The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 42,836 | 529,169 | SH | SOLE | 529,169 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 88,194 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 14,656 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 39,585 | 1,522,503 | SH | SOLE | 1,522,503 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 94,462 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 21,903 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 17,107 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CERENCE INC | COM | 156727109 | 27,245 | 557,500 | SH | SOLE | 557,500 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 55,816 | 89,400 | SH | SOLE | 89,400 | 0 | 0 | ||
CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 1,623 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 14,119 | 455,594 | SH | SOLE | 455,594 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 52,262 | 1,274,058 | SH | SOLE | 1,274,058 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 41,680 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 23,811 | 220,700 | SH | SOLE | 220,700 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 21,169 | 134,922 | SH | SOLE | 134,922 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 41,272 | 450,127 | SH | SOLE | 450,127 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 75,820 | 289,500 | SH | SOLE | 289,500 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 26,190 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
FARFETCH LTD | ORD SH CL A | 30744W107 | 18,870 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 36,524 | 354,426 | SH | SOLE | 354,426 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 12,014 | 92,647 | SH | SOLE | 92,647 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 22,937 | 279,858 | SH | SOLE | 279,858 | 0 | 0 | ||
GORES METROPOULOS INC | COM CL A | 382872109 | 17,130 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 31,210 | 282,059 | SH | SOLE | 282,059 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 57,799 | 274,800 | SH | SOLE | 274,800 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 35,157 | 1,059,278 | SH | SOLE | 1,059,278 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 22,191 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 4,852 | 510,728 | SH | SOLE | 510,728 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 29,555 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 25,293 | 254,862 | SH | SOLE | 254,862 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 27,202 | 1,094,196 | SH | SOLE | 1,094,196 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 25,754 | 53,100 | SH | SOLE | 53,100 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 29,052 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 38,633 | 1,479,618 | SH | SOLE | 1,479,618 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 66,978 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 11,436 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 39,089 | 158,196 | SH | SOLE | 158,196 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 26,204 | 131,042 | SH | SOLE | 131,042 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 43,512 | 202,259 | SH | SOLE | 202,259 | 0 | 0 |