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 | 30,759 | 517,653 | SH | SOLE | 517,653 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 15,908 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 40,182 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 27,340 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 76,131 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 31,440 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 17,172 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 14,280 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 30,685 | 10,729,178 | SH | SOLE | 10,729,178 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 24,935 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 24,668 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 76,969 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 41,050 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 17,715 | 153,200 | SH | SOLE | 153,200 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 13,155 | 200,600 | SH | SOLE | 200,600 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 17,713 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 23,788 | 150,079 | SH | SOLE | 150,079 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 19,314 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 28,184 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 29,689 | 645,900 | SH | SOLE | 645,900 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 48,536 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 10,257 | 31,700 | SH | Call | SOLE | 31,700 | 0 | 0 | |
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 5,349 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 9,940 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 15,474 | 175,380 | SH | SOLE | 175,380 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 21,084 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 45,816 | 281,700 | SH | SOLE | 281,700 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 16,330 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 72,419 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 74,296 | 6,328,463 | SH | SOLE | 6,328,463 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 17,199 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 49,134 | 1,652,126 | SH | SOLE | 1,652,126 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 52,463 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||