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 | 14,739 | 416,469 | SH | SOLE | 416,469 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 184,219 | 222,068 | SH | SOLE | 222,068 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 102,690 | 115,832 | SH | SOLE | 115,832 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 24,390 | 814,347 | SH | SOLE | 814,347 | 0 | 0 | ||
| CENTURYLINK INC | COM | 156700106 | 22,848 | 969,373 | SH | SOLE | 969,373 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 163,215 | 498,641 | SH | SOLE | 498,641 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 118,198 | 3,144,390 | SH | SOLE | 3,144,390 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 39,678 | 1,181,945 | SH | SOLE | 1,181,945 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 44,861 | 355,563 | SH | SOLE | 355,563 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 72,809 | 512,559 | SH | SOLE | 512,559 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 45,855 | 1,767,730 | SH | SOLE | 1,767,730 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 73,075 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 47,437 | 643,474 | SH | SOLE | 643,474 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 60,495 | 1,330,141 | SH | SOLE | 1,330,141 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 123,699 | 3,530,227 | SH | SOLE | 3,530,227 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 16,761 | 484,422 | SH | SOLE | 484,422 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 120,931 | 67,940 | SH | SOLE | 67,940 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 59,996 | 498,433 | SH | SOLE | 498,433 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 4,506 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 39,510 | 611,704 | SH | SOLE | 611,704 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 26,292 | 269,083 | SH | SOLE | 269,083 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 34,586 | 2,654,360 | SH | SOLE | 2,654,360 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,459 | 119,800 | SH | SOLE | 119,800 | 0 | 0 | ||