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 |
CERENCE INC | COM | 156727109 | 51,866 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 16,046 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 841 | 132,500 | SH | Put | SOLE | 132,500 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 10,992 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 21,693 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 14,671 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 18,086 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 2,130 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 14,245 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 25,106 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 10,285 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 45,039 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 10,667 | 450,000 | SH | Call | SOLE | 450,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 6,890 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 7,482 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 12,521 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 28,975 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 76,865 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |