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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,484 | 28,310 | SH | SOLE | 28,310 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 106,505 | 157,578 | SH | SOLE | 157,578 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 58,969 | 322,057 | SH | SOLE | 322,057 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 70,518 | 1,249,650 | SH | SOLE | 1,249,650 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 55,035 | 442,761 | SH | SOLE | 442,761 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 47,622 | 455,019 | SH | SOLE | 455,019 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 21,802 | 900,904 | SH | SOLE | 900,904 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP OR | 40049J206 | 23,921 | 879,121 | SH | SOLE | 879,121 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 26,118 | 599,043 | SH | SOLE | 599,043 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 20,072 | 622,113 | SH | SOLE | 622,113 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 24,022 | 1,351,807 | SH | SOLE | 1,351,807 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 125,552 | 3,079,523 | SH | SOLE | 3,079,523 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 42,531 | 1,116,873 | SH | SOLE | 1,116,873 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 24,460 | 1,425,379 | SH | SOLE | 1,425,379 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 74,733 | 1,347,019 | SH | SOLE | 1,347,019 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 28,048 | 774,810 | SH | SOLE | 774,810 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 38,033 | 29,831 | SH | SOLE | 29,831 | 0 | 0 | ||
| QUOTIENT TECHNOLOGY INC | COM | 749119103 | 5,004 | 733,714 | SH | SOLE | 733,714 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 29,902 | 284,589 | SH | SOLE | 284,589 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 35,179 | 899,265 | SH | SOLE | 899,265 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 46,875 | 1,721,436 | SH | SOLE | 1,721,436 | 0 | 0 | ||