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 | 72,686 | 1,128,146 | SH | SOLE | 1,128,146 | 0 | 0 | ||
| ALLEGIANT TRAVEL CO | Com | 01748X102 | 1,921 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| AMAZON COM INC | Com | 023135106 | 8,682 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | Com | 02376R102 | 80,036 | 2,004,167 | SH | SOLE | 2,004,167 | 0 | 0 | ||
| AVIS BUDGET GROUP | Com | 053774105 | 78,512 | 1,781,127 | SH | SOLE | 1,781,127 | 0 | 0 | ||
| CTRIP COM INTL LTD | American DEP SHS | 22943F100 | 64,360 | 886,258 | SH | SOLE | 886,258 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | Com New | 247361702 | 38,546 | 938,327 | SH | SOLE | 938,327 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 34,118 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 8,149 | 481,590 | SH | SOLE | 481,590 | 0 | 0 | ||
| EXPEDIA INC DEL | Com New | 30212P303 | 258,652 | 2,365,357 | SH | SOLE | 2,365,357 | 0 | 0 | ||
| FACEBOOK INC | Class A | 30303M102 | 68,187 | 795,045 | SH | SOLE | 795,045 | 0 | 0 | ||
| FIVE9 INC | Com | 338307101 | 3,138 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | Com | 42805T105 | 29,268 | 1,615,235 | SH | SOLE | 1,615,235 | 0 | 0 | ||
| HUBSPOT INC | Com | 443573100 | 16,753 | 337,902 | SH | SOLE | 337,902 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 1,442 | 73,285 | SH | SOLE | 73,285 | 0 | 0 | ||
| ORBITZ WORLDWIDE INC | Com | 68557K109 | 1,268 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| PRICELINE GRP INC | Com New | 741503403 | 81,725 | 70,981 | SH | SOLE | 70,981 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 43,892 | 1,024,326 | SH | SOLE | 1,024,326 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 97,691 | 1,241,469 | SH | SOLE | 1,241,469 | 0 | 0 | ||
| TRIPADVISOR INC | Com | 896945201 | 52,284 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | Com | 910047109 | 251,725 | 4,748,637 | SH | SOLE | 4,748,637 | 0 | 0 | ||
| UNITED RENTALS INC | Com | 911363109 | 701 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| WORKDAY INC | Class A | 98138H101 | 15,278 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ZENDESK INC | Com | 98936J101 | 7,774 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZILLOW GROUP INC | Class A | 98954M101 | 33,887 | 390,674 | SH | SOLE | 390,674 | 0 | 0 | ||