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 |
| APPLE INC | COM | 037833100 | 196,316 | 2,053,514 | SH | SOLE | 2,053,514 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 290,070 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 105,967 | 995,275 | SH | SOLE | 995,275 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 331,348 | 1,449,213 | SH | SOLE | 1,449,213 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 42,133 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 44,528 | 418,890 | SH | SOLE | 418,890 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 36,463 | 2,983,850 | SH | SOLE | 2,983,850 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 110,100 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 504,455 | 2,665,546 | SH | SOLE | 2,665,546 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 932,929 | 10,198,173 | SH | SOLE | 10,198,173 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 123,179 | 1,004,394 | SH | SOLE | 1,004,394 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 25,530 | 2,050,572 | SH | SOLE | 2,050,572 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 244,512 | 195,859 | SH | SOLE | 195,859 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 42,210 | 635,700 | SH | SOLE | 635,700 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 48,920 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 103,283 | 2,386,952 | SH | SOLE | 2,386,952 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 38,384 | 1,419,000 | SH | SOLE | 1,419,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 43,757 | 586,000 | SH | SOLE | 586,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 22,891 | 630,952 | SH | SOLE | 630,952 | 0 | 0 | ||