The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE SYS INC COM 00724F101 11,927 115,853 SH   SOLE   115,853 0 0
AVIS BUDGET GROUP COM 053774105 311,780 8,500,000 SH   SOLE   8,500,000 0 0
CARTER INC COM 146229109 92,651 1,072,477 SH   SOLE   1,072,477 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 361,511 1,255,596 SH   SOLE   1,255,596 0 0
EHI CAR SVCS LTD SPON ADS CL A 26853A100 37,757 4,167,432 SH   SOLE   4,167,432 0 0
FACEBOOK INC CL A 30303M102 428,740 3,726,552 SH   SOLE   3,726,552 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 6,880 754,388 SH   SOLE   754,388 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 43,120 1,999,999 SH   SOLE   1,999,999 0 0
NETFLIX INC COM 64110L106 1,261,237 10,187,700 SH   SOLE   10,187,700 0 0
PALO ALTO NETWORKS INC COM 697435105 212,186 1,696,813 SH   SOLE   1,696,813 0 0
PANDORA MEDIA INC COM 698354107 55,031 4,220,185 SH   SOLE   4,220,185 0 0
SALESFORCE COM INC COM 79466L302 166,579 2,433,234 SH   SOLE   2,433,234 0 0
SERVICENOW INC COM 81762P102 17,093 229,935 SH   SOLE   229,935 0 0
SIGNET JEWELERS LIMITED SHS G81276100 111,052 1,178,149 SH   SOLE   1,178,149 0 0
T MOBILE US INC COM 872590104 220,434 3,832,964 SH   SOLE   3,832,964 0 0
ZILLOW GROUP INC CL A 98954M101 36,019 988,176 SH   SOLE   988,176 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 89,930 2,465,862 SH   SOLE   2,465,862 0 0