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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 59,124 | 396,484 | SH | SOLE | 396,484 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 46,220 | 6,688,832 | SH | SOLE | 6,688,832 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 214,271 | 2,025,436 | SH | SOLE | 2,025,436 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 110,156 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 83,080 | 2,932,596 | SH | SOLE | 2,932,596 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 31,243 | 1,288,351 | SH | SOLE | 1,288,351 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 47,425 | 274,897 | SH | SOLE | 274,897 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 31,574 | 116,955 | SH | SOLE | 116,955 | 0 | 0 | ||
| COMPUTER SCIENCES CORP | COM | 205363104 | 25,259 | 483,802 | SH | SOLE | 483,802 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 211,186 | 2,472,902 | SH | SOLE | 2,472,902 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 21,788 | 1,479,168 | SH | SOLE | 1,479,168 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 9,533 | 343,288 | SH | SOLE | 343,288 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 496,840 | 4,000,000 | SH | Put | SOLE | 4,000,000 | 0 | 0 | |
| KELLOGG CO | COM | 487836108 | 62,863 | 811,448 | SH | SOLE | 811,448 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 38,725 | 1,045,218 | SH | SOLE | 1,045,218 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 38,497 | 227,241 | SH | SOLE | 227,241 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 130,622 | 9,843,439 | SH | SOLE | 9,843,439 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 13,270 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 84,944 | 459,230 | SH | SOLE | 459,230 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 33,375 | 1,877,097 | SH | SOLE | 1,877,097 | 0 | 0 | ||
| MONSTER WORLDWIDE INC | COM | 611742107 | 9,828 | 2,722,423 | SH | SOLE | 2,722,423 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 70,591 | 692,000 | SH | SOLE | 692,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 22,147 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 28,830 | 574,644 | SH | SOLE | 574,644 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 107,209 | 1,565,100 | SH | SOLE | 1,565,100 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 4,754 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 65,119 | 912,923 | SH | SOLE | 912,923 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 20,646 | 1,531,635 | SH | SOLE | 1,531,635 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 67,469 | 852,424 | SH | SOLE | 852,424 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 53,627 | 913,894 | SH | SOLE | 913,894 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 67,469 | 10,176,256 | SH | SOLE | 10,176,256 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 43,664 | 462,000 | SH | SOLE | 462,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 74,427 | 1,593,047 | SH | SOLE | 1,593,047 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 24,137 | 633,505 | SH | SOLE | 633,505 | 0 | 0 | ||
| WEIBO CORP | SPONSORED ADR | 948596101 | 25,774 | 514,044 | SH | SOLE | 514,044 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 22,979 | 748,255 | SH | SOLE | 748,255 | 0 | 0 | ||