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 |
| ARRIS INTERNATIONAL PLC | SHS | G0551A103 | 82,858 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| EXPEDIA INC | COM NEW | 30212P303 | 107,616 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 18,459 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BOX INC - CLASS A | CL A | 10316T104 | 19,404 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| CBS CORP-CLASS B NON VOTING | CL B | 124857202 | 50,896 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
| LIBERTY SIRIUS GROUP-C | COM C SIRIUSXM | 531229607 | 93,280 | 2,750,000 | SH | SOLE | 0 | 0 | 2,750,000 | ||
| PTC INC | COM | 69370C100 | 53,211 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC-CL A | CL A | 87336U105 | 50,580 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 74,987 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 76,554 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 51,512 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 64,811 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| FITBIT INC - A | CL A | 33812L102 | 1,464 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY BROADBAND-C | COM SER C | 530307305 | 140,733 | 1,900,000 | SH | SOLE | 0 | 0 | 1,900,000 | ||
| YAHOO! INC | COM | 984332106 | 77,340 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 38,130 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 16,960 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 1,544 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| COMMSCOPE HOLDING CO INC | COM | 20337X109 | 88,350 | 2,375,000 | SH | SOLE | 2,375,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRIS | COM | 42824C109 | 16,198 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LENDINGTREE INC | COM | 52603B107 | 9,122 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 136,708 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 40,257 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VEEVA SYSTEMS INC-CLASS A | CL A COM | 922475108 | 45,788 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 49,350 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| XEROX CORP | COM | 984121103 | 21,825 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| AMERICAN TOWER CORP | COM | 03027X100 | 73,976 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 22822V101 | 91,109 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||