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 |
AMAZON COM INC | COM | 023135106 | 97,882 | 116,900 | SH | Call | SOLE | 0 | 116,900 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 39,640 | 47,342 | SH | SOLE | 0 | 47,342 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 42,875 | 248,524 | SH | SOLE | 0 | 248,524 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 90,918 | 527,000 | SH | Call | SOLE | 0 | 527,000 | 0 | 0 |
COMPUTER SCIENCES CORP | COM | 205363104 | 59,638 | 1,142,263 | SH | SOLE | 0 | 1,142,263 | 0 | 0 | |
COMSCORE INC | COM | 20564W105 | 10,343 | 337,356 | SH | SOLE | 0 | 337,356 | 0 | 0 | |
CVENT INC | COM | 23247G109 | 27,025 | 852,261 | SH | SOLE | 0 | 852,261 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 85,912 | 1,005,992 | SH | SOLE | 0 | 1,005,992 | 0 | 0 | |
FITBIT INC | CL A | 33812L102 | 31,615 | 2,130,376 | SH | SOLE | 0 | 2,130,376 | 0 | 0 | |
FITBIT INC | CL A | 33812L102 | 54,890 | 3,698,800 | SH | Call | SOLE | 0 | 3,698,800 | 0 | 0 |
FORTINET INC | COM | 34959E109 | 66,686 | 1,805,752 | SH | SOLE | 0 | 1,805,752 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 12,068 | 437,400 | SH | Put | SOLE | 0 | 437,400 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 57,240 | 1,331,480 | SH | SOLE | 0 | 1,331,480 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 25,153 | 585,100 | SH | Call | SOLE | 0 | 585,100 | 0 | 0 |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 60,584 | 2,663,040 | SH | SOLE | 0 | 2,663,040 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 68,390 | 1,094,768 | SH | SOLE | 0 | 1,094,768 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 71,147 | 1,884,700 | SH | Call | SOLE | 0 | 1,884,700 | 0 | 0 |
INTEL CORP | COM | 458140100 | 27,727 | 734,477 | SH | SOLE | 0 | 734,477 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 48,396 | 253,222 | SH | SOLE | 0 | 253,222 | 0 | 0 | |
LOGMEIN INC | COM | 54142L109 | 77,561 | 858,068 | SH | SOLE | 0 | 858,068 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 164,281 | 12,379,858 | SH | SOLE | 0 | 12,379,858 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 14,662 | 148,776 | SH | SOLE | 0 | 148,776 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 40,642 | 412,400 | SH | Call | SOLE | 0 | 412,400 | 0 | 0 |
NUTANIX INC | CL A | 67059N108 | 1,850 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 61,124 | 892,068 | SH | SOLE | 0 | 892,068 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 10,247 | 715,058 | SH | SOLE | 0 | 715,058 | 0 | 0 | |
PAYCOM SOFTWARE INC | COM | 70432V102 | 21,951 | 437,881 | SH | SOLE | 0 | 437,881 | 0 | 0 | |
PRICELINE GRP INC | COM NEW | 741503403 | 84,310 | 57,296 | SH | SOLE | 0 | 57,296 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 37,933 | 680,531 | SH | SOLE | 0 | 680,531 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 75,576 | 934,997 | SH | SOLE | 0 | 934,997 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 39,368 | 917,238 | SH | SOLE | 0 | 917,238 | 0 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 4,031 | 90,308 | SH | SOLE | 0 | 90,308 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 109,071 | 4,345,465 | SH | SOLE | 0 | 4,345,465 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 61,045 | 1,550,550 | SH | SOLE | 0 | 1,550,550 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 75,771 | 26,038,030 | SH | SOLE | 0 | 26,038,030 | 0 | 0 |