| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | 1,870,000 | 88,339,000 | 5.64% | Call | |
| 2 | ELECTRONIC ARTS INC | 1,222,816 | 80,840,000 | 5.16% | ||
| 3 | SYMANTEC CORP | 4,076,338 | 74,923,000 | 4.79% | ||
| 4 | PRICELINE GRP INC | 57,348 | 73,919,000 | 4.72% | ||
| 5 | BROADCOM LTD | 477,471 | 73,769,000 | 4.71% | ||
| 6 | SEAGATE TECHNOLOGY PLC | 2,096,700 | 72,231,000 | 4.61% | Call | |
| 7 | ZYNGA INC | 26,789,368 | 61,080,000 | 3.90% | ||
| 8 | ORACLE CORP | 1,490,706 | 60,985,000 | 3.90% | ||
| 9 | MARVELL TECHNOLOGY GROUP LTD | 5,476,757 | 56,465,000 | 3.61% | ||
| 10 | ACCENTURE PLC IRELAND | 465,900 | 53,765,000 | 3.43% | Put | |
| 11 | ALPHABET INC | 69,900 | 52,072,000 | 3.33% | Call | |
| 12 | TWENTY FIRST CENTY FOX INC | 1,857,604 | 51,790,000 | 3.31% | ||
| 13 | AMAZON COM INC | 80,600 | 47,847,000 | 3.06% | Call | |
| 14 | T-MOBILE | 1,234,446 | 47,279,000 | 3.02% | ||
| 15 | AMAZON COM INC | 78,268 | 46,463,000 | 2.97% | ||
| 16 | NVIDIA CORPORATION | 1,283,726 | 45,739,000 | 2.92% | ||
| 17 | DISCOVERY COMMUNICATNS NEW | 1,508,335 | 43,184,000 | 2.76% | ||
| 18 | GRUBHUB INC | 1,630,448 | 40,973,000 | 2.62% | ||
| 19 | FORTINET | 1,281,094 | 39,240,000 | 2.51% | ||
| 20 | ALPHABET INC | 51,358 | 38,259,000 | 2.44% | ||
| 21 | ALPHABET INC | 49,670 | 37,893,000 | 2.42% | ||
| 22 | LEVEL 3 COMM | 710,600 | 37,555,000 | 2.40% | Put | |
| 23 | IAC INTERACTIVECORP | 769,807 | 36,243,000 | 2.32% | ||
| 24 | TIVO INC | 3,601,400 | 34,249,000 | 2.19% | Call | |
| 25 | Wayfair Inc | 757,077 | 32,721,000 | 2.09% | ||
| 26 | NETFLIX INC | 295,400 | 30,199,000 | 1.93% | Call | |
| 27 | COMMSCOPE HLDG COMPANY INCORPORATED | 1,048,119 | 29,263,000 | 1.87% | ||
| 28 | PAYPAL HLDGS INC | 710,600 | 27,429,000 | 1.75% | Put | |
| 29 | NETFLIX INC | 262,048 | 26,789,000 | 1.71% | ||
| 30 | GRUBHUB INC | 939,200 | 23,602,000 | 1.51% | Call | |
| 31 | PAYCOM SOFTWARE INC | 640,536 | 22,803,000 | 1.46% | ||
| 32 | FACEBOOK INC | 174,658 | 19,928,000 | 1.27% | ||
| 33 | MARVELL TECHNOLOGY GROUP LTD | 1,776,400 | 18,315,000 | 1.17% | Call | |
| 34 | SHOPIFY INC | 524,081 | 14,784,000 | 0.94% | ||
| 35 | GAMESTOP CORP NEW CL A | 437,400 | 13,879,000 | 0.89% | Put | |
| 36 | WESTERN DIGITAL CORP | 221,313 | 10,455,000 | 0.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-16-000268, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
