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 |
| DISH NETWORK CORP | COM | 25470M109 | 4,204 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC | COM | 16119P108 | 14,554 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | COM | G5876H105 | 13,073 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| VMWARE INC-CLASS A | COM | 928563402 | 5,890 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 13,301 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| LIBERTY GLOBAL | COM | G5480U120 | 2,365 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 9,602 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 12,855 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SBA COMMS CORP | COM | 78410G104 | 9,592 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TWILIO INC | COM | 90138F102 | 6,093 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 8,506 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| DRAFT KINGS | COM | 26142R104 | 779,568 | 16,743,300 | SH | SOLE | 16,743,300 | 0 | 0 | ||