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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 27,922 | 165,100 | SH | SOLE | 165,100 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 80,881 | 385,129 | SH | SOLE | 385,129 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 37,381 | 49,850 | SH | SOLE | 49,850 | 0 | 0 | ||
| ARBUTUS BIOPHARMA CORP | COM | 03879J100 | 4,055 | 1,655,162 | SH | SOLE | 1,655,162 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 28,901 | 390,500 | SH | SOLE | 390,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 18,628 | 113,300 | SH | SOLE | 113,300 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 26,631 | 1,205,000 | SH | SOLE | 1,205,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 48,136 | 806,441 | SH | SOLE | 806,441 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 96,364 | 2,325,941 | SH | SOLE | 2,325,941 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 16,748 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 19,582 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 28,909 | 255,200 | SH | SOLE | 255,200 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 37,069 | 322,200 | SH | SOLE | 322,200 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 39,329 | 716,900 | SH | SOLE | 716,900 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 36,024 | 638,500 | SH | SOLE | 638,500 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 43,311 | 496,000 | SH | SOLE | 496,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 50,968 | 688,100 | SH | SOLE | 688,100 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 50,563 | 813,700 | SH | SOLE | 50,563 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 30,649 | 728,000 | SH | SOLE | 728,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 30,396 | 444,000 | SH | SOLE | 444,000 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 6,242 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 141,861 | 3,668,500 | SH | SOLE | 3,668,500 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 40,341 | 637,000 | SH | SOLE | 637,000 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 5,066 | 193,950 | SH | SOLE | 193,950 | 0 | 0 | ||