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 |
| AMAZON COM INC | COM | 023135106 | 59,655 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 72,088 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 29,053 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 25,004 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 31,581 | 2,450,000 | SH | Call | SOLE | 2,450,000 | 0 | 0 | |
| INTUIT | COM | 461202103 | 44,440 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 30,016 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,085 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 27,071 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
| NETFLIX | COM | 64110L106 | 16,045 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| OKTA INC | CLA | 679295105 | 21,510 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| ROKU INC | CLA | 77543R102 | 22,579 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 26,402 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 9,578 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 16,762 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 42,760 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 23,252 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 40,798 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 18,003 | 335,000 | SH | Put | SOLE | 335,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 18,003 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 21,675 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||