The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALTAIR ENGR INC COM CL A 021369103 17,691 564,121 SH   SOLE 0 564,121 0 0
AMAZON COM INC COM 023135106 90,207 62,326 SH   SOLE 0 62,326 0 0
APPLE INC COM 037833100 59,055 351,976 SH   SOLE 0 351,976 0 0
AUTODESK INC COM 052769106 9,552 76,065 SH   SOLE 0 76,065 0 0
AUTODESK INC COM 052769106 57,001 453,900 SH Call SOLE 0 453,900 0 0
BOOKING HLDGS INC COM 09857L108 57,627 27,700 SH Put SOLE 0 27,700 0 0
CLOUDERA INC COM 18914U100 36,468 1,689,903 SH   SOLE 0 1,689,903 0 0
ELLIE MAE INC COM 28849P100 67,176 730,648 SH   SOLE 0 730,648 0 0
EXPEDIA GROUP INC COM NEW 30212P303 36,475 330,357 SH   SOLE 0 330,357 0 0
FLEX LTD ORD Y2573F102 91,302 5,591,088 SH   SOLE 0 5,591,088 0 0
FORTINET INC COM 34959E109 35,733 666,910 SH   SOLE 0 666,910 0 0
GRUBHUB INC COM 400110102 10,008 98,630 SH   SOLE 0 98,630 0 0
GRUBHUB INC COM 400110102 108,725 1,071,500 SH Call SOLE 0 1,071,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 359 20,458 SH   SOLE 0 20,458 0 0
IAC INTERACTIVECORP COM 44919P508 35,764 228,702 SH   SOLE 0 228,702 0 0
INTEL CORP COM 458140100 1,363 26,175 SH   SOLE 0 26,175 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 55,973 2,324,455 SH   SOLE 0 2,324,455 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 39,243 1,868,700 SH Call SOLE 0 1,868,700 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 123,971 5,903,380 SH   SOLE 0 5,903,380 0 0
NETFLIX INC COM 64110L106 43,556 147,471 SH   SOLE 0 147,471 0 0
NETFLIX INC COM 64110L106 64,357 217,900 SH Call SOLE 0 217,900 0 0
NUTANIX INC CL A 67059N108 50,862 1,035,672 SH   SOLE 0 1,035,672 0 0
NVIDIA CORP COM 67066G104 43,075 185,998 SH   SOLE 0 185,998 0 0
QORVO INC COM 74736K101 180,037 2,555,526 SH   SOLE 0 2,555,526 0 0
QORVO INC COM 74736K101 20,402 289,600 SH Call SOLE 0 289,600 0 0
REALPAGE INC COM 75606N109 103,968 2,018,794 SH   SOLE 0 2,018,794 0 0
REDFIN CORP COM 75737F108 7,030 307,944 SH   SOLE 0 307,944 0 0
REDFIN CORP COM 75737F108 45,998 2,014,800 SH Call SOLE 0 2,014,800 0 0
SYMANTEC CORP COM 871503108 14,812 573,000 SH Call SOLE 0 573,000 0 0
SYMANTEC CORP COM 871503108 44,554 1,723,578 SH   SOLE 0 1,723,578 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 17,798 634,978 SH   SOLE 0 634,978 0 0
TIME WARNER INC COM NEW 887317303 88,895 939,889 SH   SOLE 0 939,889 0 0
WAYFAIR INC CL A 94419L101 5,921 87,677 SH   SOLE 0 87,677 0 0
WAYFAIR INC CL A 94419L101 76,471 1,132,400 SH Call SOLE 0 1,132,400 0 0
WORKDAY INC CL A 98138H101 60,419 475,329 SH   SOLE 0 475,329 0 0
WORKDAY INC CL A 98138H101 32,604 256,500 SH Call SOLE 0 256,500 0 0
ZYNGA INC CL A 98986T108 55,362 15,126,300 SH Call SOLE 0 15,126,300 0 0