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 |
| 2U INC | COM | 90214J101 | 6,525 | 92,100 | SH | SOLE | 92,100 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,553 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,531 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,297 | 2,810 | SH | SOLE | 2,810 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 10,952 | 6,150 | SH | SOLE | 6,150 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 9,498 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,541 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,719 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 4,391 | 115,200 | SH | SOLE | 115,200 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 6,472 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 6,668 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 3,728 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 3,296 | 23,060 | SH | SOLE | 23,060 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 5,400 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 736 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 7,510 | 45,830 | SH | SOLE | 45,830 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 5,585 | 232,400 | SH | SOLE | 232,400 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 4,412 | 172,800 | SH | SOLE | 172,800 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,765 | 236,260 | SH | SOLE | 236,260 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 4,438 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 11,568 | 47,630 | SH | SOLE | 47,630 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 5,149 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 6,947 | 66,900 | SH | SOLE | 66,900 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 4,857 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 11,758 | 47,700 | SH | SOLE | 47,700 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 4,156 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 10,544 | 84,620 | SH | SOLE | 84,620 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 2,723 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 6,996 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 10,161 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 1,511 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |