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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 10,584 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 38,367 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 55,203 | 330,100 | SH | SOLE | 330,100 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 54,585 | 44,700 | SH | SOLE | 44,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 52,077 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 11,057 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 28,200 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 32,296 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 4,751 | 281,633 | SH | SOLE | 281,633 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 19,548 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 71,232 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 12,092 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 26,494 | 532,328 | SH | SOLE | 532,328 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 17,380 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 21,795 | 145,900 | SH | SOLE | 145,900 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 28,210 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 44,547 | 1,071,100 | SH | SOLE | 1,071,100 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 3,572 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 49,773 | 358,000 | SH | SOLE | 358,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 20,072 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 26,762 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 12,735 | 179,014 | SH | SOLE | 179,014 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 25,630 | 172,664 | SH | SOLE | 172,664 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 44,424 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 25,470 | 1,612,000 | SH | SOLE | 1,612,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 33,387 | 112,500 | SH | Put | SOLE | 112,500 | 0 | 0 | |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 8,304 | 650,310 | SH | SOLE | 650,310 | 0 | 0 | ||