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 |
|
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 | 73,459 | 1,160,129 | SH | SOLE | 0 | 1,160,129 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 123,250 | 105,390 | SH | SOLE | 0 | 105,390 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 72,975 | 62,400 | SH | Call | SOLE | 0 | 62,400 | 0 | 0 |
APPLE INC | COM | 037833100 | 47,303 | 279,519 | SH | SOLE | 0 | 279,519 | 0 | 0 | |
BLOCK H & R INC | COM | 093671105 | 41,260 | 1,573,600 | SH | Put | SOLE | 0 | 1,573,600 | 0 | 0 |
BROADCOM LTD | SHS | Y09827109 | 4,305 | 16,758 | SH | SOLE | 0 | 16,758 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 100,422 | 390,900 | SH | Call | SOLE | 0 | 390,900 | 0 | 0 |
EXPEDIA INC DEL | COM NEW | 30212P303 | 70,796 | 591,097 | SH | SOLE | 0 | 591,097 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 8,164 | 113,707 | SH | SOLE | 0 | 113,707 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 167,258 | 2,329,500 | SH | Call | SOLE | 0 | 2,329,500 | 0 | 0 |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 1,515 | 105,520 | SH | SOLE | 0 | 105,520 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 74,491 | 609,184 | SH | SOLE | 0 | 609,184 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,478 | 32,009 | SH | SOLE | 0 | 32,009 | 0 | 0 | |
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 65,088 | 2,050,669 | SH | SOLE | 0 | 2,050,669 | 0 | 0 | |
LOGMEIN INC | COM | 54142L109 | 20,775 | 181,439 | SH | SOLE | 0 | 181,439 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 151,792 | 7,069,937 | SH | SOLE | 0 | 7,069,937 | 0 | 0 | |
NETAPP INC | COM | 64110D104 | 732 | 13,228 | SH | SOLE | 0 | 13,228 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 2,628 | 13,691 | SH | SOLE | 0 | 13,691 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 95,135 | 495,600 | SH | Call | SOLE | 0 | 495,600 | 0 | 0 |
NUTANIX INC | CL A | 67059N108 | 35,868 | 1,016,680 | SH | SOLE | 0 | 1,016,680 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 47,598 | 245,983 | SH | SOLE | 0 | 245,983 | 0 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 48,581 | 1,030,356 | SH | SOLE | 0 | 1,030,356 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 106,695 | 1,602,033 | SH | SOLE | 0 | 1,602,033 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 19,287 | 289,600 | SH | Call | SOLE | 0 | 289,600 | 0 | 0 |
REALPAGE INC | COM | 75606N109 | 83,258 | 1,879,405 | SH | SOLE | 0 | 1,879,405 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 111,729 | 3,981,793 | SH | SOLE | 0 | 3,981,793 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 16,078 | 573,000 | SH | Call | SOLE | 0 | 573,000 | 0 | 0 |
WORKDAY INC | CL A | 98138H101 | 79,408 | 780,502 | SH | SOLE | 0 | 780,502 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 26,096 | 256,500 | SH | Call | SOLE | 0 | 256,500 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 22,668 | 5,667,100 | SH | Call | SOLE | 0 | 5,667,100 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 82,692 | 20,672,957 | SH | SOLE | 0 | 20,672,957 | 0 | 0 |