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 |
| AMAZON COM INC | COM | 023135106 | 97,519 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 109,386 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 75,383 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 62,325 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 26,096 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 41,454 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 62,424 | 900,000 | SH | OTR | 0 | 0 | 900,000 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 95,933 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 47,225 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 76,703 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 138,787 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| GIGAMON INC | COM | 37518B102 | 18,664 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 90,547 | 1,048,000 | SH | OTR | 0 | 0 | 1,048,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 124,678 | 3,215,000 | SH | OTR | 0 | 0 | 3,215,000 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 10,374 | 200,000 | SH | Put | OTR | 0 | 0 | 200,000 | |
| MICROSOFT CORP | COM | 594918104 | 32,930 | 500,000 | SH | Put | OTR | 0 | 0 | 500,000 | |
| MICROSOFT CORP | COM | 594918104 | 164,650 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 27,902 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 22,536 | 200,000 | SH | Call | OTR | 0 | 0 | 200,000 | |
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 13,238 | 100,000 | SH | Put | OTR | 0 | 0 | 100,000 | |
| PTC INC | COM | 69370C100 | 61,746 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 49,055 | 500,000 | SH | Call | OTR | 0 | 0 | 500,000 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 66,204 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 46,828 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 56,983 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 43,588 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 56,388 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 78,897 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 42,248 | 1,290,000 | SH | SOLE | 1,290,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 35,050 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||