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Information Table |
Info Table: |
| Name of Issuer: ADOBE SYS INC |
| Title of Class: COM |
| CUSIP: 00724F-10-1 |
| Value: 5,510 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 25500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 25500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALPHABET INC |
| Title of Class: CAP STK CL C |
| CUSIP: 02079K-10-7 |
| Value: 54,479 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 52800 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 52800 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALTERYX INC |
| Title of Class: COM CL A |
| CUSIP: 02156B-10-3 |
| Value: 734 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 21500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 21500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AMAZON COM INC |
| Title of Class: COM |
| CUSIP: 023135-10-6 |
| Value: 32,855 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 22700 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 22700 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ANSYS INC |
| Title of Class: COM |
| CUSIP: 03662Q-10-5 |
| Value: 1,880 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 12000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 12000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: APPIAN CORP |
| Title of Class: CL A |
| CUSIP: 03782L-10-1 |
| Value: 353 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 14000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 14000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ATLASSIAN CORP PLC |
| Title of Class: CL A |
| CUSIP: G06242-10-4 |
| Value: 1,051 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 19500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 19500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AUTODESK INC |
| Title of Class: COM |
| CUSIP: 052769-10-6 |
| Value: 8,539 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 68000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 68000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CARGURUS INC |
| Title of Class: COM CL A |
| CUSIP: 141788-10-9 |
| Value: 308 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 8000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 8000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CHURCHILL DOWNS INC |
| Title of Class: COM |
| CUSIP: 171484-10-8 |
| Value: 220 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 900 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 900 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: COTT CORP QUE |
| Title of Class: COM |
| CUSIP: 22163N-10-6 |
| Value: 1,840 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 125000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 125000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: COUPA SOFTWARE INC |
| Title of Class: COM |
| CUSIP: 22266L-10-6 |
| Value: 912 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 20000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 20000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: FACEBOOK INC |
| Title of Class: CL A |
| CUSIP: 30303M-10-2 |
| Value: 24,288 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 152000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 152000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: FACEBOOK INC |
| Title of Class: CL A |
| CUSIP: 30303M-10-2 |
| Value: 27,164 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 170000 |
| | Ssh Prnamt Type: SH |
| Put Call: Call |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 170000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: GODADDY INC |
| Title of Class: CL A |
| CUSIP: 380237-10-7 |
| Value: 5,282 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 86000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 86000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: GTT COMMUNICATIONS INC |
| Title of Class: COM |
| CUSIP: 362393-10-0 |
| Value: 11,625 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 205025 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 205025 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: GUIDEWIRE SOFTWARE INC |
| Title of Class: COM |
| CUSIP: 40171V-10-0 |
| Value: 323 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 4000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 4000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: JD COM INC |
| Title of Class: SPON ADR CL A |
| CUSIP: 47215P-10-6 |
| Value: 729 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 18000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 18000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LIBERTY MEDIA CORP DELAWARE |
| Title of Class: COM C SIRIUSXM |
| CUSIP: 531229-60-7 |
| Value: 735 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 18000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 18000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LIBERTY MEDIA CORP DELAWARE |
| Title of Class: COM SER A FRMLA |
| CUSIP: 531229-87-0 |
| Value: 351 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 12000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 12000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MCCORMICK & CO INC |
| Title of Class: COM NON VTG |
| CUSIP: 579780-20-6 |
| Value: 213 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 2000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MICROSOFT CORP |
| Title of Class: COM |
| CUSIP: 594918-10-4 |
| Value: 182,440 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1998900 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 1998900 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MIMECAST LTD |
| Title of Class: ORD SHS |
| CUSIP: G14838-10-9 |
| Value: 850 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 24000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 24000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: NETFLIX INC |
| Title of Class: COM |
| CUSIP: 64110L-10-6 |
| Value: 2,658 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 9000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 9000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: NEW YORK TIMES CO |
| Title of Class: CL A |
| CUSIP: 650111-10-7 |
| Value: 2,314 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 96000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 96000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: NEWS CORP NEW |
| Title of Class: CL A |
| CUSIP: 65249B-10-9 |
| Value: 379 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 24000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 24000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: OKTA INC |
| Title of Class: CL A |
| CUSIP: 679295-10-5 |
| Value: 638 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 16000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 16000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: PEGASYSTEMS INC |
| Title of Class: COM |
| CUSIP: 705573-10-3 |
| Value: 1,698 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 28000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 28000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SAILPOINT TECHNLGIES HLDGS I |
| Title of Class: COM |
| CUSIP: 78781P-10-5 |
| Value: 621 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 30000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 30000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SALESFORCE COM INC |
| Title of Class: COM |
| CUSIP: 79466L-30-2 |
| Value: 3,838 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 33000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 33000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SERVICENOW INC |
| Title of Class: COM |
| CUSIP: 81762P-10-2 |
| Value: 5,129 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 31000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 31000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SPLUNK INC |
| Title of Class: COM |
| CUSIP: 848637-10-4 |
| Value: 1,574 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 16000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 16000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TAKE-TWO INTERACTIVE SOFTWAR |
| Title of Class: COM |
| CUSIP: 874054-10-9 |
| Value: 4,498 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 46000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 46000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TRANSDIGM GROUP INC |
| Title of Class: COM |
| CUSIP: 893641-10-0 |
| Value: 1,842 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 6000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 6000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TWITTER INC |
| Title of Class: COM |
| CUSIP: 90184L-10-2 |
| Value: 3,481 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 120000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 120000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: WORKDAY INC |
| Title of Class: CL A |
| CUSIP: 98138H-10-1 |
| Value: 1,017 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 8000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 8000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ZENDESK INC |
| Title of Class: COM |
| CUSIP: 98936J-10-1 |
| Value: 766 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 16000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 16000 |
| | Shared: 0 |
| | None: 0 |