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 49,530 | 1,387,381 | SH | SOLE | 1,387,381 | 0 | 0 | ||
LIVERAMP HLDGS INC | COM | 53815P108 | 54,595 | 1,270,839 | SH | SOLE | 1,270,839 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 8,869 | 217,156 | SH | SOLE | 217,156 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 9,871 | 241,700 | SH | Call | SOLE | 241,700 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 67,524 | 2,704,199 | SH | SOLE | 2,704,199 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 176 | 659 | SH | SOLE | 659 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 29,331 | 109,600 | SH | Call | SOLE | 109,600 | 0 | 0 | |
NEW RELIC INC | COM | 64829B100 | 11,036 | 179,600 | SH | Put | SOLE | 179,600 | 0 | 0 | |
NEWS CORP NEW | CL A | 65249B109 | 41,910 | 3,010,774 | SH | SOLE | 3,010,774 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 89,883 | 1,633,339 | SH | SOLE | 1,633,339 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 5,772 | 28,320 | SH | SOLE | 28,320 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 596 | 22,544 | SH | SOLE | 22,544 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 41,465 | 559,273 | SH | SOLE | 559,273 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 18,261 | 246,300 | SH | Call | SOLE | 246,300 | 0 | 0 | |
ROKU INC | COM CL A | 77543R102 | 10,115 | 99,400 | SH | Put | SOLE | 99,400 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 18,845 | 1,192,738 | SH | SOLE | 1,192,738 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 56,624 | 2,941,515 | SH | SOLE | 2,941,515 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 6,789 | 352,700 | SH | Call | SOLE | 352,700 | 0 | 0 | |
SVMK INC | COM | 78489X103 | 66,725 | 3,902,038 | SH | SOLE | 3,902,038 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 42,268 | 1,788,724 | SH | SOLE | 1,788,724 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 63,191 | 2,674,200 | SH | Call | SOLE | 2,674,200 | 0 | 0 | |
SYNAPTICS INC | COM | 87157D109 | 766 | 19,167 | SH | SOLE | 19,167 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 56,289 | 943,819 | SH | SOLE | 943,819 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 51,525 | 1,727,866 | SH | SOLE | 1,727,866 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 62,761 | 10,783,633 | SH | SOLE | 10,783,633 | 0 | 0 |