The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 97,643 | 55,736 | SH | SOLE | 55,736 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 149,289 | 3,942,149 | SH | SOLE | 3,942,149 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,569 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 65,927 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X105 | 51,600 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 51,790 | 362,800 | SH | SOLE | 362,800 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 84,742 | 579,905 | SH | SOLE | 579,905 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 106,478 | 389,800 | SH | SOLE | 389,800 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 83,683 | 1,311,445 | SH | SOLE | 1,311,445 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 61,738 | 554,900 | SH | SOLE | 554,900 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 67,450 | 425,900 | SH | SOLE | 425,900 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 24,462 | 152,400 | SH | SOLE | 152,400 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 132,321 | 1,003,038 | SH | SOLE | 1,003,038 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 58,452 | 262,800 | SH | SOLE | 262,800 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 69,551 | 1,055,407 | SH | SOLE | 1,055,407 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 32,200 | 144,700 | SH | SOLE | 144,700 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 44,344 | 157,583 | SH | SOLE | 157,583 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 38,992 | 289,149 | SH | SOLE | 289,149 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 43,207 | 847,200 | SH | SOLE | 847,200 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 164,482 | 2,247,016 | SH | SOLE | 2,247,016 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 31,437 | 827,513 | SH | SOLE | 827,513 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 38,986 | 3,949,900 | SH | SOLE | 3,949,900 | 0 | 0 | ||