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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 251,673 | 240,513 | SH | SOLE | 240,513 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 119,387 | 102,086 | SH | SOLE | 102,086 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 83,204 | 1,827,853 | SH | SOLE | 1,827,853 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 40,689 | 1,357,204 | SH | SOLE | 1,357,204 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 63,769 | 361,378 | SH | SOLE | 361,378 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 77,127 | 4,131,082 | SH | SOLE | 4,131,082 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 55,264 | 692,017 | SH | SOLE | 692,017 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 23,412 | 275,274 | SH | SOLE | 275,274 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 21,681 | 254,592 | SH | SOLE | 254,592 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 63,538 | 1,433,294 | SH | SOLE | 1,433,294 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 169,195 | 4,999,841 | SH | SOLE | 4,999,841 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 77,577 | 1,430,262 | SH | SOLE | 1,430,262 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 69,554 | 221,046 | SH | SOLE | 221,046 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 110,126 | 63,373 | SH | SOLE | 63,373 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 3,915 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 10,559 | 203,917 | SH | SOLE | 203,917 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 68,862 | 421,533 | SH | SOLE | 421,533 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 50,840 | 389,904 | SH | SOLE | 389,904 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 38,897 | 385,114 | SH | SOLE | 385,114 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 25,975 | 1,100,651 | SH | SOLE | 1,100,651 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 15,694 | 733,343 | SH | SOLE | 733,343 | 0 | 0 | ||