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 |
| ADOBE INC | COM | 00724F101 | 80,649 | 244,533 | SH | SOLE | 244,533 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 42,420 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| ALTERYX INC | COM CL A | 02156B103 | 50,035 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 43,744 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 36,402 | 19,700 | SH | SOLE | 19,700 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 73,413 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 36,920 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 142,771 | 1,537,491 | SH | SOLE | 1,537,491 | 0 | 0 | ||
| FALCON MINERALS CORP | *W EXP 07/21/202 | 30607B208 | 263 | 878,024 | SH | SOLE | 878,024 | 0 | 0 | ||
| FALCON MINERALS CORP | CL A COM | 30607B109 | 13,346 | 1,890,317 | SH | SOLE | 1,890,317 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 109,688 | 3,344,133 | SH | SOLE | 3,344,133 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 265,763 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 118,624 | 403,223 | SH | SOLE | 403,223 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 696,597 | 20,937,696 | SH | SOLE | 20,937,696 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 53,014 | 241,256 | SH | SOLE | 241,256 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 48,792 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 16,196 | 206,534 | SH | SOLE | 206,534 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 6,362 | 64,732 | SH | SOLE | 64,732 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 36,158 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 31,869 | 212,800 | SH | Call | SOLE | 212,800 | 0 | 0 | |
| VANECK VECTORS ETF TRUST | SEMICONDUCTOR ET | 92189F676 | 91,917 | 650,000 | SH | Call | SOLE | 650,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 101,496 | 1,324,500 | SH | Call | SOLE | 1,324,500 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 71,919 | 938,518 | SH | SOLE | 938,518 | 0 | 0 | ||