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 | 29,740 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 19,448 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,620 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 33,435 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 13,458 | 444,743 | SH | SOLE | 444,743 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 63,265 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 43,631 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 11,361 | 547,500 | SH | SOLE | 547,500 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 1,091 | 1,705,138 | SH | SOLE | 1,705,138 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,136 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 6,763 | 283,692 | SH | SOLE | 283,692 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 11,162 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 10,930 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,510 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 7,684 | 100,500 | SH | SOLE | 100,500 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 17,934 | 314,801 | SH | SOLE | 314,801 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 14,423 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 10,824 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 8,100 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,984 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,174 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 31,542 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 6,142 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 21,417 | 1,276,369 | SH | SOLE | 1,276,369 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 19,913 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 9,472 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 3,238 | 25,001 | SH | SOLE | 25,001 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 3,393 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |