The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALASKA AIR GROUP INC | Com | 011659109 | 37,153 | 714,473 | SH | SOLE | 714,473 | 0 | 0 | ||
| AMAZON.COM INC | Com | 023135106 | 555 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | Com | 053774105 | 40,192 | 1,397,966 | SH | SOLE | 1,397,966 | 0 | 0 | ||
| BOYD GAMING CORP | Com | 103304101 | 2,260 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CALLIDUS SOFTWARE INC | Com | 13123E500 | 797 | 120,947 | SH | SOLE | 120,947 | 0 | 0 | ||
| CHURCHILL DOWNS INC | Com | 171484108 | 1,049 | 13,301 | SH | SOLE | 13,301 | 0 | 0 | ||
| CTRIP COM INTERNATIONAL LTD | Sponsored ADR | 22943F100 | 40,605 | 1,244,400 | SH | SOLE | 1,244,400 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | Com New | 247361702 | 99,762 | 5,332,006 | SH | SOLE | 5,332,006 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 2,171 | 51,200 | SH | SOLE | 51,200 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 1,113 | 80,915 | SH | SOLE | 80,915 | 0 | 0 | ||
| F5 NETWORKS INC | Com | 315616102 | 344 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FACEBOOK INC | Cl A | 30303M102 | 28,153 | 1,132,445 | SH | SOLE | 1,132,445 | 0 | 0 | ||
| FINISAR CORP | Com New | 31787A507 | 2,548 | 150,300 | SH | SOLE | 150,300 | 0 | 0 | ||
| GOOGLE INC | Cl A | 38259P508 | 880 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| HAWAIIAN HOLDINGS INC | Com | 419870100 | 805 | 131,827 | SH | SOLE | 131,827 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | Com | 42805T105 | 18,267 | 736,592 | SH | SOLE | 736,592 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 1,307 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROS SYS INC | Com | 594901100 | 2,158 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NQ MOBILE INC | ADR Repstg Class A | 64118U108 | 3,688 | 456,496 | SH | SOLE | 456,496 | 0 | 0 | ||
| ORBITZ WORLDWIDE INC | Com | 68557K109 | 891 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| PRICELINE COM INC | Com | 741503403 | 124,648 | 150,700 | SH | SOLE | 150,700 | 0 | 0 | ||
| QUALCOMM INC | Com | 747525103 | 1,527 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| REALPAGE INC | Com | 75606N109 | 2,568 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| RED HAT INC | Com | 756577102 | 4,158 | 86,952 | SH | SOLE | 86,952 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 62,883 | 1,886,110 | SH | SOLE | 1,886,110 | 0 | 0 | ||
| SPIRIT AIRLS INC | Com | 848577102 | 3,177 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TANGOE INC | Com | 87582Y108 | 2,146 | 139,106 | SH | SOLE | 139,106 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | Com | 910047109 | 68,686 | 2,195,145 | SH | SOLE | 2,195,145 | 0 | 0 | ||
| US AIRWAYS GROUP INC | Com | 90341W108 | 3,500 | 213,148 | SH | SOLE | 213,148 | 0 | 0 | ||
| YANDEX NV | SHS Class A | N97284108 | 1,658 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||