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 |
ALTICE USA INC | CL A | 02156K103 | 42,145 | 1,541,501 | SH | SOLE | 1,541,501 | 0 | 0 | ||
AMC NETWORKS INC | CL A | 00164V103 | 38,039 | 963,000 | SH | Put | SOLE | 963,000 | 0 | 0 | |
ANAPLAN INC | COM | 03272L108 | 54,015 | 1,030,824 | SH | SOLE | 1,030,824 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 85,566 | 591,619 | SH | SOLE | 591,619 | 0 | 0 | ||
ECHOSTAR CORP | CL A | 278768106 | 48,868 | 1,128,324 | SH | SOLE | 1,128,324 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 129,328 | 1,202,943 | SH | SOLE | 1,202,943 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 1,765 | 39,840 | SH | SOLE | 39,840 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 30,483 | 688,100 | SH | Call | SOLE | 688,100 | 0 | 0 | |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 27,984 | 201,195 | SH | SOLE | 201,195 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 39,956 | 609,268 | SH | SOLE | 609,268 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 1,440 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 20,327 | 417,900 | SH | Call | SOLE | 417,900 | 0 | 0 | |
LIVEPERSON INC | COM | 538146101 | 58,920 | 1,592,433 | SH | SOLE | 1,592,433 | 0 | 0 | ||
LIVERAMP HLDGS INC | COM | 53815P108 | 55,410 | 1,152,703 | SH | SOLE | 1,152,703 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 30,540 | 709,912 | SH | SOLE | 709,912 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 67,195 | 2,529,919 | SH | SOLE | 2,529,919 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 28,241 | 87,280 | SH | SOLE | 87,280 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 50,865 | 157,200 | SH | Call | SOLE | 157,200 | 0 | 0 | |
NEWS CORP NEW | CL A | 65249B109 | 51,181 | 3,619,566 | SH | SOLE | 3,619,566 | 0 | 0 | ||
NORTONLIFELOCK INC | COM | 668771108 | 151,663 | 5,942,900 | SH | Call | SOLE | 5,942,900 | 0 | 0 | |
NORTONLIFELOCK INC | COM | 668771108 | 13,462 | 527,500 | SH | SOLE | 527,500 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 59,951 | 3,362,385 | SH | SOLE | 3,362,385 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 73,942 | 1,395,657 | SH | SOLE | 1,395,657 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 119,263 | 2,251,100 | SH | Call | SOLE | 2,251,100 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 60,391 | 519,584 | SH | SOLE | 519,584 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 28,627 | 246,300 | SH | Call | SOLE | 246,300 | 0 | 0 | |
ROKU INC | COM CL A | 77543R102 | 8,247 | 61,593 | SH | SOLE | 61,593 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 13,310 | 99,400 | SH | Put | SOLE | 99,400 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 96,036 | 590,482 | SH | SOLE | 590,482 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 589 | 17,652 | SH | SOLE | 17,652 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 27,579 | 827,200 | SH | Put | SOLE | 827,200 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 34,146 | 227,989 | SH | SOLE | 227,989 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 47,035 | 1,833,012 | SH | SOLE | 1,833,012 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 9,050 | 352,700 | SH | Call | SOLE | 352,700 | 0 | 0 | |
SVMK INC | COM | 78489X103 | 65,403 | 3,659,907 | SH | SOLE | 3,659,907 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 25,269 | 384,200 | SH | Put | SOLE | 384,200 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 70,177 | 1,105,679 | SH | SOLE | 1,105,679 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 20,629 | 125,442 | SH | SOLE | 125,442 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 71,010 | 1,545,717 | SH | SOLE | 1,545,717 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 60,621 | 9,905,403 | SH | SOLE | 9,905,403 | 0 | 0 |