The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 217,189 | 226,448 | SH | SOLE | 226,448 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 98,140 | 102,086 | SH | SOLE | 102,086 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 44,156 | 1,256,202 | SH | SOLE | 1,256,202 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 52,012 | 143,117 | SH | SOLE | 143,117 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 48,210 | 1,252,871 | SH | SOLE | 1,252,871 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 33,130 | 230,167 | SH | SOLE | 230,167 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 87,581 | 512,559 | SH | SOLE | 512,559 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 46,800 | 1,897,024 | SH | SOLE | 1,897,024 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 68,885 | 991,867 | SH | SOLE | 991,867 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 93,819 | 797,914 | SH | SOLE | 797,914 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 16,091 | 170,856 | SH | SOLE | 170,856 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 80,233 | 1,510,692 | SH | SOLE | 1,510,692 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 163,495 | 4,999,841 | SH | SOLE | 4,999,841 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 41,621 | 723,211 | SH | SOLE | 723,211 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 53,983 | 208,486 | SH | SOLE | 208,486 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 80,629 | 44,040 | SH | SOLE | 44,040 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 3,136 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,858 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 60,722 | 421,533 | SH | SOLE | 421,533 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 42,395 | 3,907,403 | SH | SOLE | 3,907,403 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 42,120 | 1,411,056 | SH | SOLE | 1,411,056 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 1,531 | 73,424 | SH | SOLE | 73,424 | 0 | 0 | ||