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 |
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 411 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 11,786 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 15,944 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,415 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 8,982 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 6,750 | 41,439 | SH | SOLE | 41,439 | 0 | 0 | ||
AXCELLA HEALTH INC | COM | 05454B105 | 93 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 1,875 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 33,104 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
CAMBIUM NETWORKS CORP | SHS | G17766109 | 144 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 219 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 5,789 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 700 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 683 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 6,982 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 560 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 19,300 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 23,925 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 | 163 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 10,213 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 9,548 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 5,382 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 6,729 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,349 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 23,876 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 4,106 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 235 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 11,591 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 8,063 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 271 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 17,875 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 732,500 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 16,815 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 16,739 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
STOKE THERAPEUTICS INC | COM | 86150R107 | 292 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 219 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 13,960 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 232 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 7,133 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 14,265 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 3,249 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 355 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 22,988 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 |