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 |
ALTICE USA INC | CL A | 02156K103 | 3,489 | 127,600 | SH | SOLE | 127,600 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 15,980 | 8,648 | SH | SOLE | 8,648 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 13,334 | 110,800 | SH | SOLE | 110,800 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 6,661 | 52,700 | SH | SOLE | 52,700 | 0 | 0 | ||
BILIBILI INC | SPONS ADS REP Z | 090040106 | 6,281 | 337,300 | SH | SOLE | 337,300 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 5,643 | 151,742 | SH | SOLE | 151,742 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,797 | 72,100 | SH | SOLE | 72,100 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 8,272 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 8,580 | 121,100 | SH | SOLE | 121,100 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 11,185 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 7,654 | 36,000 | SH | Put | SOLE | 36,000 | 0 | 0 | |
ISHARES TR | EXPANDED TECH | 464287515 | 10,137 | 43,500 | SH | Put | SOLE | 43,500 | 0 | 0 | |
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 4,381 | 90,000 | SH | Put | SOLE | 90,000 | 0 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 12,829 | 102,016 | SH | SOLE | 102,016 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 16,285 | 55,356 | SH | SOLE | 55,356 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 8,877 | 56,292 | SH | SOLE | 56,292 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 8,413 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 1,988 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 6,407 | 169,400 | SH | SOLE | 169,400 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 3,843 | 28,700 | SH | SOLE | 28,700 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 8,726 | 53,655 | SH | SOLE | 53,655 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 17,306 | 61,300 | SH | SOLE | 61,300 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 7,939 | 126,900 | SH | SOLE | 126,900 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 5,358 | 68,319 | SH | SOLE | 68,319 | 0 | 0 | ||
TELARIA INC | COM | 879181105 | 2,821 | 320,200 | SH | SOLE | 320,200 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 4,323 | 405,140 | SH | SOLE | 405,140 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 2,681 | 16,300 | SH | SOLE | 16,300 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 2,946 | 43,300 | SH | SOLE | 43,300 | 0 | 0 |