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 | 7,590 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,839 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,393 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,836 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,656 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,472 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 4,199 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 8,023 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 2,790 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,301 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 2,846 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,881 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 3,337 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 1,015 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,420 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,070 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 4,527 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 3,511 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 11,397 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 6,842 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,003 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,485 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 9,269 | 160,440 | SH | SOLE | 160,440 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 2,222 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 7,297 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 1,425 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 5,620 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 2,349 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 10,432 | 150,900 | SH | SOLE | 150,900 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 15,418 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 5,961 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 2,099 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| STERIS PLC | SHS USD | G8473T100 | 6,905 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,291 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 10,144 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| VICOR CORP | COM | 925815102 | 5,756 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,747 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 2,310 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 5,724 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||