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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,060 | 147,174 | SH | SOLE | 147,174 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,331 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 29,076 | 90,174 | SH | SOLE | 90,174 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 19,154 | 190,117 | SH | SOLE | 190,117 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 25,656 | 117,562 | SH | SOLE | 117,562 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 12,433 | 400,930 | SH | SOLE | 400,930 | 0 | 0 | ||
| CALAMP CORP | COM | 128126109 | 789 | 44,754 | SH | SOLE | 44,754 | 0 | 0 | ||
| CENTRAL EUROPEAN MEDIA ENTRP | CL A NEW | G20045202 | 1,460 | 648,800 | SH | SOLE | 648,800 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 12,024 | 79,437 | SH | SOLE | 79,437 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 10,549 | 313,866 | SH | SOLE | 313,866 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 62,754 | 1,172,981 | SH | SOLE | 1,172,981 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 41,401 | 514,101 | SH | SOLE | 514,101 | 0 | 0 | ||
| DIGITALGLOBE INC | COM NEW | 25389M877 | 12,422 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | ||
| GLOBALSTAR INC | COM | 378973408 | 5,713 | 1,560,977 | SH | SOLE | 1,560,977 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 3,027 | 88,415 | SH | SOLE | 88,415 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 18,438 | 544,219 | SH | SOLE | 544,219 | 0 | 0 | ||
| HOMEAWAY INC | COM | 43739Q100 | 14,086 | 396,788 | SH | SOLE | 396,788 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 59,854 | 1,459,326 | SH | SOLE | 1,459,326 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 24,666 | 524,924 | SH | SOLE | 524,924 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 5,736 | 206,100 | SH | SOLE | 206,100 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 6,400 | 243,424 | SH | SOLE | 243,424 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 22,872 | 19,741 | SH | SOLE | 19,741 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 4,299 | 54,039 | SH | SOLE | 54,039 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 12,461 | 165,679 | SH | SOLE | 165,679 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 9,231 | 100,971 | SH | SOLE | 100,971 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 31,538 | 919,741 | SH | SOLE | 919,741 | 0 | 0 | ||