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 |
| AMAZON COM INC | COM | 023135106 | 47,073 | 126,505 | SH | SOLE | 126,505 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 18,983 | 152,557 | SH | SOLE | 152,557 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 38,017 | 182,425 | SH | SOLE | 182,425 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 37,809 | 1,070,171 | SH | SOLE | 1,070,171 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 80,096 | 1,428,635 | SH | SOLE | 1,428,635 | 0 | 0 | ||
| COUPONS COM INC | COM | 22265J102 | 18,604 | 1,584,652 | SH | SOLE | 1,584,652 | 0 | 0 | ||
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 15,456 | 810,898 | SH | SOLE | 810,898 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 47,759 | 507,372 | SH | SOLE | 507,372 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 49,660 | 604,026 | SH | SOLE | 604,026 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 17,514 | 385,847 | SH | SOLE | 385,847 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 27,782 | 841,626 | SH | SOLE | 841,626 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 9,818 | 334,160 | SH | SOLE | 334,160 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 20,023 | 599,670 | SH | SOLE | 599,670 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 138,519 | 2,780,949 | SH | SOLE | 2,780,949 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 45,133 | 1,181,504 | SH | SOLE | 1,181,504 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 9,218 | 419,775 | SH | SOLE | 419,775 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 35,214 | 866,165 | SH | SOLE | 866,165 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 8,004 | 325,100 | SH | Put | SOLE | 325,100 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 37,742 | 32,420 | SH | SOLE | 32,420 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 75,319 | 643,199 | SH | SOLE | 643,199 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 18,092 | 120,709 | SH | SOLE | 120,709 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 42,890 | 1,267,443 | SH | SOLE | 1,267,443 | 0 | 0 | ||