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 |
21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 4,257 | 307,154 | SH | SOLE | 307,154 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 37,391 | 628,636 | SH | SOLE | 628,636 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,940 | 3,391 | SH | SOLE | 3,391 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 67,065 | 34,397 | SH | SOLE | 34,397 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 4,125 | 15,766 | SH | SOLE | 15,766 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 3,623 | 1,084,760 | SH | SOLE | 1,084,760 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,236 | 201,792 | SH | SOLE | 201,792 | 0 | 0 | ||
DYNATRACE INC | COM | 268150109 | 2,384 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 896 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,741 | 47,200 | SH | SOLE | 47,200 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 5,480 | 54,171 | SH | SOLE | 54,171 | 0 | 0 | ||
GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 24,690 | 425,906 | SH | SOLE | 425,906 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 13,262 | 177,400 | SH | SOLE | 177,400 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 11,753 | 62,950 | SH | SOLE | 62,950 | 0 | 0 | ||
INTELSAT S A | NOTE 4.500% 6/1 | 45790VAB6 | 1,708 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 11,927 | 7,795,485 | SH | SOLE | 7,795,485 | 0 | 0 | ||
JOYY INC | ADS REPSTG COM A | 46591M109 | 4,192 | 78,706 | SH | SOLE | 78,706 | 0 | 0 | ||
MEDALLIA INC | COM | 584021109 | 802 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 13,383 | 318,200 | SH | SOLE | 318,200 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 12,554 | 79,600 | SH | SOLE | 79,600 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 22,479 | 85,277 | SH | SOLE | 85,277 | 0 | 0 | ||
PPD INC | COM | 69355F102 | 445 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
RANPAK HLDGS CORP | COM CL A | 75321W103 | 3,615 | 577,428 | SH | SOLE | 577,428 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 13,162 | 297,050 | SH | SOLE | 297,050 | 0 | 0 | ||
SONY CORP | SPONSORED ADR | 835699307 | 3,912 | 66,098 | SH | SOLE | 66,098 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 6,314 | 50,019 | SH | SOLE | 50,019 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 631 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 26,521 | 316,100 | SH | SOLE | 316,100 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 4,901 | 437,238 | SH | SOLE | 437,238 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 3,885 | 114,111 | SH | SOLE | 114,111 | 0 | 0 | ||
ZIOPHARM ONCOLOGY INC | COM | 98973P101 | 23,380 | 9,542,760 | SH | SOLE | 9,542,760 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 13,980 | 2,040,886 | SH | SOLE | 2,040,886 | 0 | 0 |