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
3-D SYS CORP DEL COM NEW 88554D205 11,148 745,200 SH Put SOLE   745,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 108,497 2,176,031 SH   SOLE   2,176,031 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,697 460,300 SH   SOLE   460,300 0 0
ALPHABET INC CAP STK CL A 02079K305 76,768 90,550 SH   SOLE   90,550 0 0
AMAZON COM INC COM 023135106 152,936 172,509 SH   SOLE   172,509 0 0
ANALOG DEVICES INC COM 032654105 4,573 55,800 SH   SOLE   55,800 0 0
APPLIED MATLS INC COM 038222105 13,769 353,969 SH   SOLE   353,969 0 0
ARISTA NETWORKS INC COM 040413106 96,656 730,750 SH   SOLE   730,750 0 0
BROADCOM LTD SHS Y09827109 18,233 83,270 SH   SOLE   83,270 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,162 291,799 SH   SOLE   291,799 0 0
CAVIUM INC COM 14964U108 15,258 212,925 SH   SOLE   212,925 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 90,886 277,666 SH   SOLE   277,666 0 0
COMCAST CORP NEW CL A 20030N101 70,816 1,883,910 SH   SOLE   1,883,910 0 0
COMMSCOPE HLDG CO INC COM 20337X109 99,162 2,377,426 SH   SOLE   2,377,426 0 0
COMPUTER SCIENCES CORP COM 205363104 50,375 729,972 SH   SOLE   729,972 0 0
FACEBOOK INC CL A 30303M102 187,261 1,318,275 SH   SOLE   1,318,275 0 0
INFOSYS LTD SPONSORED ADR 456788108 15,800 1,000,000 SH Call SOLE   1,000,000 0 0
INPHI CORP COM 45772F107 10,640 217,937 SH   SOLE   217,937 0 0
INTEL CORP COM 458140100 72,140 2,000,000 SH Call SOLE   2,000,000 0 0
IPG PHOTONICS CORP COM 44980X109 851 7,047 SH   SOLE   7,047 0 0
LAM RESEARCH CORP COM 512807108 4,647 36,200 SH   SOLE   36,200 0 0
LAS VEGAS SANDS CORP COM 517834107 9,417 165,000 SH   SOLE   165,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 29,362 261,069 SH   SOLE   261,069 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 25,804 299,284 SH   SOLE   299,284 0 0
NETFLIX INC COM 64110L106 91,401 618,369 SH   SOLE   618,369 0 0
NVIDIA CORP COM 67066G104 9,226 84,700 SH   SOLE   84,700 0 0
PALO ALTO NETWORKS INC COM 697435105 104,600 928,295 SH   SOLE   928,295 0 0
RED HAT INC COM 756577102 17,845 206,300 SH Put SOLE   206,300 0 0
SALESFORCE COM INC COM 79466L302 192,829 2,337,599 SH   SOLE   2,337,599 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 96,794 804,140 SH   SOLE   804,140 0 0
SERVICENOW INC COM 81762P102 207,105 2,367,729 SH   SOLE   2,367,729 0 0
SPLUNK INC COM 848637104 188,119 3,020,045 SH   SOLE   3,020,045 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 26,830 757,915 SH   SOLE   757,915 0 0
TESLA INC COM 88160R101 8,544 30,700 SH   SOLE   30,700 0 0
VISA INC COM CL A 92826C839 80,398 904,675 SH   SOLE   904,675 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 18,313 692,900 SH   SOLE   692,900 0 0
WESTERN DIGITAL CORP COM 958102105 6,421 77,800 SH   SOLE   77,800 0 0
WORKDAY INC CL A 98138H101 197,746 2,374,473 SH   SOLE   2,374,473 0 0
WYNN RESORTS LTD COM 983134107 45,873 400,256 SH   SOLE   400,256 0 0
XILINX INC COM 983919101 72,744 1,256,595 SH   SOLE   1,256,595 0 0
YELP INC CL A 985817105 92,136 2,813,298 SH   SOLE   2,813,298 0 0
ZAYO GROUP HLDGS INC COM 98919V105 76,745 2,332,677 SH   SOLE   2,332,677 0 0
ZENDESK INC COM 98936J101 6,319 225,350 SH   SOLE   225,350 0 0