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 |
ADOBE SYS INC | COM | 00724F101 | 36,572 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 27,830 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 56,460 | 50,000 | SH | SOLE | 0 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 16,938 | 15,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ALTABA INC | COM | 021346101 | 25,624 | 350,000 | SH | SOLE | 0 | 0 | 0 | ||
AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 5,565 | 350,000 | SH | SOLE | 0 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 32,110 | 1,000,000 | SH | Call | SOLE | 0 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 12,150 | 50,000 | SH | SOLE | 0 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 16,405 | 500,000 | SH | SOLE | 0 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 68,012 | 350,000 | SH | SOLE | 0 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 21,769 | 275,000 | SH | SOLE | 0 | 0 | 0 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 4,038 | 125,000 | SH | Put | SOLE | 0 | 0 | 0 | |
JBG SMITH PPTYS | COM | 46590V100 | 10,941 | 300,000 | SH | SOLE | 0 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 15,705 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 4,641 | 125,000 | SH | SOLE | 0 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 34,514 | 350,000 | SH | SOLE | 0 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 19,722 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 8,325 | 300,000 | SH | SOLE | 0 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 12,491 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 21,310 | 500,000 | SH | SOLE | 0 | 0 | 0 | ||
SENDGRID INC | COM | 816883102 | 6,232 | 235,000 | SH | SOLE | 0 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 81,384 | 300,000 | SH | Put | SOLE | 0 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 179,127 | 1,064,714 | SH | SOLE | 0 | 0 | 0 | ||
STARS GROUP INC | COM | 85570W100 | 49,005 | 1,350,000 | SH | SOLE | 0 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 14,938 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 5,602 | 100,000 | SH | SOLE | 0 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 17,510 | 75,000 | SH | SOLE | 0 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 5,425 | 500,000 | SH | SOLE | 0 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 19,868 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 29,618 | 825,000 | SH | SOLE | 0 | 0 | 0 | ||
ZUORA INC | COM CL A | 98983V106 | 6,800 | 250,000 | SH | SOLE | 0 | 0 | 0 |