|
Q4 2022
|
1 |
0 |
|
13F-HR
|
2/14/2023 |
000090514823000224 |
|
Q3 2022
|
10 |
39,560 |
AMZN, WDAY, SMAR, CRM
|
13F-HR
|
11/14/2022 |
000156761922019896 |
|
Q2 2022
|
17 |
81,091 |
ZENDESK INC calls, WDAY, SQ, AMZN
|
13F-HR
|
8/15/2022 |
000156761922016100 |
|
Q1 2022
|
16 |
161,220 |
AMZN, SNAP, SQ, ZENDESK INC
|
13F-HR
|
5/16/2022 |
000156761922010803 |
|
Q4 2021
|
18 |
244,172 |
AMZN, ZENDESK INC, SNAP, RNG
|
13F-HR
|
2/14/2022 |
000156761922004080 |
|
Q3 2021
|
16 |
331,386 |
AMZN, ZENDESK INC, WDAY, SNAP
|
13F-HR
|
11/15/2021 |
000156761921020256 |
|
Q2 2021
|
21 |
586,370 |
EDU calls, AMZN, GPN calls, JD
|
13F-HR
|
8/16/2021 |
000156761921015691 |
|
Q1 2021
|
19 |
482,401 |
AMZN, SNAP, SQ, WDAY
|
13F-HR
|
5/17/2021 |
000156761921010383 |
|
Q4 2020
|
22 |
585,285 |
WDAY, ZENDESK INC, SQ, JD
|
13F-HR
|
2/16/2021 |
000156761921003868 |
|
Q3 2020
|
20 |
680,103 |
QQQ puts, WDAY, SQ, BABA
|
13F-HR
|
11/16/2020 |
000156761920019769 |
|
Q2 2020
|
21 |
419,519 |
SPT, ZENDESK INC, CRM, BABA
|
13F-HR
|
8/14/2020 |
000156761920015310 |
|
Q1 2020
|
23 |
339,594 |
BABA, MIME, JD, TTWO
|
13F-HR
|
5/15/2020 |
000156761920010366 |
|
Q4 2019
|
15 |
339,225 |
RNG, JD, SNAP, MIME
|
13F-HR
|
2/14/2020 |
000156761920003827 |
|
Q3 2019
|
22 |
402,815 |
PAGS, RNG, DBX, META
|
13F-HR
|
11/14/2019 |
000156761919021450 |
|
Q2 2019
|
24 |
587,127 |
PAGS, DBX, RNG, PAGS puts
|
13F-HR
|
8/14/2019 |
000156761919016804 |
|
Q1 2019
|
19 |
735,426 |
PAGS, DBX, RNG, ATUS
|
13F-HR
|
5/15/2019 |
000156761919011076 |
|
Q4 2018
|
15 |
674,696 |
ATUS, DBX, ZAYO, META
|
13F-HR
|
2/14/2019 |
000156761919004195 |
|
Q3 2018
|
14 |
849,171 |
ATUS, DBX, META, NTNX
|
13F-HR
|
11/14/2018 |
000156761918006124 |
|
Q2 2018
|
13 |
826,854 |
META, TLND, BABA, ATUS
|
13F-HR
|
8/14/2018 |
000156761918001118 |
|
Q1 2018
|
17 |
1,007,586 |
BABA, PAGS, META, TLND
|
13F-HR
|
5/15/2018 |
000114036118023714 |
|
Q4 2017
|
17 |
806,138 |
RNG, NOW, DXC, META
|
13F-HR
|
2/14/2018 |
000114036118007887 |
|
Q3 2017
|
17 |
640,780 |
BABA, TLND, RNG, DXC
|
13F-HR
|
11/14/2017 |
000114036117042617 |
|
Q2 2017
|
15 |
550,418 |
BABA, EXPE, RNG, META
|
13F-HR
|
8/14/2017 |
000114036117031763 |
|
Q1 2017
|
12 |
393,081 |
META, EXPE, PANW, RNG
|
13F-HR
|
5/15/2017 |
000114036117020696 |
|
Q4 2016
|
11 |
272,037 |
NOW, META, ELLI, GIMO
|
13F-HR
|
2/14/2017 |
000114036117006799 |
|
Q3 2016
|
8 |
191,653 |
CHTR calls, EA, META, COMM
|
13F-HR
|
11/14/2016 |
000114036116086259 |
|
Q2 2016
|
11 |
307,961 |
META, PFPT, CHTR, CSOD
|
13F-HR
|
8/15/2016 |
000114036116076498 |
|
Q1 2016
|
1 |
12,236 |
NOW
|
NEW HOLDINGS
|
5/18/2016 |
000114036116066110 |
|
Q1 2016
|
11 |
250,122 |
PFPT, LBRDA, META, ZENDESK INC
|
13F-HR
|
5/16/2016 |
000114036116065489 |
|
Q4 2015
|
15 |
217,363 |
EQIX, ELLI, LBRDA, META
|
13F-HR
|
2/16/2016 |
000114036116052731 |