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 |
| ADOBE INC | COM | 00724F101 | 25,610 | 113,200 | SH | SOLE | 113,200 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,707 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 47,023 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 33,040 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 52,599 | 35,020 | SH | SOLE | 35,020 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 11,938 | 449,822 | SH | SOLE | 449,822 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 15,774 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 16,779 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 7,105 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 37,455 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,218 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 36,050 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 16,620 | 403,801 | SH | SOLE | 403,801 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 6,908 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,383 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 21,924 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 11,121 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 11,640 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 16,486 | 199,975 | SH | SOLE | 199,975 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 20,546 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 32,170 | 283,433 | SH | SOLE | 283,433 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 4,956 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 6,437 | 486,900 | SH | SOLE | 486,900 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 9,896 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 5,784 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 11,420 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||