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 |
|
||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,560 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 11,246 | 334,600 | SH | Call | SOLE | 0 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 8,873 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 11,729 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 5,488 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,608 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 7,844 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 12,299 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 11,210 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,151 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,380 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 5,915 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 10,749 | 425,200 | SH | SOLE | 425,200 | 0 | 0 | ||
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 8,047 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 7,831 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||