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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 11,661 | 416,469 | SH | SOLE | 416,469 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 134,683 | 174,500 | SH | SOLE | 174,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 99,320 | 132,450 | SH | SOLE | 132,450 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 19,609 | 814,347 | SH | SOLE | 814,347 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 151,458 | 526,042 | SH | SOLE | 526,042 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 108,560 | 1,572,195 | SH | SOLE | 1,572,195 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 40,655 | 1,369,318 | SH | SOLE | 1,369,318 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 95,148 | 839,937 | SH | SOLE | 839,937 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 58,970 | 512,559 | SH | SOLE | 512,559 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 36,928 | 1,767,730 | SH | SOLE | 1,767,730 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 76,202 | 2,801,549 | SH | SOLE | 2,801,549 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 12,526 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 41,691 | 643,474 | SH | SOLE | 643,474 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 104,848 | 3,530,227 | SH | SOLE | 3,530,227 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 18,485 | 832,662 | SH | SOLE | 832,662 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 2,594 | 312,200 | SH | Put | SOLE | 312,200 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 128,607 | 87,723 | SH | SOLE | 87,723 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 51,468 | 498,433 | SH | SOLE | 498,433 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 59,193 | 1,029,262 | SH | SOLE | 1,029,262 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 59,194 | 613,222 | SH | SOLE | 613,222 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 13,733 | 1,168,800 | SH | SOLE | 1,168,800 | 0 | 0 | ||