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 |
| ALIBABA GROUP HOLDING LTD | SPONSORED ADS | 01609W102 | 16,399 | 89,350 | SH | SOLE | 89,350 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,698 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 43,420 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 4,017 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 360,744 | 173,402 | SH | SOLE | 173,402 | 0 | 0 | ||
| DELTA AIR LINES INC | COM NEW | 247361702 | 1,096 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DROPBOX INC | CLASS A | 26210C104 | 6,250 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 216,850 | 1,964,042 | SH | SOLE | 1,964,042 | 0 | 0 | ||
| FACEBOOK INC | CLASS A | 30303M102 | 32,006 | 200,300 | SH | SOLE | 200,300 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 778 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 23,730 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| MONGODB INC | CLASS A | 60937P106 | 4,340 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MULESOFT INC | CLASS A | 625207105 | 17,592 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HOLDINGS | SHS | G66721104 | 1,059 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| OKTA INC | CLASS A | 679295105 | 7,970 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PURE STORAGE INC | CLASS A | 74624M102 | 83,790 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 16,864 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SPIRIT AIRLINES INC | COM | 848577102 | 8,501 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CLASS A | 87336U105 | 270,889 | 3,351,763 | SH | SOLE | 3,351,763 | 0 | 0 | ||
| TESLA INC | PUT | 88160R101 | 3,011 | 550 | SH | Put | SOLE | 550 | 0 | 0 | |
| TESLA INC | NOTE 1.25% 3/0 | 88106RAC5 | 4,946 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| TRIVAGO NV | SPON ADS A SHS | 89686D105 | 7,846 | 1,128,857 | SH | SOLE | 1,128,857 | 0 | 0 | ||
| TWILIO INC | CLASS A | 90138F102 | 13,363 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 811,887 | 11,686,865 | SH | SOLE | 11,686,865 | 0 | 0 | ||
| WAYFAIR INC | CLASS A | 94419L101 | 1,432 | 21,206 | SH | SOLE | 21,206 | 0 | 0 | ||
| YELP INC | CLASS A | 985817105 | 41,095 | 984,300 | SH | SOLE | 984,300 | 0 | 0 | ||