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 | 8,743 | 84,117 | SH | SOLE | 84,117 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 12,344 | 111,828 | SH | SOLE | 111,828 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 13,997 | 561,697 | SH | SOLE | 561,697 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 22,238 | 480,303 | SH | SOLE | 480,303 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 20,835 | 450,000 | SH | Call | SOLE | 450,000 | 0 | 0 | |
| BORGWARNER INC | COM | 099724106 | 13,788 | 250,917 | SH | SOLE | 250,917 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 10,441 | 179,981 | SH | SOLE | 179,981 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 8,699 | 270,000 | SH | Call | SOLE | 270,000 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 12,292 | 156,191 | SH | SOLE | 156,191 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 8,712 | 111,666 | SH | SOLE | 111,666 | 0 | 0 | ||
| FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 5,815 | 230,498 | SH | SOLE | 230,498 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 6,322 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| GOPRO INC | CL A | 38268T103 | 697 | 11,026 | SH | SOLE | 11,026 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,496 | 121,819 | SH | SOLE | 121,819 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 10,812 | 339,244 | SH | SOLE | 339,244 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 4,789 | 194,188 | SH | SOLE | 194,188 | 0 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 14,087 | 58,483 | SH | SOLE | 58,483 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 14,458 | 243,774 | SH | SOLE | 243,774 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 2,416 | 42,700 | SH | Put | SOLE | 42,700 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 11,462 | 168,931 | SH | SOLE | 168,931 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 4,192 | 78,380 | SH | SOLE | 78,380 | 0 | 0 | ||
| VIVINT SOLAR INC | COM | 92854Q106 | 1,198 | 129,931 | SH | SOLE | 129,931 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 19,105 | 98,613 | SH | SOLE | 98,613 | 0 | 0 | ||