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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 40,488 | 58,500 | SH | Call | SOLE | 0 | 58,500 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 5,340 | 7,590 | SH | SOLE | 0 | 7,590 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 45,212 | 63,179 | SH | SOLE | 0 | 63,179 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 83,656 | 116,900 | SH | Call | SOLE | 0 | 116,900 | 0 | 0 |
BROADCOM LTD | SHS | Y09827109 | 56,362 | 362,692 | SH | SOLE | 0 | 362,692 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 38,213 | 245,900 | SH | Call | SOLE | 0 | 245,900 | 0 | 0 |
DEMANDWARE INC | COM | 24802Y105 | 64,891 | 866,365 | SH | SOLE | 0 | 866,365 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 78,899 | 1,041,431 | SH | SOLE | 0 | 1,041,431 | 0 | 0 | |
FORTINET INC | COM | 34959E109 | 48,977 | 1,550,397 | SH | SOLE | 0 | 1,550,397 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 11,626 | 437,400 | SH | Put | SOLE | 0 | 437,400 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 65,259 | 2,100,392 | SH | SOLE | 0 | 2,100,392 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 18,179 | 585,100 | SH | Call | SOLE | 0 | 585,100 | 0 | 0 |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 55,598 | 3,043,106 | SH | SOLE | 0 | 3,043,106 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 46,118 | 819,142 | SH | SOLE | 0 | 819,142 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 33,235 | 175,612 | SH | SOLE | 0 | 175,612 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 22,505 | 2,361,500 | SH | Call | SOLE | 0 | 2,361,500 | 0 | 0 |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 83,759 | 8,788,952 | SH | SOLE | 0 | 8,788,952 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 10,172 | 111,195 | SH | SOLE | 0 | 111,195 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 37,726 | 412,400 | SH | Call | SOLE | 0 | 412,400 | 0 | 0 |
NVIDIA CORP | COM | 67066G104 | 80,381 | 1,709,863 | SH | SOLE | 0 | 1,709,863 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 28,740 | 702,167 | SH | SOLE | 0 | 702,167 | 0 | 0 | |
PAYCOM SOFTWARE INC | COM | 70432V102 | 34,107 | 789,332 | SH | SOLE | 0 | 789,332 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 25,944 | 710,600 | SH | Put | SOLE | 0 | 710,600 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 73,047 | 58,512 | SH | SOLE | 0 | 58,512 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 39,522 | 544,385 | SH | SOLE | 0 | 544,385 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 42,298 | 1,375,095 | SH | SOLE | 0 | 1,375,095 | 0 | 0 | |
STRATASYS LTD | SHS | M85548101 | 25,650 | 1,120,579 | SH | SOLE | 0 | 1,120,579 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 77,030 | 3,750,229 | SH | SOLE | 0 | 3,750,229 | 0 | 0 | |
TIVO INC | COM | 888706108 | 11,531 | 1,164,700 | SH | SOLE | 0 | 1,164,700 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 36,511 | 936,182 | SH | SOLE | 0 | 936,182 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 71,641 | 1,515,900 | SH | Call | SOLE | 0 | 1,515,900 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 83,046 | 33,351,639 | SH | SOLE | 0 | 33,351,639 | 0 | 0 |