Q1 2019 Holdings
Filed 2019-05-15 | 48 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.4M | 250,000 | 33.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.0M | 33,000 | 31.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.5M | 13,000 | 18.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $3.1M | 20,000 | 16.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $11.4K | 200,000 | 0.1% |
| Qualcomm Inc(QCOM)Call | COM | 747525103 | $11.4K | 200,000 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $11.1K | 100,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $8.3K | 50,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $6.1K | 60,000 | 0.0% |
| Disney Walt Co(DIS)Call | COM DISNEY | 254687106 | $5.6K | 50,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.3K | 3,000 | 0.0% |
| Electronic Arts Inc(EA)Call | COM | 285512109 | $5.1K | 50,000 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $4.7K | 35,000 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $4.1K | 50,000 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $4.0K | 750,000 | 0.0% |
| Nutanix Inc(NTNX)Call | CL A | 67059N108 | $3.8K | 100,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.6K | 10,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.5K | 30,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.5K | 3,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $3.5K | 100,000 | 0.0% |
| Roku Inc(ROKU)Call | COM CL A | 77543R102 | $3.3K | 50,700 | 0.0% |
| Talend S A | ADS | 874224207 | $3.0K | 60,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $3.0K | 100,000 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $3.0K | 250,000 | 0.0% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $2.9K | 10,000 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $2.7K | 15,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.7K | 50,000 | 0.0% |
| Teradata Corp del(TDC) | COM | 88076W103 | $2.6K | 60,000 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $2.5K | 20,000 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $2.5K | 30,000 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $2.4K | 50,000 | 0.0% |
| Symantec Corp | COM | 871503108 | $2.3K | 100,000 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $2.2K | 30,000 | 0.0% |
| Snap Inc(SNAP)Call | CL A | 83304A106 | $2.2K | 200,000 | 0.0% |
| MSG Network Inc(MSGN) | CL A | 553573106 | $2.2K | 100,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $2.0K | 50,000 | 0.0% |
| PTC Inc(PTC)Call | COM | 69370C100 | $1.8K | 20,000 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $1.7K | 50,000 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.4K | 8,000 | 0.0% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $1.3K | 25,000 | 0.0% |
| Tencent Music Entmt Group(TME)Call | SPON ADS | 88034P109 | $1.3K | 70,000 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $1.3K | 25,000 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $1.1K | 40,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $1.1K | 100,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.1K | 10,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $910 | 10,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $850 | 10,000 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $543 | 30,000 | 0.0% |