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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 52,721 | 690,787 | SH | SOLE | 690,787 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 299,475 | 268,431 | SH | SOLE | 268,431 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 173,526 | 102,086 | SH | SOLE | 102,086 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 140,570 | 2,248,403 | SH | SOLE | 2,248,403 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 98,967 | 48,822 | SH | SOLE | 48,822 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 28,688 | 825,793 | SH | SOLE | 825,793 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 3,242 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 64,476 | 1,430,262 | SH | SOLE | 1,430,262 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 92,417 | 4,876,888 | SH | SOLE | 4,876,888 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 54,780 | 692,017 | SH | SOLE | 692,017 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 20,822 | 275,274 | SH | SOLE | 275,274 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 18,899 | 249,592 | SH | SOLE | 249,592 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 154,613 | 5,810,339 | SH | SOLE | 5,810,339 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 54,252 | 181,488 | SH | SOLE | 181,488 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 47,042 | 5,969,757 | SH | SOLE | 5,969,757 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 67,247 | 389,904 | SH | SOLE | 389,904 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 62,762 | 430,204 | SH | SOLE | 430,204 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 5,100 | 67,000 | SH | Put | SOLE | 67,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 158,214 | 2,824,243 | SH | SOLE | 2,824,243 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 20,818 | 853,202 | SH | SOLE | 853,202 | 0 | 0 | ||