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 | 27,066 | 25,866 | SH | SOLE | 25,866 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 30,406 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 29,730 | 491,000 | SH | SOLE | 491,000 | 0 | 0 | ||
| BANCO SANTANDER BRASIL S A | ADS REP 1 UNIT | 05967A107 | 118 | 12,164 | SH | SOLE | 12,164 | 0 | 0 | ||
| BJS RESTAURANTS INC | COM | 09180C106 | 2,135 | 58,660 | SH | SOLE | 58,660 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 38,152 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 53,516 | 1,181,373 | SH | SOLE | 1,181,373 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 55,027 | 1,274,072 | SH | SOLE | 1,274,072 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 43,516 | 392,000 | SH | SOLE | 392,000 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 41,985 | 1,961,019 | SH | SOLE | 1,961,019 | 0 | 0 | ||
| GLOBALSTAR INC | COM | 378973408 | 8,581 | 6,550,000 | SH | SOLE | 6,550,000 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 39,254 | 7,696,828 | SH | SOLE | 7,696,828 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 27,910 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 32,134 | 1,615,563 | SH | SOLE | 1,615,563 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 48,087 | 1,421,000 | SH | SOLE | 1,421,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 25,703 | 133,900 | SH | SOLE | 133,900 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 24,016 | 451,000 | SH | SOLE | 451,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 23,856 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 66,675 | 11,320,000 | SH | SOLE | 11,320,000 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 40,929 | 6,948,900 | SH | Call | SOLE | 6,948,900 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 34,589 | 817,703 | SH | SOLE | 817,703 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 50,299 | 672,000 | SH | SOLE | 672,000 | 0 | 0 | ||
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | 59 | 10,804 | SH | SOLE | 10,804 | 0 | 0 | ||