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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 190,880 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 306,153 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 113,390 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 172,008 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 382,916 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 242,452 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 226,067 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 71,915 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 201,440 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 316,926 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 117,585 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 189,462 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 270,671 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 193,500 | 12,500,000 | SH | SOLE | 12,500,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 405,010 | 8,080,808 | SH | SOLE | 8,080,808 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 400,960 | 8,000,000 | SH | Call | SOLE | 8,000,000 | 0 | 0 | |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 147,764 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 214,025 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 244,440 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 61,110 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 270,921 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||