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 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 53,765 | 465,900 | SH | Put | SOLE | 0 | 465,900 | 0 | 0 |
ALPHABET INC | CAP STK CL C | 02079K107 | 38,259 | 51,358 | SH | SOLE | 0 | 51,358 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 52,072 | 69,900 | SH | Call | SOLE | 0 | 69,900 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 37,893 | 49,670 | SH | SOLE | 0 | 49,670 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 46,463 | 78,268 | SH | SOLE | 0 | 78,268 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 47,847 | 80,600 | SH | Call | SOLE | 0 | 80,600 | 0 | 0 |
BROADCOM LTD | SHS | Y09827109 | 73,769 | 477,471 | SH | SOLE | 0 | 477,471 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 29,263 | 1,048,119 | SH | SOLE | 0 | 1,048,119 | 0 | 0 | |
DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 43,184 | 1,508,335 | SH | SOLE | 0 | 1,508,335 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 80,840 | 1,222,816 | SH | SOLE | 0 | 1,222,816 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 19,928 | 174,658 | SH | SOLE | 0 | 174,658 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 39,240 | 1,281,094 | SH | SOLE | 0 | 1,281,094 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 13,879 | 437,400 | SH | Put | SOLE | 0 | 437,400 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 40,973 | 1,630,448 | SH | SOLE | 0 | 1,630,448 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 23,602 | 939,200 | SH | Call | SOLE | 0 | 939,200 | 0 | 0 |
IAC INTERACTIVECORP | COM | 44919P508 | 36,243 | 769,807 | SH | SOLE | 0 | 769,807 | 0 | 0 | |
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 37,555 | 710,600 | SH | Put | SOLE | 0 | 710,600 | 0 | 0 |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 18,315 | 1,776,400 | SH | Call | SOLE | 0 | 1,776,400 | 0 | 0 |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 56,465 | 5,476,757 | SH | SOLE | 0 | 5,476,757 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 26,789 | 262,048 | SH | SOLE | 0 | 262,048 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 30,199 | 295,400 | SH | Call | SOLE | 0 | 295,400 | 0 | 0 |
NVIDIA CORP | COM | 67066G104 | 45,739 | 1,283,726 | SH | SOLE | 0 | 1,283,726 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 60,985 | 1,490,706 | SH | SOLE | 0 | 1,490,706 | 0 | 0 | |
PAYCOM SOFTWARE INC | COM | 70432V102 | 22,803 | 640,536 | SH | SOLE | 0 | 640,536 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 27,429 | 710,600 | SH | Put | SOLE | 0 | 710,600 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 73,919 | 57,348 | SH | SOLE | 0 | 57,348 | 0 | 0 | |
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 72,231 | 2,096,700 | SH | Call | SOLE | 0 | 2,096,700 | 0 | 0 |
SHOPIFY INC | CL A | 82509L107 | 14,784 | 524,081 | SH | SOLE | 0 | 524,081 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 74,923 | 4,076,338 | SH | SOLE | 0 | 4,076,338 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 47,279 | 1,234,446 | SH | SOLE | 0 | 1,234,446 | 0 | 0 | |
TIVO INC | COM | 888706108 | 34,249 | 3,601,400 | SH | Call | SOLE | 0 | 3,601,400 | 0 | 0 |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 51,790 | 1,857,604 | SH | SOLE | 0 | 1,857,604 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 32,721 | 757,077 | SH | SOLE | 0 | 757,077 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 10,455 | 221,313 | SH | SOLE | 0 | 221,313 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 88,339 | 1,870,000 | SH | Call | SOLE | 0 | 1,870,000 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 61,080 | 26,789,368 | SH | SOLE | 0 | 26,789,368 | 0 | 0 |