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 |
| ALASKA AIR GROUP INC | COM | 011659109 | 3,676 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 6,664 | 38,650 | SH | SOLE | 38,650 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,372 | 5,100 | SH | SOLE | 5,100 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 59,386 | 50,780 | SH | SOLE | 50,780 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,827 | 7,800 | SH | SOLE | 7,800 | 0 | 0 | ||
| CARVANA CO | CLASS A | 146869102 | 455 | 23,800 | SH | SOLE | 23,800 | 0 | 0 | ||
| CRITEO SA | SPONS ADS | 226718104 | 1,302 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EXPEDIA INC | COM NEW | 30212P303 | 411,094 | 3,432,362 | SH | SOLE | 3,432,362 | 0 | 0 | ||
| MONGODB INC | CLASS A | 60937P106 | 2,968 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MULESOFT INC | CLASS A | 625207105 | 6,397 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 37,547 | 195,600 | SH | SOLE | 195,600 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HOLDINGS | SHS | G66721104 | 1,065 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| OKTA INC | CLASS A | 679295105 | 3,842 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 14,724 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PURE STORAGE INC | CLASS A | 74624M102 | 66,612 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 10,734 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| SPIRIT AIRLINES INC | CALL | 848577102 | 1,643 | 2,250 | SH | Call | SOLE | 2,250 | 0 | 0 | |
| SQUARE INC | CLASS A | 852234103 | 22,339 | 644,345 | SH | SOLE | 644,345 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CLASS A | 87336U105 | 227,299 | 3,284,663 | SH | SOLE | 3,284,663 | 0 | 0 | ||
| TESLA INC | PUT | 88160R101 | 3,031 | 1,500 | SH | Put | SOLE | 1,500 | 0 | 0 | |
| THE PRICELINE GROUP INC | COM NEW | 741503403 | 213,742 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| TRIVAGO NV | SPON ADS A SHS | 89686D105 | 2,807 | 410,362 | SH | SOLE | 410,362 | 0 | 0 | ||
| TWILIO INC | CLASS A | 90138F102 | 8,260 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 750,625 | 11,136,865 | SH | SOLE | 11,136,865 | 0 | 0 | ||
| YELP INC | COM | 985817105 | 34,287 | 817,138 | SH | SOLE | 817,138 | 0 | 0 | ||
| YELP INC | CALL | 985817105 | 2,475 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | |