Q4 2018 Holdings
Filed 2019-02-14 | 44 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $3.6M | 125,000 | 51.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.8M | 12,500 | 40.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $298.1K | 20,034 | 4.3% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $165.0K | 10,000 | 2.4% |
| Ishares TR(IYT)Call | TRANS AVG ETF | 464287192 | $30.9K | 350,000 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.9K | 20,000 | 0.3% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $15.4K | 150,000 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $10.0K | 175,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.4K | 19,966 | 0.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $4.9K | 160,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.5K | 3,000 | 0.1% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $4.5K | 60,000 | 0.1% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $4.3K | 100,000 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $3.4K | 2,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.3K | 25,000 | 0.0% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $2.4K | 20,000 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $2.0K | 500,000 | 0.0% |
| Ishares TR(TLT)Call | 20 YR TR BD ETF | 464287432 | $1.9K | 18,300 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $1.9K | 275,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.2K | 25,000 | 0.0% |
| Spdr S&P 500 ETF TR(SPY)Call | TR UNIT | 78462F103 | $841 | 500,000 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $67 | 2,500 | 0.0% |