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 |
| GROUPON INC | Com Cl A | 399473107 | 1,548 | 120 | SH | Call | SOLE | 120 | 0 | 0 | |
| TRIPADVISOR INC | Com | 896945201 | 1,605 | 30 | SH | Call | SOLE | 30 | 0 | 0 | |
| CTRIP COM INTERNATIONAL LTD | American DEP SHS | 22943F100 | 40,325 | 886,258 | SH | SOLE | 886,258 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 5,383 | 299,950 | SH | SOLE | 299,950 | 0 | 0 | ||
| NQ MOBILE INC | ADR REPSTG CL A | 64118U108 | 2,581 | 660,183 | SH | SOLE | 660,183 | 0 | 0 | ||
| QUNAR CAYMAN ISLANDS LTD | SPNS ADR CL B | 74906P104 | 29,122 | 1,024,326 | SH | SOLE | 1,024,326 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 155,472 | 1,886,110 | SH | SOLE | 1,886,110 | 0 | 0 | ||
| ALASKA AIR GROUP INC | Com | 011659109 | 79,370 | 1,328,146 | SH | SOLE | 1,328,146 | 0 | 0 | ||
| AMAZON COM INC | Com | 023135106 | 6,207 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | Com | 02376R102 | 53,853 | 1,004,161 | SH | SOLE | 1,004,161 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | Com | 053774105 | 123,940 | 1,868,543 | SH | SOLE | 1,868,543 | 0 | 0 | ||
| BOYD GAMING CORP | Com | 103304101 | 2,556 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | Com | 171484108 | 1,268 | 13,301 | SH | SOLE | 13,301 | 0 | 0 | ||
| DELTA AIR LINES INC | Com New | 247361702 | 47,392 | 963,455 | SH | SOLE | 963,455 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 21,149 | 367,550 | SH | SOLE | 367,550 | 0 | 0 | ||
| EXPEDIA INC | Com New | 30212P303 | 161,335 | 1,890,049 | SH | SOLE | 1,890,049 | 0 | 0 | ||
| FACEBOOK INC | Cl A | 30303M102 | 62,029 | 795,045 | SH | SOLE | 795,045 | 0 | 0 | ||
| FIVE9 INC | Com | 338307101 | 1,297 | 289,429 | SH | SOLE | 289,429 | 0 | 0 | ||
| HAWAIIAN HOLDINGS INC | Com | 419879101 | 49,073 | 1,883,812 | SH | SOLE | 1,883,812 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | Com | 42805T105 | 40,284 | 1,615,235 | SH | SOLE | 1,615,235 | 0 | 0 | ||
| HUBSPOT INC | Com | 443573100 | 10,358 | 347,902 | SH | SOLE | 347,902 | 0 | 0 | ||
| ORBITZ WORLDWIDE INC | Com | 68557K109 | 914 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| THE PRICELINE GROUP INC | Com New | 741503403 | 85,916 | 75,351 | SH | SOLE | 75,351 | 0 | 0 | ||
| RED HAT INC | Com | 756577102 | 6,351 | 91,852 | SH | SOLE | 91,852 | 0 | 0 | ||
| SPIRIT AIRLINES INC | Com | 848577102 | 7,558 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRIPADVISOR INC | Com | 896945201 | 89,592 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | Com | 910047109 | 321,935 | 4,812,903 | SH | SOLE | 4,812,903 | 0 | 0 | ||
| WORKDAY INC | Cl A | 98138H101 | 3,672 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ZILLOW INC | Cl A | 98954A107 | 22,470 | 212,200 | SH | SOLE | 212,200 | 0 | 0 | ||