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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 26,958 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 55,409 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 27,295 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | PUT | 075896950 | 51,298 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 37,202 | 1,250,060 | SH | SOLE | 1,250,060 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 19,572 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| DILLARDS INC | PUT | 254067951 | 18,284 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 74,576 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 10,751 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 25,800 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 1,940 | 32,044 | SH | SOLE | 32,044 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | 28,050 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ISHARES TR | PUT | 464287955 | 41,244 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 58,988 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 37,007 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 21,405 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 132,873 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 1,217 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 33,257 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 37,379 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 49,365 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 70,722 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPDR SERIES TRUST | PUT | 78464A954 | 101,376 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 45,792 | 2,650,000 | SH | SOLE | 2,650,000 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 27,812 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 29,635 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TARGET CORP | PUT | 87612E956 | 63,469 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 36,736 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 27,493 | 2,110,000 | SH | SOLE | 2,110,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 23,678 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 28,858 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||