The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 9,516 214,800 SH   SOLE   214,800 0 0
ADOBE SYS INC COM 00724F101 6,089 56,100 SH   SOLE   56,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,617 1,536,500 SH   SOLE   1,536,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 20,730 3,000,000 SH Call SOLE   3,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 86,374 107,422 SH   SOLE   107,422 0 0
AMAZON COM INC COM 023135106 145,018 173,195 SH   SOLE   173,195 0 0
AMBARELLA INC SHS G037AX101 13,901 188,852 SH   SOLE   188,852 0 0
ANALOG DEVICES INC COM 032654105 9,611 149,123 SH   SOLE   149,123 0 0
APPLE INC COM 037833100 19,010 168,152 SH   SOLE   168,152 0 0
APPLIED MATLS INC COM 038222105 14,951 495,887 SH   SOLE   495,887 0 0
ARISTA NETWORKS INC COM 040413106 101,751 1,195,947 SH   SOLE   1,195,947 0 0
ATHENAHEALTH INC COM 04685W103 3,923 31,103 SH   SOLE   31,103 0 0
CBRE GROUP INC CL A 12504L109 39,337 1,405,894 SH   SOLE   1,405,894 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 104,590 387,414 SH   SOLE   387,414 0 0
COMMSCOPE HLDG CO INC COM 20337X109 113,403 3,766,296 SH   SOLE   3,766,296 0 0
FACEBOOK INC CL A 30303M102 134,907 1,051,739 SH   SOLE   1,051,739 0 0
FIRST SOLAR INC COM 336433107 11,847 300,000 SH Put SOLE   300,000 0 0
HUBSPOT INC COM 443573100 6,461 112,136 SH   SOLE   112,136 0 0
INTEL CORP COM 458140100 19,328 512,010 SH   SOLE   512,010 0 0
LAM RESEARCH CORP COM 512807108 15,065 159,068 SH   SOLE   159,068 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 19,225 414,515 SH   SOLE   414,515 0 0
MASTERCARD INCORPORATED CL A 57636Q104 29,569 290,546 SH   SOLE   290,546 0 0
MICROSOFT CORP COM 594918104 30,349 526,900 SH   SOLE   526,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 18,104 237,339 SH   SOLE   237,339 0 0
NETFLIX INC COM 64110L106 105,189 1,067,369 SH   SOLE   1,067,369 0 0
NUTANIX INC CL A 67059N108 9,250 250,000 SH   SOLE   250,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 35,331 346,352 SH   SOLE   346,352 0 0
PALO ALTO NETWORKS INC COM 697435105 170,867 1,072,409 SH   SOLE   1,072,409 0 0
PAYPAL HLDGS INC COM 70450Y103 23,648 577,200 SH   SOLE   577,200 0 0
QUALCOMM INC COM 747525103 23,817 347,700 SH   SOLE   347,700 0 0
SALESFORCE COM INC COM 79466L302 157,174 2,203,474 SH   SOLE   2,203,474 0 0
SBA COMMUNICATIONS CORP COM 78388J106 95,874 854,798 SH   SOLE   854,798 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 9,522 247,000 SH   SOLE   247,000 0 0
SERVICENOW INC COM 81762P102 198,648 2,509,760 SH   SOLE   2,509,760 0 0
SPLUNK INC COM 848637104 202,619 3,452,941 SH   SOLE   3,452,941 0 0
TESLA MTRS INC COM 88160R101 30,605 150,000 SH Put SOLE   150,000 0 0
TWITTER INC COM 90184L102 23,050 1,000,000 SH Put SOLE   1,000,000 0 0
VISA INC COM CL A 92826C839 28,754 347,695 SH   SOLE   347,695 0 0
WESTERN DIGITAL CORP COM 958102105 4,701 80,400 SH   SOLE   80,400 0 0
WORKDAY INC CL A 98138H101 195,633 2,133,635 SH   SOLE   2,133,635 0 0
WYNN RESORTS LTD COM 983134107 14,492 148,763 SH   SOLE   148,763 0 0
XILINX INC COM 983919101 18,438 339,300 SH Call SOLE   339,300 0 0
YELP INC CL A 985817105 75,790 1,817,516 SH   SOLE   1,817,516 0 0
ZAYO GROUP HLDGS INC COM 98919V105 90,821 3,056,929 SH   SOLE   3,056,929 0 0
ZENDESK INC COM 98936J101 6,563 213,724 SH   SOLE   213,724 0 0