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 | 154,766 | 1,369,009 | SH | SOLE | 1,369,009 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 290,785 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 86,300 | 995,275 | SH | SOLE | 995,275 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 391,244 | 1,449,213 | SH | SOLE | 1,449,213 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 218,177 | 6,631,511 | SH | SOLE | 6,631,511 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 42,716 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 58,254 | 499,090 | SH | SOLE | 499,090 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 59,509 | 4,010,048 | SH | SOLE | 4,010,048 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 80,320 | 1,999,999 | SH | SOLE | 1,999,999 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 509,439 | 2,665,546 | SH | SOLE | 2,665,546 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,005,030 | 10,198,173 | SH | SOLE | 10,198,173 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 361,768 | 2,270,555 | SH | SOLE | 2,270,555 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 60,475 | 4,220,185 | SH | SOLE | 4,220,185 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 129,456 | 87,976 | SH | SOLE | 87,976 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 92,178 | 1,164,600 | SH | SOLE | 1,164,600 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 58,036 | 778,691 | SH | SOLE | 778,691 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 111,518 | 2,386,952 | SH | SOLE | 2,386,952 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 53,730 | 586,000 | SH | SOLE | 586,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 21,862 | 630,952 | SH | SOLE | 630,952 | 0 | 0 | ||