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 |
| ADOBE SYS INC | COM | 00724F101 | 14,144 | 100,000 | SH | SOLE | 0 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 2,332 | 20,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 24,658 | 175,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 35,225 | 250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 55,781 | 60,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 54,480 | 1,000,000 | SH | SOLE | 0 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 4,550 | 200,000 | SH | SOLE | 0 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 8,262 | 200,000 | SH | SOLE | 0 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 4,792 | 8,400 | SH | SOLE | 0 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 15,945 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,421 | 25,000 | SH | SOLE | 0 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 7,606 | 200,000 | SH | SOLE | 0 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 15,027 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 15,021 | 35,000 | SH | SOLE | 0 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 29,790 | 200,000 | SH | SOLE | 0 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,549 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 37,745 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 3,744 | 100,000 | SH | SOLE | 0 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 13,013 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 14,648 | 400,000 | SH | SOLE | 0 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 10,340 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 2,040 | 75,000 | SH | SOLE | 0 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 5,544 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 4,812 | 22,000 | SH | SOLE | 0 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 6,062 | 100,000 | SH | SOLE | 0 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 10,344 | 365,000 | SH | SOLE | 0 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 4,914 | 275,000 | SH | SOLE | 0 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 30,479 | 325,000 | SH | SOLE | 0 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 4,503 | 150,000 | SH | SOLE | 0 | 0 | 0 | ||