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 | 59,420 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 33,141 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 85,511 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 114,735 | 559,000 | SH | SOLE | 559,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 42,522 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 115,969 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 115,536 | 2,400,000 | SH | SOLE | 0 | 0 | 2,400,000 | ||
| LOWES COS INC | COM | 548661107 | 97,245 | 812,000 | SH | SOLE | 812,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 93,798 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 96,986 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 100,307 | 310,000 | SH | Call | SOLE | 310,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 71,994 | 222,500 | SH | SOLE | 222,500 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 50,520 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 91,598 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 46,530 | 1,759,815 | SH | SOLE | 1,759,815 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 47,318 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 178,091 | 1,095,000 | SH | SOLE | 1,095,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 46,932 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 23,389 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 31,941 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 108,418 | 2,360,000 | SH | SOLE | 0 | 0 | 2,360,000 | ||