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 | 11,876 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 43,873 | 183,629 | SH | SOLE | 183,629 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 35,329 | 39,850 | SH | SOLE | 39,850 | 0 | 0 | ||
| ARBUTUS BIOPHARMA CORP | COM | 03879J100 | 3,625 | 1,115,263 | SH | SOLE | 1,115,263 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 19,888 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 21,538 | 913,000 | SH | SOLE | 913,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 32,664 | 502,441 | SH | SOLE | 502,441 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 52,514 | 1,110,941 | SH | SOLE | 1,110,941 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 30,118 | 647,000 | SH | SOLE | 647,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 25,764 | 204,200 | SH | SOLE | 204,200 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 36,819 | 259,200 | SH | SOLE | 259,200 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 30,803 | 514,500 | SH | SOLE | 514,500 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 39,775 | 438,000 | SH | SOLE | 438,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 47,356 | 548,100 | SH | SOLE | 548,100 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 15,504 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 6,812 | 196,889 | SH | SOLE | 196,889 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 31,066 | 471,700 | SH | SOLE | 471,700 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 30,915 | 512,000 | SH | SOLE | 512,000 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 23,028 | 1,221,000 | SH | SOLE | 1,221,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 29,614 | 359,000 | SH | SOLE | 359,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 202,736 | 860,000 | SH | Put | SOLE | 860,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 40,840 | 185,500 | SH | SOLE | 185,500 | 0 | 0 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 19,704 | 663,000 | SH | SOLE | 663,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 137,582 | 2,964,500 | SH | SOLE | 2,964,500 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 32,717 | 512,000 | SH | SOLE | 512,000 | 0 | 0 | ||