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 |
| 8X8 INC NEW | COM | 282914100 | 52,124 | 2,580,389 | SH | SOLE | 2,580,389 | 0 | 0 | ||
| ALTAIR ENGR INC | COM CL A | 021369103 | 28,786 | 782,014 | SH | SOLE | 782,014 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,482 | 1,394 | SH | SOLE | 1,394 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 80,497 | 516,602 | SH | SOLE | 516,602 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 79,639 | 1,353,951 | SH | SOLE | 1,353,951 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 39,394 | 3,600,888 | SH | SOLE | 3,600,888 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 17,473 | 1,597,200 | SH | Call | SOLE | 1,597,200 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 56,532 | 509,156 | SH | SOLE | 509,156 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 35,063 | 315,800 | SH | Call | SOLE | 315,800 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 100,890 | 1,022,291 | SH | SOLE | 1,022,291 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,402 | 104,398 | SH | SOLE | 104,398 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 44,896 | 514,860 | SH | SOLE | 514,860 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 29,559 | 1,957,559 | SH | SOLE | 1,957,559 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 82,154 | 1,505,479 | SH | SOLE | 1,505,479 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 16,372 | 209,116 | SH | SOLE | 209,116 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 100,006 | 5,027,975 | SH | SOLE | 5,027,975 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 84,777 | 237,765 | SH | SOLE | 237,765 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 28,201 | 747,242 | SH | SOLE | 747,242 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 34,913 | 486,730 | SH | SOLE | 486,730 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 17,667 | 246,300 | SH | Call | SOLE | 246,300 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 31,464 | 518,433 | SH | SOLE | 518,433 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 56,682 | 3,112,670 | SH | SOLE | 3,112,670 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 62,794 | 2,731,366 | SH | SOLE | 2,731,366 | 0 | 0 | ||
| SYNAPTICS INC | COM | 87157D109 | 584 | 14,700 | SH | Put | SOLE | 14,700 | 0 | 0 | |
| TENABLE HLDGS INC | COM | 88025T102 | 540 | 17,072 | SH | SOLE | 17,072 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 29,523 | 493,205 | SH | SOLE | 493,205 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 53,072 | 1,890,705 | SH | SOLE | 1,890,705 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 32,725 | 220,445 | SH | SOLE | 220,445 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 60,366 | 1,737,660 | SH | SOLE | 1,737,660 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 6,796 | 1,275,000 | SH | Call | SOLE | 1,275,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 114,086 | 21,404,460 | SH | SOLE | 21,404,460 | 0 | 0 | ||