The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AT&T INC | COM | 00206R102 | 35,520 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 104,517 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 51,375 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 98,893 | 1,644,375 | SH | SOLE | 1,644,375 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 60,225 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DBX ETF TR | DBXTR HAR CS 300 | 233051879 | 4,601 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DBX ETF TR | DBXTR HAR CS 300 | 233051879 | 103,523 | 2,250,000 | SH | Put | SOLE | 2,250,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 102,700 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 41,080 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 142,182 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 98,849 | 3,250,000 | SH | Put | SOLE | 3,250,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 41,670 | 1,222,000 | SH | SOLE | 1,222,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 81,105 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 167,079 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 69,471 | 832,092 | SH | SOLE | 832,092 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 16,042 | 815,162 | SH | SOLE | 815,162 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 43,085 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 113,698 | 98,750 | SH | SOLE | 98,750 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 91,976 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 227,329 | 4,125,000 | SH | SOLE | 4,125,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 219,679 | 6,750,000 | SH | SOLE | 6,750,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 55,576 | 1,230,111 | SH | SOLE | 1,230,111 | 0 | 0 | ||