The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALASKA AIR GROUP INC Com 011659109 80,078 902,489 SH   SOLE   902,489 0 0
ALLEGIANT TRAVEL CO Com 01748X102 1,057 6,350 SH   SOLE   6,350 0 0
AMAZON.COM INC Com 023135106 37,494 50,000 SH   SOLE   50,000 0 0
AMERICAN AIRLINES GROUP INC Com 02376R102 39,687 850,000 SH   SOLE   850,000 0 0
CTRIP.COM INTERNATIONAL-ADR American DEP SHS 22943F100 51,480 1,287,009 SH   SOLE   1,287,009 0 0
DELTA AIR LINES INC Com New 247361702 42,473 863,455 SH   SOLE   863,455 0 0
EXPEDIA INC Com New 30212P303 509,546 4,498,111 SH   SOLE   4,498,111 0 0
NETFLIX INC Com 64110L106 29,984 242,200 SH   SOLE   242,200 0 0
PAYPAL HOLDINGS INC Com 70450Y103 7,894 200,000 SH   SOLE   200,000 0 0
PURE STORAGE INC Class A 74624M102 46,482 4,109,821 SH   SOLE   4,109,821 0 0
SALESFORCE.COM INC Com 79466L302 10,611 155,000 SH   SOLE   155,000 0 0
SQUARE INC Class A 852234103 19,853 1,456,545 SH   SOLE   1,456,545 0 0
TABLEAU SOFTWARE INC Class A 87336U105 109,353 2,594,384 SH   SOLE   2,594,384 0 0
THE PRICELINE GROUP INC Com New 741503403 180,325 123,000 SH   SOLE   123,000 0 0
TWILIO INC Class A 90138F102 22,440 777,800 SH   SOLE   777,800 0 0
UNITED CONTINENTAL HOLDINGS Com 910047109 747,586 10,257,765 SH   SOLE   10,257,765 0 0
ZILLOW GROUP INC Class A 98954M101 13,419 368,142 SH   SOLE   368,142 0 0