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 | 86,267 | 935,449 | SH | SOLE | 86,267 | 0 | 0 | ||
| ALLEGIANT TRAVEL CO | Com | 01748X102 | 1,018 | 6,350 | SH | SOLE | 1,018 | 0 | 0 | ||
| ALPHABET INC | Cap Stk Class A | 02079K305 | 1,526 | 1,800 | SH | SOLE | 1,526 | 0 | 0 | ||
| AMAZON.COM INC | Com | 023135106 | 44,327 | 50,000 | SH | SOLE | 44,327 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | Com | 02376R102 | 35,955 | 850,000 | SH | SOLE | 35,955 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL-ADR | American DEP SHS | 22943F100 | 63,256 | 1,287,009 | SH | SOLE | 63,256 | 0 | 0 | ||
| DELTA AIR LINES INC | Com New | 247361702 | 39,684 | 863,455 | SH | SOLE | 39,684 | 0 | 0 | ||
| EXPEDIA INC | Com New | 30212P303 | 567,527 | 4,498,111 | SH | SOLE | 567,527 | 0 | 0 | ||
| NETFLIX INC | Com | 64110L106 | 35,800 | 242,200 | SH | SOLE | 35,800 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | Com | 70450Y103 | 8,604 | 200,000 | SH | SOLE | 8,604 | 0 | 0 | ||
| PURE STORAGE INC | Class A | 74624M102 | 49,905 | 5,076,800 | SH | SOLE | 49,905 | 0 | 0 | ||
| SALESFORCE.COM INC | Com | 79466L302 | 10,724 | 130,000 | SH | SOLE | 10,724 | 0 | 0 | ||
| SQUARE INC | Class A | 852234103 | 24,305 | 1,406,545 | SH | SOLE | 24,305 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | Class A | 87336U105 | 177,620 | 3,584,663 | SH | SOLE | 177,620 | 0 | 0 | ||
| THE PRICELINE GROUP INC | Com New | 741503403 | 218,936 | 123,000 | SH | SOLE | 218,936 | 0 | 0 | ||
| TWILIO INC | Class A | 90138F102 | 21,012 | 727,800 | SH | SOLE | 21,012 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | Call | 910047109 | 99 | 400 | SH | Call | SOLE | 99 | 0 | 0 | |
| UNITED CONTINENTAL HOLDINGS | Com | 910047109 | 724,609 | 10,257,765 | SH | SOLE | 724,609 | 0 | 0 | ||
| YELP INC | Class A | 985817105 | 3,390 | 103,500 | SH | SOLE | 3,390 | 0 | 0 | ||
| ZILLOW GROUP INC | Class A | 98954M101 | 12,447 | 368,142 | SH | SOLE | 12,447 | 0 | 0 | ||