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 |
8X8 INC NEW | COM | 282914100 | 6,736 | 361,185 | SH | SOLE | 361,185 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 42,874 | 198,417 | SH | SOLE | 198,417 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 48,329 | 46,598 | SH | SOLE | 46,598 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 20,348 | 1,101,100 | SH | SOLE | 1,101,100 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 15,631 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 9,362 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 9,362 | 4,500 | SH | Call | SOLE | 4,500 | 0 | 0 | |
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 44,893 | 778,178 | SH | SOLE | 778,178 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 24,743 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 29,280 | 856,892 | SH | SOLE | 856,892 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 17,071 | 140,800 | SH | SOLE | 140,800 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 4,965 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 13,817 | 86,468 | SH | SOLE | 86,468 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 23,969 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 4,526 | 283,601 | SH | SOLE | 283,601 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 29,352 | 295,289 | SH | SOLE | 295,289 | 0 | 0 | ||
STAMPS COM INC | COM NEW | 852857200 | 10,133 | 50,400 | SH | Call | SOLE | 50,400 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 49,339 | 808,312 | SH | SOLE | 808,312 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 30,338 | 310,270 | SH | SOLE | 310,270 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 10,215 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 20,990 | 572,100 | SH | SOLE | 572,100 | 0 | 0 |