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 | 18,370 | 416,469 | SH | SOLE | 416,469 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 205,780 | 226,448 | SH | SOLE | 226,448 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 98,819 | 102,086 | SH | SOLE | 102,086 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 28,649 | 814,347 | SH | SOLE | 814,347 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 75,453 | 223,995 | SH | SOLE | 223,995 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 62,572 | 1,607,717 | SH | SOLE | 1,607,717 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 52,961 | 355,563 | SH | SOLE | 355,563 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 77,386 | 512,559 | SH | SOLE | 512,559 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 43,080 | 1,767,730 | SH | SOLE | 1,767,730 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 61,347 | 991,867 | SH | SOLE | 991,867 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 112,290 | 1,087,662 | SH | SOLE | 1,087,662 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 72,935 | 1,350,141 | SH | SOLE | 1,350,141 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 155,895 | 4,999,841 | SH | SOLE | 4,999,841 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 32,645 | 624,312 | SH | SOLE | 624,312 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 15,852 | 472,500 | SH | SOLE | 472,500 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 30,932 | 123,295 | SH | SOLE | 123,295 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 47,171 | 25,218 | SH | SOLE | 25,218 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 56,865 | 421,533 | SH | SOLE | 421,533 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 3,554 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 37,081 | 611,704 | SH | SOLE | 611,704 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 16,317 | 162,504 | SH | SOLE | 162,504 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 81,103 | 3,427,860 | SH | SOLE | 3,427,860 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 40,745 | 1,399,696 | SH | SOLE | 1,399,696 | 0 | 0 | ||