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 |
|
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 | 27,745 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 5,070 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
APPLE INC | COM | 037833100 | 55,418 | 280,000 | SH | Put | SOLE | 280,000 | 0 | 0 | |
APTIV PLC | SHS | G6095L109 | 32,332 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 15,884 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
BED BATH & BEYOND INC | COM | 075896100 | 11,620 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
BORGWARNER INC | COM | 099724106 | 27,287 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 33,740 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
CHEWY INC | CL A | 16679L109 | 14,000 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 79,595 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 41,892 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
DROPBOX INC | CL A | 26210C104 | 19,289 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 35,441 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 14,475 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 38,600 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 52,110 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
FORD MTR CO DEL | COM | 345370860 | 10,230 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
GAP INC | COM | 364760108 | 8,985 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 53,942 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 11,790 | 151,172 | SH | SOLE | 151,172 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 31,196 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
INTELSAT S A | COM | L5140P101 | 973 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 112,044 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,776 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 18,196 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 26,908 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 26,908 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
MATTEL INC | COM | 577081102 | 11,210 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 80,376 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 73,464 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 14,027 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 9,558 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 45,784 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
SIRIUS XM HLDGS INC | COM | 82968B103 | 53,010 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 4,288 | 114,336 | SH | SOLE | 114,336 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 11,440 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 15,594 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 17,322 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 35,945 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 36,145 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 | |
URBAN OUTFITTERS INC | COM | 917047102 | 6,825 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 66,108 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 19,136 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 26,961 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 20,508 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
YEXT INC | COM | 98585N106 | 10,748 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 49,040 | 8,000,000 | SH | Call | SOLE | 8,000,000 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 39,845 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 |