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 |
2U INC | COM | 90214J101 | 7,212 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 11,027 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 3,245 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | 6,963 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BRIGHTCOVE INC | COM | 10921T101 | 29,550 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 6,927 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
COMSCORE INC | COM | 20564W105 | 13,640 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
CRITEO S A | SPONS ADS | 226718104 | 5,126 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
FLIR SYS INC | COM | 302445101 | 6,694 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 7,900 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 12,029 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 6,819 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 3,709 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 6,460 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 4,111 | 175,000 | SH | Call | SOLE | 175,000 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 6,245 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 12,334 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 23,310 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
WAITR HLDGS INC | COM | 930752100 | 2,630 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 27,756 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 |