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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 34,840 | 459,028 | SH | SOLE | 459,028 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 21,294 | 48,916 | SH | SOLE | 48,916 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 30,112 | 139,600 | SH | SOLE | 139,600 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 58,120 | 21,067 | SH | SOLE | 21,067 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 31,708 | 122,642 | SH | SOLE | 122,642 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 20,319 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 10,502 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 26,434 | 146,636 | SH | SOLE | 146,636 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 10,890 | 233,500 | SH | SOLE | 233,500 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 26,209 | 200,100 | SH | SOLE | 200,100 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 22,717 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 22,966 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 8,332 | 250,500 | SH | SOLE | 250,500 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 7,619 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 41,957 | 184,774 | SH | SOLE | 184,774 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 19,631 | 146,400 | SH | SOLE | 146,400 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 81,161 | 690,734 | SH | SOLE | 690,734 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 83,389 | 1,385,663 | SH | SOLE | 1,385,663 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 28,464 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 25,192 | 309,367 | SH | SOLE | 309,367 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 13,349 | 404,400 | SH | SOLE | 404,400 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 22,961 | 654,900 | SH | SOLE | 654,900 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 73,739 | 162,050 | SH | SOLE | 162,050 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 68,021 | 296,167 | SH | SOLE | 296,167 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 19,468 | 175,200 | SH | SOLE | 175,200 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 21,310 | 192,800 | SH | SOLE | 192,800 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 28,527 | 152,284 | SH | SOLE | 152,284 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 16,110 | 54,076 | SH | SOLE | 54,076 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 31,595 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 27,183 | 212,600 | SH | SOLE | 212,600 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 35,235 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 15,061 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 62,517 | 600,258 | SH | SOLE | 600,258 | 0 | 0 | ||
T-MOBILE US INC | RIGHT 7/27/2020 | 872590112 | 90 | 535,258 | SH | SOLE | 535,258 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 26,309 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 35,487 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 37,238 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 39,742 | 1,278,700 | SH | SOLE | 1,278,700 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 15,645 | 1,228,000 | SH | SOLE | 1,228,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 50,962 | 272,000 | SH | SOLE | 272,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 8,359 | 145,100 | SH | SOLE | 145,100 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 39,045 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 9,895 | 90,366 | SH | SOLE | 90,366 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 70,973 | 7,439,466 | SH | SOLE | 7,439,466 | 0 | 0 |