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 | 89,631 | 1,128,146 | SH | SOLE | 1,128,146 | 0 | 0 | ||
| AMAZON COM INC | Com | 023135106 | 10,238 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | Com | 02376R102 | 80,734 | 2,079,167 | SH | SOLE | 2,079,167 | 0 | 0 | ||
| BOX INC | Cl A | 10316T104 | 5,032 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | American DEP SHS | 22943F100 | 55,994 | 886,258 | SH | SOLE | 886,258 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | Com New | 247361702 | 34,256 | 763,455 | SH | SOLE | 763,455 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 20,672 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 8,197 | 481,590 | SH | SOLE | 481,590 | 0 | 0 | ||
| EXPEDIA INC DEL | Com New | 30212P303 | 353,241 | 3,001,707 | SH | SOLE | 3,001,707 | 0 | 0 | ||
| HUBSPOT INC | Com | 443573100 | 13,814 | 297,902 | SH | SOLE | 297,902 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 37,143 | 1,235,208 | SH | SOLE | 1,235,208 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 110,602 | 1,241,469 | SH | SOLE | 1,241,469 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | Cl A | 87336U105 | 48,237 | 604,621 | SH | SOLE | 604,621 | 0 | 0 | ||
| PRICELINE GRP INC | Com New | 741503403 | 87,794 | 70,981 | SH | SOLE | 70,981 | 0 | 0 | ||
| UNITED CONTL HOLDINGS INC | Com | 910047109 | 493,365 | 9,300,000 | SH | SOLE | 9,300,000 | 0 | 0 | ||
| WORKDAY INC | Cl A | 98138H101 | 21,347 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| ZENDESK INC | Com | 98936J101 | 23,652 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ZILLOW GROUP INC | Cl C CAP STK | 98954M200 | 46,403 | 1,718,632 | SH | SOLE | 1,718,632 | 0 | 0 | ||
| ZILLOW GROUP INC | Cl A | 98954M101 | 23,036 | 801,816 | SH | SOLE | 801,816 | 0 | 0 | ||