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 |
| BED BATH & BEYOND INC | COM | 075896100 | 5,623 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 5,190 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 4,194 | 45,561 | SH | SOLE | 45,561 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 9,854 | 377,129 | SH | SOLE | 377,129 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,920 | 87,307 | SH | SOLE | 87,307 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 18,006 | 129,453 | SH | SOLE | 129,453 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 3,778 | 197,383 | SH | SOLE | 197,383 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 16,766 | 265,500 | SH | SOLE | 265,500 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 19,080 | 113,123 | SH | SOLE | 113,123 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 843 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 14,725 | 309,608 | SH | SOLE | 309,608 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 21,810 | 38,947 | SH | SOLE | 38,947 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 9,872 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 12,303 | 63,854 | SH | SOLE | 63,854 | 0 | 0 | ||