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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,292 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,899 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,474 | 20,771 | SH | SOLE | 20,771 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,885 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 6,719 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 8,434 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 1,037 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 7,819 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 1,956 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 4,623 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,310 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 1,036 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 4,770 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
HASBRO INC | COM | 418056107 | 2,374 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
HUYA INC | ADS REP SHS A | 44852D108 | 362 | 15,293 | SH | SOLE | 15,293 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 2,577 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 3,713 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,829 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 5,431 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 929 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,143 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 2,781 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 2,676 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,338 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
NORFOLK SOUTHERN CORP | COM | 655844108 | 8,983 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 5,222 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PPG INDS INC | COM | 693506107 | 4,148 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 2,288 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
RINGCENTRAL INC | CL A | 76680R206 | 628 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 1,018 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 2,031 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 3,160 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SONY CORP | SPONSORED ADR | 835699307 | 5,913 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 17,806 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 2,357 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 1,155 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,296 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,267 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 2,585 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 4,120 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 4,793 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 5,820 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 |