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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 7,938 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 28,990 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 43,485 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 17,359 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 17,359 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 11,199 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 11,199 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 34,509 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CENTURYLINK INC | COM | 156700106 | 6,240 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 509 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 13,032 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 28,493 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 26,163 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 3,299 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 188,810 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| ISHARES TR | EXPANDED TECH | 464287515 | 21,188 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 16,457 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,998 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,140 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 6,691 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| OAKTREE ACQUISITION CORP | UNIT 99/99/9999 | G67145121 | 1,092 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 6,255 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 278 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 5,530 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 10,270 | 650,000 | SH | Call | SOLE | 650,000 | 0 | 0 | |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 7,736 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 23,240 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 47,652 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 5,964 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 10,673 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 9,367 | 1,609,428 | SH | SOLE | 1,609,428 | 0 | 0 | ||