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 |
|
||||||||||||||||
| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507v109 | 87,318 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 45,540 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 39,964 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 1,356 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 144,423 | 811,000 | SH | SOLE | 811,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 169,929 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 109,722 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 104,900 | 2,500,000 | SH | SOLE | 0 | 0 | 2,500,000 | ||
| LOWES COS INC | COM | 548661107 | 155,703 | 1,416,000 | SH | SOLE | 1,416,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 113,002 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 183,867 | 1,322,500 | SH | SOLE | 1,322,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 41,213 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 18,323 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 74,855 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 67,912 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 61,761 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 136,713 | 921,000 | SH | SOLE | 921,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 42,475 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 54,189 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||