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 |
| APPLE INC | COM | 037833100 | 2,873 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 5,531 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 4,915 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 15,458 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 11,594 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 30,420 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 3,889 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 21,471 | 231,000 | SH | SOLE | 231,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 9,295 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 13,428 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 29,374 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 17,540 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 19,094 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 28,288 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 2,212 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 17,568 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 2,422 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 5,723 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 1,647 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 19,215 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,912 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 5,094 | 180,000 | SH | Put | SOLE | 180,000 | 0 | 0 | |
| SWIFT TRANSN CO | CL A | 87074U101 | 1,232 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 2,099 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| TRUECAR INC | COM | 89785L107 | 14,697 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 11,888 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 25,228 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 22,696 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 16,506 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 23,706 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 11,973 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 4,789 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 15,960 | 5,600,000 | SH | SOLE | 5,600,000 | 0 | 0 | ||