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 |
58 COM INC | SPON ADR REP A | 31680Q104 | 46,326 | 1,050,248 | SH | SOLE | 1,050,248 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 50,949 | 885,000 | SH | SOLE | 885,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 27,018 | 2,164,873 | SH | SOLE | 2,164,873 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 36,211 | 257,000 | SH | SOLE | 257,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 32,300 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 51,970 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 101,055 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
COHERENT INC | COM | 192479103 | 29,699 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 34,273 | 2,510,819 | SH | SOLE | 2,510,819 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 35,570 | 566,762 | SH | SOLE | 566,762 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 65,666 | 1,548,000 | SH | SOLE | 1,548,000 | 0 | 0 | ||
IMPINJ INC | COM | 453204109 | 15,057 | 309,493 | SH | SOLE | 309,493 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 49,076 | 347,000 | SH | SOLE | 347,000 | 0 | 0 | ||
LENDINGCLUB CORP | COM | 52603A109 | 36,349 | 6,596,997 | SH | SOLE | 6,596,997 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 62,314 | 1,701,650 | SH | SOLE | 1,701,650 | 0 | 0 | ||
LOGMEIN INC | COM | 54142L109 | 60,755 | 581,392 | SH | SOLE | 581,392 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 101,659 | 6,153,704 | SH | SOLE | 6,153,704 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 52,953 | 1,432,710 | SH | SOLE | 1,432,710 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 60,727 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 26,310 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 111,602 | 12,511,481 | SH | SOLE | 12,511,481 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 95,464 | 997,017 | SH | SOLE | 997,017 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 27,301 | 4,991,000 | SH | SOLE | 4,991,000 | 0 | 0 | ||
STAMPS COM INC | COM NEW | 852857200 | 113,795 | 734,751 | SH | SOLE | 734,751 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 49,935 | 1,767,618 | SH | SOLE | 1,767,618 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 45,615 | 752,471 | SH | SOLE | 752,471 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 33,361 | 544,495 | SH | SOLE | 544,495 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 93,381 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
TRUECAR INC | COM | 89785L107 | 45,150 | 2,265,407 | SH | SOLE | 2,265,407 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 50,624 | 241,000 | SH | SOLE | 241,000 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 32,120 | 294,000 | SH | SOLE | 294,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 35,371 | 1,347,983 | SH | SOLE | 1,347,983 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 48,499 | 1,745,840 | SH | SOLE | 1,745,840 | 0 | 0 |