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 | 253,016 | 305,000 | SH | Call | SOLE | 305,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 145,173 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 41,550 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 121,058 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 73,321 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 176,925 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 125,720 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 154,959 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 117,191 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 122,640 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 160,364 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 124,598 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SILVER BAY RLTY TR CORP | COM | 82735Q102 | 26,838 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 376,480 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||