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 |
ADOBE SYS INC | COM | 00724F101 | 47,241 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 48,283 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 31,745 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 70,105 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
BILIBILI INC | SPONS ADS REP Z | 090040106 | 20,220 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 65,176 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 7,534 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 68,164 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 21,562 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 31,026 | 257,500 | SH | SOLE | 257,500 | 0 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 8,755 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 40,390 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
JBG SMITH PPTYS | COM | 46590V100 | 11,049 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 4,649 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 40,853 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 31,532 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,978 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 22,874 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 51,467 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 37,413 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 14,802 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 29,604 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 4,236 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 4,755 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 12,562 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
SENDGRID INC | COM | 816883102 | 8,609 | 234,000 | SH | SOLE | 234,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 87,216 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 137,940 | 762,816 | SH | SOLE | 762,816 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 18,083 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
STARS GROUP INC | COM | 85570W100 | 7,470 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
TURTLE BEACH CORP | COM NEW | 900450206 | 1,994 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 11,583 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 8,628 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZUORA INC | COM CL A | 98983V106 | 9,244 | 400,000 | SH | SOLE | 400,000 | 0 | 0 |