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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 22,770 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 53,925 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 28,361 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 12,397 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 64,832 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 9,198 | 203,012 | SH | SOLE | 203,012 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 15,923 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CERENCE INC | COM | 156727109 | 9,324 | 228,303 | SH | SOLE | 228,303 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 66,305 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 14,459 | 647,500 | SH | SOLE | 647,500 | 0 | 0 | ||
CYRUSONE INC | COM | 23283R100 | 7,639 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 13,804 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 8,363 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DYNATRACE INC | COM | 268150109 | 36,893 | 908,687 | SH | SOLE | 908,687 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 52,450 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 9,179 | 175,000 | SH | Call | SOLE | 175,000 | 0 | 0 | |
ELASTIC N V | ORD SHS | N14506104 | 21,598 | 234,229 | SH | SOLE | 234,229 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 16,440 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 34,061 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 8,635 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 21,186 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 21,965 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 22,389 | 314,801 | SH | SOLE | 314,801 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 34,664 | 140,000 | SH | Put | SOLE | 140,000 | 0 | 0 | |
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 5,039 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 14,024 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 5,353 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 30,527 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 29,852 | 1,179,678 | SH | SOLE | 1,179,678 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 34,212 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 28,885 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 8,100 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 2,375 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 5,873 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 21,585 | 70,000 | SH | Put | SOLE | 70,000 | 0 | 0 | |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 14,235 | 252,044 | SH | SOLE | 252,044 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,396 | 205,800 | SH | SOLE | 205,800 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 26,179 | 139,723 | SH | SOLE | 139,723 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 4,345 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 |