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 | 278,913 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 135,439 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 285,121 | 2,175,000 | SH | SOLE | 2,175,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 170,100 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 183,235 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 182,438 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 170,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 213,752 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 168,763 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 126,400 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 78,286 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 388,500 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 515,460 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 110,543 | 1,850,100 | SH | SOLE | 1,850,100 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 189,827 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||