The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 1,277 1,145 SH   SOLE 0 1,145 0 0
ALTAIR ENGR INC COM CL A 021369103 43,247 1,265,271 SH   SOLE 0 1,265,271 0 0
AMAZON COM INC COM 023135106 109,795 64,593 SH   SOLE 0 64,593 0 0
AUTODESK INC COM 052769106 16,937 129,200 SH Call SOLE 0 129,200 0 0
AUTODESK INC COM 052769106 83,641 638,044 SH   SOLE 0 638,044 0 0
BOOKING HLDGS INC COM 09857L108 56,150 27,700 SH Put SOLE 0 27,700 0 0
BROADCOM INC COM 11135F101 30,562 125,958 SH   SOLE 0 125,958 0 0
CERIDIAN HCM HLDG INC COM 15677J108 40,179 1,210,579 SH   SOLE 0 1,210,579 0 0
CLOUDERA INC COM 18914U100 43,114 3,160,821 SH   SOLE 0 3,160,821 0 0
DISNEY WALT CO COM DISNEY 254687106 33,099 315,800 SH Call SOLE 0 315,800 0 0
DISNEY WALT CO COM DISNEY 254687106 81,280 775,498 SH   SOLE 0 775,498 0 0
ELLIE MAE INC COM 28849P100 97,549 939,412 SH   SOLE 0 939,412 0 0
FLEX LTD ORD Y2573F102 20,234 1,434,000 SH Call SOLE 0 1,434,000 0 0
FLEX LTD ORD Y2573F102 115,243 8,167,492 SH   SOLE 0 8,167,492 0 0
FORTINET INC COM 34959E109 31,051 497,366 SH   SOLE 0 497,366 0 0
GRUBHUB INC COM 400110102 90,128 859,100 SH Call SOLE 0 859,100 0 0
GRUBHUB INC COM 400110102 1,897 18,085 SH   SOLE 0 18,085 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 53,785 2,292,640 SH   SOLE 0 2,292,640 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 130,751 6,098,441 SH   SOLE 0 6,098,441 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 40,065 1,868,700 SH Call SOLE 0 1,868,700 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 17,839 211,613 SH   SOLE 0 211,613 0 0
NETFLIX INC COM 64110L106 161,405 412,346 SH   SOLE 0 412,346 0 0
NUTANIX INC CL A 67059N108 81,860 1,587,365 SH   SOLE 0 1,587,365 0 0
NVIDIA CORP COM 67066G104 76,318 322,151 SH   SOLE 0 322,151 0 0
QORVO INC COM 74736K101 42,963 535,900 SH Call SOLE 0 535,900 0 0
QORVO INC COM 74736K101 200,311 2,498,575 SH   SOLE 0 2,498,575 0 0
REALPAGE INC COM 75606N109 89,403 1,622,564 SH   SOLE 0 1,622,564 0 0
SYMANTEC CORP COM 871503108 50,248 2,433,322 SH   SOLE 0 2,433,322 0 0
SYMANTEC CORP COM 871503108 11,832 573,000 SH Call SOLE 0 573,000 0 0
TELADOC INC COM 87918A105 17,170 295,784 SH   SOLE 0 295,784 0 0
TRIMBLE INC COM 896239100 17,661 537,792 SH   SOLE 0 537,792 0 0
WAYFAIR INC CL A 94419L101 113,416 955,000 SH Call SOLE 0 955,000 0 0
WAYFAIR INC CL A 94419L101 891 7,500 SH   SOLE 0 7,500 0 0
WORKDAY INC CL A 98138H101 10,428 86,100 SH Call SOLE 0 86,100 0 0
WORKDAY INC CL A 98138H101 443 3,654 SH   SOLE 0 3,654 0 0
ZILLOW GROUP INC CL A 98954M101 20,945 350,537 SH   SOLE 0 350,537 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 157,338 2,664,038 SH   SOLE 0 2,664,038 0 0
ZYNGA INC CL A 98986T108 193,300 47,493,745 SH   SOLE 0 47,493,745 0 0
ZYNGA INC CL A 98986T108 35,547 8,733,900 SH Call SOLE 0 8,733,900 0 0