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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 55,267 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 52,874 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 161,411 | 167,900 | SH | Call | SOLE | 167,900 | 0 | 0 | |
| BLACKLINE INC | COM | 09239B109 | 10,918 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 5,928 | 185,238 | SH | SOLE | 185,238 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 43,182 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 81,163 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 26,150 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | 45,300 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 49,523 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 73,628 | 3,175,000 | SH | SOLE | 3,175,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 76,896 | 2,453,601 | SH | SOLE | 2,453,601 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 38,907 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 48,517 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 42,519 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 48,257 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 77,007 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 15,335 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 67,862 | 1,150,000 | SH | Put | SOLE | 1,150,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 44,343 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 29,636 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 59,784 | 887,000 | SH | SOLE | 887,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 70,054 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||