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 | 85,495 | 952,489 | SH | SOLE | 952,489 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | Sponsored ADS | 01609W102 | 3,628 | 25,750 | SH | SOLE | 25,750 | 0 | 0 | ||
| ALPHABET INC | Cap Stk Class A | 02079K305 | 5,950 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| AMAZON.COM INC | Com | 023135106 | 48,400 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | Com | 02376R102 | 42,772 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | Com | 053774105 | 818 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CARVANA CO | Class A | 146869102 | 2,456 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL-ADR | American DEP SHS | 22943F100 | 69,318 | 1,287,009 | SH | SOLE | 1,287,009 | 0 | 0 | ||
| DELTA AIR LINES INC | Com New | 247361702 | 46,402 | 863,455 | SH | SOLE | 863,455 | 0 | 0 | ||
| EXPEDIA INC | Com New | 30212P303 | 669,994 | 4,498,111 | SH | SOLE | 4,498,111 | 0 | 0 | ||
| NETFLIX INC | Com | 64110L106 | 29,225 | 195,600 | SH | SOLE | 195,600 | 0 | 0 | ||
| OKTA INC | Class A | 679295105 | 1,710 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | Com | 70450Y103 | 10,734 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PURE STORAGE INC | Class A | 74624M102 | 60,207 | 4,700,000 | SH | SOLE | 4,700,000 | 0 | 0 | ||
| SALESFORCE.COM INC | Com | 79466L302 | 11,258 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SQUARE INC | Class A | 852234103 | 30,652 | 1,306,545 | SH | SOLE | 1,306,545 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | Class A | 87336U105 | 219,632 | 3,584,663 | SH | SOLE | 3,584,663 | 0 | 0 | ||
| THE PRICELINE GROUP INC | Com New | 741503403 | 230,074 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| TRIPADVISOR Inc | Com | 896945201 | 5,570 | 145,800 | SH | SOLE | 145,800 | 0 | 0 | ||
| TWILIO INC | Class A | 90138F102 | 21,186 | 727,800 | SH | SOLE | 727,800 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | Com | 910047109 | 775,659 | 10,307,765 | SH | SOLE | 10,307,765 | 0 | 0 | ||
| YELP INC | Call | 985817105 | 3,568 | 10,843 | SH | Call | SOLE | 10,843 | 0 | 0 | |
| YELP INC | Class A | 985817105 | 6,946 | 231,370 | SH | SOLE | 231,370 | 0 | 0 | ||
| ZILLOW GROUP INC | Class A | 98954M101 | 17,980 | 368,142 | SH | SOLE | 368,142 | 0 | 0 | ||