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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 20,464 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 20,906 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 11,924 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
BED BATH & BEYOND INC | COM | 075896100 | 32,281 | 1,900,000 | SH | Call | SOLE | 1,900,000 | 0 | 0 | |
BED BATH & BEYOND INC | COM | 075896100 | 21,238 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |
BORGWARNER INC | COM | 099724106 | 16,324 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 21,888 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 3,287 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
DOMO INC | COM CL B | 257554105 | 4,033 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 11,900 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 29,171 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 4,819 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
GAP INC | COM | 364760108 | 5,236 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 38,955 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 25,970 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 34,668 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 783 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 9,531 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 1,174 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 11,725 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 28,305 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 23,355 | 65,500 | SH | SOLE | 65,500 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 17,828 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
NEW YORK TIMES CO | CL A | 650111107 | 9,855 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 9,855 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 31,674 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 5,432 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
SIRIUS XM HLDGS INC | COM | 82968B103 | 14,175 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
SIRIUS XM HLDGS INC | COM | 82968B103 | 41,760 | 7,365,000 | SH | SOLE | 7,365,000 | 0 | 0 | ||
SLEEP NUMBER CORP | COM | 83125X103 | 14,100 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 11,238 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 20,603 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 11,455 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 19,092 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
TARGET CORP | COM | 87612E106 | 24,078 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 28,637 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
YEXT INC | COM | 98585N106 | 3,279 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 26,650 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 57,031 | 10,700,000 | SH | SOLE | 10,700,000 | 0 | 0 |