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 | 22,576 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 15,774 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 7,540 | 120,000 | SH | Put | SOLE | 120,000 | 0 | 0 | |
| AVAYA HLDGS CORP | COM | 05351X101 | 2,762 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 20,075 | 1,190,000 | SH | SOLE | 1,190,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 6,392 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 27,230 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,712 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 8,867 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 4,560 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 1,140 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 25,248 | 895,000 | SH | SOLE | 895,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 10,701 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 9,360 | 6,000,000 | SH | Put | SOLE | 6,000,000 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 74,328 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 37,698 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,360 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 19,118 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 21,935 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 19,708 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 24,087 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 3,644 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||