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
ALTICE USA INC CL A 02156K103 42,145 1,541,501 SH   SOLE   1,541,501 0 0
AMC NETWORKS INC CL A 00164V103 38,039 963,000 SH Put SOLE   963,000 0 0
ANAPLAN INC COM 03272L108 54,015 1,030,824 SH   SOLE   1,030,824 0 0
DISNEY WALT CO COM DISNEY 254687106 85,566 591,619 SH   SOLE   591,619 0 0
ECHOSTAR CORP CL A 278768106 48,868 1,128,324 SH   SOLE   1,128,324 0 0
ELECTRONIC ARTS INC COM 285512109 129,328 1,202,943 SH   SOLE   1,202,943 0 0
ETSY INC COM 29786A106 1,765 39,840 SH   SOLE   39,840 0 0
ETSY INC COM 29786A106 30,483 688,100 SH Call SOLE   688,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 27,984 201,195 SH   SOLE   201,195 0 0
FIVE9 INC COM 338307101 39,956 609,268 SH   SOLE   609,268 0 0
GRUBHUB INC COM 400110102 1,440 29,600 SH   SOLE   29,600 0 0
GRUBHUB INC COM 400110102 20,327 417,900 SH Call SOLE   417,900 0 0
LIVEPERSON INC COM 538146101 58,920 1,592,433 SH   SOLE   1,592,433 0 0
LIVERAMP HLDGS INC COM 53815P108 55,410 1,152,703 SH   SOLE   1,152,703 0 0
LYFT INC CL A COM 55087P104 30,540 709,912 SH   SOLE   709,912 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 67,195 2,529,919 SH   SOLE   2,529,919 0 0
NETFLIX INC COM 64110L106 28,241 87,280 SH   SOLE   87,280 0 0
NETFLIX INC COM 64110L106 50,865 157,200 SH Call SOLE   157,200 0 0
NEWS CORP NEW CL A 65249B109 51,181 3,619,566 SH   SOLE   3,619,566 0 0
NORTONLIFELOCK INC COM 668771108 151,663 5,942,900 SH Call SOLE   5,942,900 0 0
NORTONLIFELOCK INC COM 668771108 13,462 527,500 SH   SOLE   527,500 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 59,951 3,362,385 SH   SOLE   3,362,385 0 0
ORACLE CORP COM 68389X105 73,942 1,395,657 SH   SOLE   1,395,657 0 0
ORACLE CORP COM 68389X105 119,263 2,251,100 SH Call SOLE   2,251,100 0 0
QORVO INC COM 74736K101 60,391 519,584 SH   SOLE   519,584 0 0
QORVO INC COM 74736K101 28,627 246,300 SH Call SOLE   246,300 0 0
ROKU INC COM CL A 77543R102 8,247 61,593 SH   SOLE   61,593 0 0
ROKU INC COM CL A 77543R102 13,310 99,400 SH Put SOLE   99,400 0 0
SALESFORCE COM INC COM 79466L302 96,036 590,482 SH   SOLE   590,482 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 589 17,652 SH   SOLE   17,652 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 27,579 827,200 SH Put SOLE   827,200 0 0
SPLUNK INC COM 848637104 34,146 227,989 SH   SOLE   227,989 0 0
STITCH FIX INC COM CL A 860897107 47,035 1,833,012 SH   SOLE   1,833,012 0 0
STITCH FIX INC COM CL A 860897107 9,050 352,700 SH Call SOLE   352,700 0 0
SVMK INC COM 78489X103 65,403 3,659,907 SH   SOLE   3,659,907 0 0
SYNAPTICS INC COM 87157D109 25,269 384,200 SH Put SOLE   384,200 0 0
WESTERN DIGITAL CORP COM 958102105 70,177 1,105,679 SH   SOLE   1,105,679 0 0
WORKDAY INC CL A 98138H101 20,629 125,442 SH   SOLE   125,442 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 71,010 1,545,717 SH   SOLE   1,545,717 0 0
ZYNGA INC CL A 98986T108 60,621 9,905,403 SH   SOLE   9,905,403 0 0