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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 18,987 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 271 | 4,007 | SH | SOLE | 4,007 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 35,673 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
| BANCO SANTANDER BRASIL S A | ADS REP 1 UNIT | 05967A107 | 107 | 12,053 | SH | SOLE | 12,053 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 37,392 | 99,100 | SH | SOLE | 99,100 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 47,474 | 1,148,100 | SH | SOLE | 1,148,100 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 44,041 | 794,817 | SH | SOLE | 794,817 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 33,493 | 386,000 | SH | SOLE | 386,000 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 31,642 | 1,397,000 | SH | SOLE | 1,397,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 825 | 112,700 | SH | Put | SOLE | 112,700 | 0 | 0 | |
| GARMIN LTD | SHS | H2906T109 | 17,253 | 355,800 | SH | Put | SOLE | 355,800 | 0 | 0 | |
| ILG INC | COM | 44967H101 | 25,304 | 1,392,651 | SH | SOLE | 1,392,651 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 8,020 | 92,947 | SH | SOLE | 92,947 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 20,958 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 33,323 | 1,122,000 | SH | SOLE | 1,122,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 28,722 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 26,071 | 613,000 | SH | SOLE | 613,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 29,534 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 27,866 | 706,000 | SH | SOLE | 706,000 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 58,039 | 6,893,000 | SH | SOLE | 6,893,000 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 21,876 | 474,732 | SH | SOLE | 474,732 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 28,144 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 29 | 10,320 | SH | SOLE | 10,320 | 0 | 0 | ||