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 | 19,121 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 253 | 4,007 | SH | SOLE | 4,007 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 35,611 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| BANCO SANTANDER BRASIL S A | ADS REP 1 UNIT | 05967A107 | 75 | 11,147 | SH | SOLE | 11,147 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 22,288 | 706,000 | SH | SOLE | 706,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 27,104 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 40,646 | 1,104,200 | SH | SOLE | 1,104,200 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 34,135 | 637,321 | SH | SOLE | 637,321 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 29,853 | 316,878 | SH | SOLE | 316,878 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 28,611 | 1,397,000 | SH | SOLE | 1,397,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 134 | 11,133 | SH | SOLE | 11,133 | 0 | 0 | ||
| INTERVAL LEISURE GROUP INC | COM | 46113M108 | 23,912 | 1,392,651 | SH | SOLE | 1,392,651 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 21,775 | 327,000 | SH | SOLE | 327,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 24,235 | 864,000 | SH | SOLE | 864,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 37,071 | 1,122,000 | SH | SOLE | 1,122,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 2,867 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 19,316 | 196,000 | SH | SOLE | 196,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 20,036 | 531,459 | SH | SOLE | 531,459 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 23,534 | 314,000 | SH | SOLE | 314,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 5,513 | 103,600 | SH | Put | SOLE | 103,600 | 0 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 52,471 | 7,914,253 | SH | SOLE | 7,914,253 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 16,758 | 377,000 | SH | SOLE | 377,000 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 30,094 | 147,500 | SH | Put | SOLE | 147,500 | 0 | 0 | |
| VIASAT INC | COM | 92552V100 | 31,726 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||