The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 27,067 | 100,267 | SH | SOLE | 100,267 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,170 | 10,569 | SH | SOLE | 10,569 | 0 | 0 | ||
| BELDEN INC | COM | 077454106 | 2,192 | 30,700 | SH | Put | SOLE | 30,700 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 15,349 | 433,476 | SH | SOLE | 433,476 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 30,808 | 389,485 | SH | SOLE | 389,485 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 31,219 | 259,100 | SH | SOLE | 259,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,219 | 74,300 | SH | SOLE | 74,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,565 | 76,400 | SH | Call | SOLE | 76,400 | 0 | 0 | |
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 17,804 | 1,003,585 | SH | SOLE | 1,003,585 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 4,131 | 40,900 | SH | SOLE | 40,900 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 2,179 | 48,800 | SH | Put | SOLE | 48,800 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 37,418 | 327,164 | SH | SOLE | 327,164 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 22,369 | 510,708 | SH | SOLE | 510,708 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 8,306 | 22,200 | SH | SOLE | 22,200 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 8,568 | 22,900 | SH | Call | SOLE | 22,900 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 26,644 | 303,327 | SH | SOLE | 303,327 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 15,629 | 615,300 | SH | Call | SOLE | 615,300 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 14,955 | 82,700 | SH | SOLE | 82,700 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 38,975 | 555,361 | SH | SOLE | 555,361 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 18,357 | 133,029 | SH | SOLE | 133,029 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 33,094 | 714,306 | SH | SOLE | 714,306 | 0 | 0 | ||
| VECTOR GROUP LTD | COM | 92240M108 | 2,067 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |