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 |
|
||||||||||||||||
| 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 |
| 3M CO | COM | 88579Y101 | 5,293 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 6,596 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 9,172 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,121 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,783 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,565 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 4,716 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 2,937 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 3,669 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 1,980 | 31,501 | SH | SOLE | 31,501 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 736 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 725 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 4,796 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 2,194 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,992 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 17,326 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 14,463 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 6,451 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 9,073 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 5,794 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 6,955 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 1,156 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,340 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 11,519 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,689 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,134 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 7,885 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 1,974 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,854 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 9,707 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 11,765 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,654 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,438 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 2,556 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 4,005 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 5,294 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 6,747 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 8,132 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 2,413 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 4,496 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 13,064 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 10,200 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 16,093 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 5,991 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,810 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 4,676 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 2,284 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 1,603 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 9,040 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 3,174 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 4,896 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||