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 | 6,706 | 67,600 | SH | SOLE | 67,600 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,294 | 22,150 | SH | SOLE | 22,150 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 16,143 | 143,800 | SH | SOLE | 143,800 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 10,541 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 29,154 | 537,300 | SH | SOLE | 537,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 29,099 | 170,300 | SH | SOLE | 170,300 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 15,464 | 225,100 | SH | SOLE | 225,100 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 15,448 | 199,200 | SH | SOLE | 199,200 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 24,130 | 253,200 | SH | SOLE | 253,200 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 17,830 | 468,100 | SH | SOLE | 468,100 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 6,241 | 217,089 | SH | SOLE | 217,089 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 23,159 | 310,900 | SH | SOLE | 310,900 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 17,493 | 198,200 | SH | SOLE | 198,200 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 46,028 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 23,878 | 215,100 | SH | SOLE | 215,100 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 29,295 | 1,890,025 | SH | SOLE | 1,890,025 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 20,805 | 222,700 | SH | SOLE | 222,700 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 26,153 | 102,300 | SH | SOLE | 102,300 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 22,198 | 160,000 | SH | Put | SOLE | 160,000 | 0 | 0 | |