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 | 22,029 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 21,915 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 1,787 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 17,865 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | |
| DOMO INC | COM CL B | 257554105 | 27,320 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 62,625 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,634 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 22,032 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 5,057 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| IRON MTN INC NEW | COM | 46284V101 | 28,921 | 924,000 | SH | Put | SOLE | 924,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 19,689 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 17,516 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 77,940 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 33,125 | 850,000 | SH | Put | SOLE | 850,000 | 0 | 0 | |
| PIVOTAL SOFTWARE INC | COM CL A | 72582H107 | 10,560 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 34,476 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 23,444 | 1,420,000 | SH | SOLE | 1,420,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 8,964 | 120,900 | SH | SOLE | 120,900 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 26,112 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 25,084 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 22,346 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 18,516 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| VONAGE HLDGS CORP | COM | 92886T201 | 11,330 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| WAGEWORKS INC | COM | 930427109 | 21,840 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||