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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,279,844 | 19,839,465 | SH | SOLE | 19,839,465 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 586,560 | 3,931,896 | SH | SOLE | 3,931,896 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 234,005 | 2,358,917 | SH | SOLE | 2,358,917 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,522,440 | 8,815,009 | SH | SOLE | 8,815,009 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 85,365 | 715,551 | SH | SOLE | 715,551 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06746L422 | 9,798 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 1,234,616 | 5,090,360 | SH | SOLE | 5,090,360 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,330,354 | 3,660,652 | SH | SOLE | 3,660,652 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 254,394 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 1,254,278 | 32,595,590 | SH | SOLE | 32,595,590 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,411,325 | 7,076,082 | SH | SOLE | 7,076,082 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 499,878 | 4,234,102 | SH | SOLE | 4,234,102 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 568,431 | 1,273,652 | SH | SOLE | 1,273,652 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 670,187 | 4,656,018 | SH | SOLE | 4,656,018 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 859,862 | 5,032,256 | SH | SOLE | 5,032,256 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 124,045 | 801,482 | SH | SOLE | 801,482 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 514,208 | 20,843,467 | SH | SOLE | 20,843,467 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 601,102 | 8,749,665 | SH | SOLE | 8,749,665 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 633,617 | 4,487,369 | SH | SOLE | 4,487,369 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 422,192 | 1,630,524 | SH | SOLE | 1,630,524 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 843,960 | 11,329,847 | SH | SOLE | 11,329,847 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 429,848 | 6,713,230 | SH | SOLE | 6,713,230 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 745,893 | 407,409 | SH | SOLE | 407,409 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 956,003 | 10,055,780 | SH | SOLE | 10,055,780 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 585,819 | 6,270,806 | SH | SOLE | 6,270,806 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 619,574 | 5,271,621 | SH | SOLE | 5,271,621 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 281,267 | 4,561,573 | SH | SOLE | 4,561,573 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 583,460 | 12,345,757 | SH | SOLE | 12,345,757 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 862,274 | 4,402,726 | SH | SOLE | 4,402,726 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 161,478 | 2,291,437 | SH | SOLE | 2,291,437 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 399,125 | 2,680,127 | SH | SOLE | 2,680,127 | 0 | 0 | ||