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 |
| ALTABA INC | COM | 021346101 | 225,453 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 44,025 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 76,568 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 127,573 | 661,000 | SH | SOLE | 661,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 132,175 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 94,950 | 2,500,000 | SH | SOLE | 0 | 0 | 2,500,000 | ||
| LOWES COS INC | COM | 548661107 | 123,615 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 112,566 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 204,289 | 1,525,000 | SH | SOLE | 1,525,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 112,033 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 83,672 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 70,230 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 56,784 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 109,828 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 34,731 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 36,685 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,235 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 64,612 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 18,728 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 18,728 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 46,380 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| USANA HEALTH SCIENCES INC | COM | 90328M107 | 12,240 | 154,100 | SH | Put | SOLE | 154,100 | 0 | 0 | |