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 95,351 1,146,184 SH   SOLE   1,146,184 0 0
ACXIOM HOLDINGS INC COM 005125109 57,387 1,161,453 SH   SOLE   1,161,453 0 0
ALPHABET INC CAP STK CL C 02079K107 111,273 93,235 SH   SOLE   93,235 0 0
ALTAIR ENGR INC COM CL A 021369103 63,189 1,454,282 SH   SOLE   1,454,282 0 0
AMAZON COM INC COM 023135106 128,735 64,271 SH   SOLE   64,271 0 0
AUTODESK INC COM 052769106 111,268 712,753 SH   SOLE   712,753 0 0
AUTODESK INC COM 052769106 20,169 129,200 SH Call SOLE   129,200 0 0
BROADCOM INC COM 11135F101 2,315 9,383 SH   SOLE   9,383 0 0
CERIDIAN HCM HLDG INC COM 15677J108 45,946 1,093,168 SH   SOLE   1,093,168 0 0
CLOUDERA INC COM 18914U100 60,107 3,405,506 SH   SOLE   3,405,506 0 0
COMCAST CORP NEW CL A 20030N101 13,727 387,660 SH   SOLE   387,660 0 0
DISNEY WALT CO COM DISNEY 254687106 36,930 315,800 SH Call SOLE   315,800 0 0
DISNEY WALT CO COM DISNEY 254687106 44,081 376,955 SH   SOLE   376,955 0 0
ELLIE MAE INC COM 28849P100 87,086 918,917 SH   SOLE   918,917 0 0
FITBIT INC CL A 33812L102 16,242 3,035,890 SH   SOLE   3,035,890 0 0
FLEX LTD ORD Y2573F102 106,424 8,111,554 SH   SOLE   8,111,554 0 0
FLEX LTD ORD Y2573F102 27,952 2,130,500 SH Call SOLE   2,130,500 0 0
GRUBHUB INC COM 400110102 61,559 444,086 SH   SOLE   444,086 0 0
GRUBHUB INC COM 400110102 119,088 859,100 SH Call SOLE   859,100 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 55,324 2,374,437 SH   SOLE   2,374,437 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 36,066 1,868,700 SH Call SOLE   1,868,700 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 129,096 6,688,887 SH   SOLE   6,688,887 0 0
NETFLIX INC COM 64110L106 114,575 306,244 SH   SOLE   306,244 0 0
NETFLIX INC COM 64110L106 23,869 63,800 SH Put SOLE   63,800 0 0
NUTANIX INC CL A 67059N108 89,881 2,103,947 SH   SOLE   2,103,947 0 0
NVIDIA CORP COM 67066G104 45,875 163,244 SH   SOLE   163,244 0 0
QORVO INC COM 74736K101 199,686 2,597,035 SH   SOLE   2,597,035 0 0
QORVO INC COM 74736K101 41,205 535,900 SH Call SOLE   535,900 0 0
REALPAGE INC COM 75606N109 158,519 2,405,454 SH   SOLE   2,405,454 0 0
SHOPIFY INC CL A 82509L107 53,838 327,361 SH   SOLE   327,361 0 0
SYMANTEC CORP COM 871503108 12,193 573,000 SH Call SOLE   573,000 0 0
SYMANTEC CORP COM 871503108 2,232 104,872 SH   SOLE   104,872 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 38,056 275,787 SH   SOLE   275,787 0 0
TENABLE HLDGS INC COM 88025T102 1,944 50,000 SH   SOLE   50,000 0 0
TRIMBLE INC COM 896239100 31,792 731,518 SH   SOLE   731,518 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 229,422 4,951,904 SH   SOLE   4,951,904 0 0
WAYFAIR INC CL A 94419L101 61,020 413,216 SH   SOLE   413,216 0 0
WAYFAIR INC CL A 94419L101 82,636 559,600 SH Call SOLE   559,600 0 0
WORKDAY INC CL A 98138H101 7,517 51,491 SH   SOLE   51,491 0 0
WORKDAY INC CL A 98138H101 12,569 86,100 SH Call SOLE   86,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 35,482 801,859 SH   SOLE   801,859 0 0
ZYNGA INC CL A 98986T108 35,023 8,733,900 SH Call SOLE   8,733,900 0 0
ZYNGA INC CL A 98986T108 150,055 37,420,180 SH   SOLE   37,420,180 0 0