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 |
| AMAZON.COM INC | Common | 023135106 | 107,343 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMERICAN TOWER CORP | Common | 03027X100 | 102,249 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ARRIS INTERNATIONAL PLC | common | G0551A103 | 41,920 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AT&T INC | Common | 00206R102 | 129,630 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| CBS CORP-CLASS B NON VOTING | Class B | 124857202 | 73,494 | 1,350,000 | SH | SOLE | 0 | 0 | 1,350,000 | ||
| COMMSCOPE HOLDING CO INC | Common | 20337X109 | 82,230 | 2,650,000 | SH | SOLE | 2,650,000 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD/ISRAEL | Common | M2682V108 | 38,872 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DIAMOND RESORTS INTERNATIONA | Common | 25272T104 | 2,247 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FACEBOOK INC-A | Class A | 30303M102 | 57,140 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRIS | Common | 42824C109 | 44,762 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
| INFOBLOX INC | Common | 45672H104 | 61,439 | 3,275,000 | SH | SOLE | 3,275,000 | 0 | 0 | ||
| LENDINGTREE INC | Common | 52603B107 | 4,417 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIBERTY BROADBAND-C | Class C | 530307305 | 87,000 | 1,450,000 | SH | SOLE | 0 | 0 | 1,450,000 | ||
| LIBERTY MEDIA CORP DELAWARE | Class C SiriusXM | 531229607 | 61,740 | 2,000,000 | SH | SOLE | 0 | 0 | 2,000,000 | ||
| LIBERTY TRIPADVISOR HDG-A | Class A | 531465102 | 63,452 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 86,989 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| PTC INC | Common | 69370C100 | 18,790 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| T-MOBILE US INC | Common | 872590104 | 60,578 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| VEEVA SYSTEMS INC-CLASS A | Class A | 922475108 | 54,592 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| WORKDAY INC-CLASS A | Class A | 98138H101 | 42,935 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| YAHOO! INC | Common | 984332106 | 75,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| YELP INC | Class A | 985817105 | 40,986 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| ZILLOW GROUP INC - C | Class C | 98954M200 | 18,140 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||