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 |
ARRIS INTERNATIONAL PLC | SHS | G0551A103 | 77,908 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
CYBERARK SOFTWARE LTD/ISRAEL | SHS | M2682V108 | 19,828 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
EXPEDIA INC | COM NEW | 30212P303 | 87,540 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
BOX INC - CLASS A | CL A | 10316T104 | 18,912 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
CBS CORP-CLASS B NON VOTING | CL B | 124857202 | 62,951 | 1,150,000 | SH | SOLE | 0 | 0 | 1,150,000 | ||
INFOBLOX INC | COM | 45672H104 | 33,754 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 39,879 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
TABLEAU SOFTWARE INC-CL A | CL A | 87336U105 | 41,453 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
WAYFAIR INC- CLASS A | CL A | 94419L101 | 14,764 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
AMAZON.COM INC | COM | 023135106 | 133,970 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 132,389 | 3,260,000 | SH | SOLE | 3,260,000 | 0 | 0 | ||
LIBERTY BROADBAND-C | COM SER C | 530307305 | 114,368 | 1,600,000 | SH | SOLE | 0 | 0 | 1,600,000 | ||
WORKDAY INC-CLASS A | CL A | 98138H101 | 38,968 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
YAHOO! INC | COM | 984332106 | 155,160 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 41,700 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
COMMSCOPE HOLDING CO INC | COM | 20337X109 | 81,297 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRIS | COM | 42824C109 | 56,875 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
LENDINGTREE INC | COM | 52603B107 | 4,846 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LIBERTY SIRIUS GROUP-C | COM C SIRIUSXM | 531229607 | 76,843 | 2,300,000 | SH | SOLE | 0 | 0 | 2,300,000 | ||
MICROSOFT CORP | COM | 594918104 | 109,440 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 67,744 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
VEEVA SYSTEMS INC-CLASS A | CL A COM | 922475108 | 51,600 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
VERINT SYSTEMS INC | COM | 92343X100 | 31,045 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
AMERICAN TOWER CORP | COM | 03027X100 | 96,331 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
AMZN US 10/28/16 C827.5 | CALL | 023135906 | 746 | 200 | SH | Call | SOLE | 0 | 0 | 200 | |
AMZN US 10/28/16 P827.5 | PUT | 023135956 | 788 | 300 | SH | Put | SOLE | 0 | 0 | 300 |