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 | 87,897 | 1,328,146 | SH | SOLE | 1,328,146 | 0 | 0 | ||
| AMAZON.COM INC | Com | 023135106 | 7,442 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | Com | 02376R102 | 71,409 | 1,352,961 | SH | SOLE | 1,352,961 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | Com | 053774105 | 105,113 | 1,781,127 | SH | SOLE | 1,781,127 | 0 | 0 | ||
| CHEGG INC | Com | 163092109 | 806 | 101,369 | SH | SOLE | 101,369 | 0 | 0 | ||
| CHURCHILL DOWNS INC | Com | 171484108 | 1,529 | 13,301 | SH | SOLE | 13,301 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL-ADR | American DEP SHS | 22943F100 | 51,952 | 886,258 | SH | SOLE | 886,258 | 0 | 0 | ||
| DELTA AIR LINES INC | Com New | 247361702 | 42,187 | 938,327 | SH | SOLE | 938,327 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 29,232 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 9,177 | 532,922 | SH | SOLE | 532,922 | 0 | 0 | ||
| EXPEDIA INC | Com New | 30212P303 | 212,169 | 2,254,003 | SH | SOLE | 2,254,003 | 0 | 0 | ||
| FACEBOOK INC | Class A | 30303M102 | 65,365 | 795,045 | SH | SOLE | 795,045 | 0 | 0 | ||
| FIVE9 INC | Com | 338307101 | 3,336 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | Com | 42805T105 | 35,018 | 1,615,235 | SH | SOLE | 1,615,235 | 0 | 0 | ||
| HUBSPOT INC | Com | 443573100 | 13,485 | 347,902 | SH | SOLE | 347,902 | 0 | 0 | ||
| NQ MOBILE INC - ADR | ADR REPSTG CL A | 64118U108 | 1,899 | 509,176 | SH | SOLE | 509,176 | 0 | 0 | ||
| ORBITZ WORLDWIDE INC | Com | 68557K109 | 1,294 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| QUNAR CAYMAN ISLANDS LTD-ADR | SPNS ADR CL B | 74906P104 | 42,253 | 1,024,326 | SH | SOLE | 1,024,326 | 0 | 0 | ||
| RED HAT INC | Com | 756577102 | 6,958 | 91,852 | SH | SOLE | 91,852 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 101,614 | 1,241,469 | SH | SOLE | 1,241,469 | 0 | 0 | ||
| SPIRIT AIRLINES INC | Com | 848577102 | 7,736 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| THE PRICELINE GROUP INC | Com New | 741503403 | 82,633 | 70,981 | SH | SOLE | 70,981 | 0 | 0 | ||
| TRIPADVISOR INC | Com | 896945201 | 49,902 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | Com | 910047109 | 301,292 | 4,480,179 | SH | SOLE | 4,480,179 | 0 | 0 | ||
| UNITED RENTALS INC | Com | 911363109 | 638 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| WORKDAY INC-CLASS A | Class A | 98138H101 | 7,597 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ZENDESK INC | Com | 98936J101 | 3,971 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ZILLOW GROUP INC | Class A | 98954M101 | 26,168 | 260,900 | SH | SOLE | 260,900 | 0 | 0 | ||