0001172661-20-001826.txt : 20200814 0001172661-20-001826.hdr.sgml : 20200814 20200814161553 ACCESSION NUMBER: 0001172661-20-001826 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Contour Asset Management LLC CENTRAL INDEX KEY: 0001510669 IRS NUMBER: 000000000 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14201 FILM NUMBER: 201105264 BUSINESS ADDRESS: STREET 1: 99 PARK AVENUE STREET 2: SUITE 1540 CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 646 553 2491 MAIL ADDRESS: STREET 1: 99 PARK AVENUE STREET 2: SUITE 1540 CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001510669 XXXXXXXX 06-30-2020 06-30-2020 false Contour Asset Management LLC

99 PARK AVENUE SUITE 1540 NEW YORK NY 10016

13F HOLDINGS REPORT 028-14201 N Alpa Rana 646-553-2496 Alpa Rana New York NY 08-14-2020 0 38 2035652 INFORMATION TABLE 2 contour13fq218.inftab.xml AMAZON COM INC COM 023135106 109155 39566 SH SOLE 39566 0 0 BILL COM HLDGS INC COM 090043100 54091 599614 SH SOLE 599614 0 0 BLACKBAUD INC COM 09227Q100 25740 450953 SH SOLE 450953 0 0 CARGURUS INC COM CL A 141788109 10901 430019 SH SOLE 430019 0 0 CARGURUS INC COM CL A 141788109 50923 2008800 SH Call SOLE 2008800 0 0 COMCAST CORP NEW CL A 20030N101 53288 1367048 SH SOLE 1367048 0 0 COMCAST CORP NEW CL A 20030N101 35632 914100 SH Call SOLE 914100 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 72863 1889594 SH SOLE 1889594 0 0 DISH NETWORK CORPORATION CL A 25470M109 68329 1979963 SH SOLE 1979963 0 0 DISNEY WALT CO COM DISNEY 254687106 41716 374100 SH Call SOLE 374100 0 0 ECHOSTAR CORP CL A 278768106 33990 1215654 SH SOLE 1215654 0 0 ETSY INC COM 29786A106 65309 614793 SH SOLE 614793 0 0 GREEN DOT CORP CL A 39304D102 73339 1494283 SH SOLE 1494283 0 0 GRUBHUB INC COM 400110102 70915 1008747 SH SOLE 1008747 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 29320 264503 SH SOLE 264503 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 24303 165447 SH SOLE 165447 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 87127 2485085 SH SOLE 2485085 0 0 NETFLIX INC COM 64110L106 73124 160699 SH SOLE 160699 0 0 NEW RELIC INC COM 64829B100 46709 677924 SH SOLE 677924 0 0 NEWS CORP NEW CL A 65249B109 54582 4602219 SH SOLE 4602219 0 0 NORTONLIFELOCK INC COM 668771108 104110 5250116 SH SOLE 5250116 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 158619 6268273 SH SOLE 6268273 0 0 PAYPAL HLDGS INC COM 70450Y103 70944 407187 SH SOLE 407187 0 0 QORVO INC COM 74736K101 76505 692162 SH SOLE 692162 0 0 RINGCENTRAL INC CL A 76680R206 3670 12878 SH SOLE 12878 0 0 RINGCENTRAL INC CL A 76680R206 56061 196700 SH Call SOLE 196700 0 0 ROKU INC COM CL A 77543R102 15102 129600 SH Call SOLE 129600 0 0 ROKU INC COM CL A 77543R102 1059 9090 SH SOLE 9090 0 0 SNAP INC CL A 83304A106 7880 335470 SH SOLE 335470 0 0 SPLUNK INC COM 848637104 51497 259170 SH SOLE 259170 0 0 STITCH FIX INC COM CL A 860897107 40946 1641772 SH SOLE 1641772 0 0 STITCH FIX INC COM CL A 860897107 6203 248700 SH Call SOLE 248700 0 0 WORKDAY INC CL A 98138H101 129395 690621 SH SOLE 690621 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 33834 778694 SH SOLE 778694 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 1391 91000 SH SOLE 91000 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 14862 972000 SH Call SOLE 972000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 104533 1814501 SH SOLE 1814501 0 0 ZYNGA INC CL A 98986T108 77685 8143085 SH SOLE 8143085 0 0