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 | 25,567 | 335,000 | SH | SOLE | 0 | 335,000 | 0 | 0 | |
ALBEMARLE CORP | COM | 012653101 | 2,170 | 23,000 | SH | SOLE | 0 | 23,000 | 0 | 0 | |
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 10,463 | 450,000 | SH | Put | SOLE | 0 | 450,000 | 0 | 0 |
APTIV PLC | SHS | G6095L109 | 6,231 | 68,000 | SH | SOLE | 0 | 68,000 | 0 | 0 | |
CINTAS CORP | COM | 172908105 | 34,978 | 189,000 | SH | SOLE | 0 | 189,000 | 0 | 0 | |
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 18,545 | 391,000 | SH | SOLE | 0 | 391,000 | 0 | 0 | |
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 18,972 | 400,000 | SH | Call | SOLE | 0 | 400,000 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 31,443 | 300,000 | SH | Call | SOLE | 0 | 300,000 | 0 | 0 |
DOMINOS PIZZA INC | COM | 25754A201 | 2,822 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
DYCOM INDS INC | COM | 267475101 | 28,353 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
ETSY INC | COM | 29786A106 | 21,095 | 500,000 | SH | Put | SOLE | 0 | 500,000 | 0 | 0 |
ETSY INC | COM | 29786A106 | 52,738 | 1,250,000 | SH | SOLE | 0 | 1,250,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 65,097 | 335,000 | SH | SOLE | 0 | 335,000 | 0 | 0 | |
FASTENAL CO | COM | 311900104 | 5,776 | 120,000 | SH | Put | SOLE | 0 | 120,000 | 0 | 0 |
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 22,140 | 2,000,000 | SH | Put | SOLE | 0 | 2,000,000 | 0 | 0 |
GENERAL MTRS CO | COM | 37045V100 | 49,053 | 1,245,000 | SH | SOLE | 0 | 1,245,000 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 31,520 | 800,000 | SH | Call | SOLE | 0 | 800,000 | 0 | 0 |
HORTONWORKS INC | COM | 440894103 | 7,288 | 400,000 | SH | Call | SOLE | 0 | 400,000 | 0 | 0 |
HORTONWORKS INC | COM | 440894103 | 19,495 | 1,070,000 | SH | SOLE | 0 | 1,070,000 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 46,967 | 308,000 | SH | SOLE | 0 | 308,000 | 0 | 0 | |
INTELSAT S A | COM | L5140P101 | 833 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 40,943 | 250,000 | SH | Put | SOLE | 0 | 250,000 | 0 | 0 |
KROGER CO | COM | 501044101 | 5,690 | 200,000 | SH | Put | SOLE | 0 | 200,000 | 0 | 0 |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 13,114 | 270,000 | SH | SOLE | 0 | 270,000 | 0 | 0 | |
MATCH GROUP INC | COM | 57665R106 | 6,973 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
NETAPP INC | COM | 64110D104 | 9,424 | 120,000 | SH | Put | SOLE | 0 | 120,000 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 23,486 | 60,000 | SH | Put | SOLE | 0 | 60,000 | 0 | 0 |
SMARTSHEET INC | COM CL A | 83200N103 | 1,299 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SMITH A O | COM | 831865209 | 8,873 | 150,000 | SH | Put | SOLE | 0 | 150,000 | 0 | 0 |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 25,404 | 151,000 | SH | SOLE | 0 | 151,000 | 0 | 0 | |
TERADATA CORP DEL | COM | 88076W103 | 4,015 | 100,000 | SH | Put | SOLE | 0 | 100,000 | 0 | 0 |
VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 15,401 | 150,000 | SH | Put | SOLE | 0 | 150,000 | 0 | 0 |
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 25,275 | 250,000 | SH | Call | SOLE | 0 | 250,000 | 0 | 0 |
WESTERN DIGITAL CORP | COM | 958102105 | 10,450 | 135,000 | SH | SOLE | 0 | 135,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 30,964 | 400,000 | SH | Call | SOLE | 0 | 400,000 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 41,074 | 410,000 | SH | SOLE | 0 | 410,000 | 0 | 0 | |
XPO LOGISTICS INC | COM | 983793100 | 10,018 | 100,000 | SH | Call | SOLE | 0 | 100,000 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 18,315 | 4,500,000 | SH | Call | SOLE | 0 | 4,500,000 | 0 | 0 |
ZYNGA INC | CL A | 98986T108 | 44,770 | 11,000,000 | SH | SOLE | 0 | 11,000,000 | 0 | 0 |