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 |
ADOBE SYS INC | COM | 00724F101 | 33,214 | 136,229 | SH | SOLE | 136,229 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,542 | 175,400 | SH | SOLE | 175,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 15,602 | 9,179 | SH | SOLE | 9,179 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 25,975 | 107,050 | SH | SOLE | 107,050 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 8,203 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
COUPA SOFTWARE INC | COM | 22266L106 | 21,545 | 346,157 | SH | SOLE | 346,157 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 18,163 | 128,800 | SH | SOLE | 128,800 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 46,375 | 446,600 | SH | SOLE | 446,600 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 58,160 | 299,300 | SH | SOLE | 299,300 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 5,295 | 253,000 | SH | SOLE | 253,000 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 20,989 | 297,300 | SH | SOLE | 297,300 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 30,489 | 1,608,925 | SH | SOLE | 1,608,925 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 5,531 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 37,225 | 377,500 | SH | SOLE | 377,500 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 6,657 | 153,034 | SH | SOLE | 153,034 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 21,417 | 257,200 | SH | SOLE | 257,200 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 11,935 | 103,500 | SH | SOLE | 103,500 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 10,790 | 335,600 | SH | SOLE | 335,600 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 9,455 | 294,100 | SH | Call | SOLE | 294,100 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 10,515 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 26,090 | 436,661 | SH | SOLE | 436,661 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 12,590 | 106,370 | SH | SOLE | 106,370 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 19,782 | 398,100 | SH | SOLE | 398,100 | 0 | 0 |