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 | 90,827 | 1,128,146 | SH | SOLE | 1,128,146 | 0 | 0 | ||
| AMAZON COM INC | Com | 023135106 | 13,518 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | Com | 02376R102 | 49,410 | 1,166,697 | SH | SOLE | 1,166,697 | 0 | 0 | ||
| BOX INC | Cl A | 10316T104 | 7,448 | 533,500 | SH | SOLE | 533,500 | 0 | 0 | ||
| CTRIP COM INTL LTD | American DEP SHS | 22943F100 | 82,121 | 1,772,516 | SH | SOLE | 1,772,516 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | Com New | 247361702 | 38,700 | 763,455 | SH | SOLE | 763,455 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 26,985 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 7,583 | 443,085 | SH | SOLE | 443,085 | 0 | 0 | ||
| EXPEDIA INC DEL | Com New | 30212P303 | 379,010 | 3,049,153 | SH | SOLE | 3,049,153 | 0 | 0 | ||
| HUBSPOT INC | Com | 443573100 | 16,775 | 297,902 | SH | SOLE | 297,902 | 0 | 0 | ||
| PRICELINE GRP INC | Com New | 741503403 | 90,497 | 70,981 | SH | SOLE | 70,981 | 0 | 0 | ||
| PURE STORAGE INC | Cl A | 74624M102 | 31,140 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 80,323 | 1,570,945 | SH | SOLE | 1,570,945 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 125,649 | 1,241,469 | SH | SOLE | 1,241,469 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | Cl A | 87336U105 | 83,517 | 886,408 | SH | SOLE | 886,408 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | Com | 910047109 | 610,245 | 10,650,000 | SH | SOLE | 10,650,000 | 0 | 0 | ||
| WORKDAY INC | Cl A | 98138H101 | 22,310 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| ZENDESK INC | Com | 98936J101 | 13,220 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZILLOW GROUP INC | Cl C CAP STK | 98954M200 | 35,706 | 1,520,715 | SH | SOLE | 1,520,715 | 0 | 0 | ||
| ZILLOW GROUP INC | Cl A | 98954M101 | 20,879 | 801,816 | SH | SOLE | 801,816 | 0 | 0 | ||