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 |
| ADOBE SYS INC | COM | 00724F101 | 32,530 | 218,056 | SH | SOLE | 218,056 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 323,510 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 9,253 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 164,426 | 2,266,701 | SH | SOLE | 2,266,701 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 2,560 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 20,545 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 636,756 | 3,726,552 | SH | SOLE | 3,726,552 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 196,098 | 10,949,100 | SH | SOLE | 10,949,100 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 5,438 | 303,792 | SH | SOLE | 303,792 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 47,555 | 638,407 | SH | SOLE | 638,407 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,903,069 | 10,493,904 | SH | SOLE | 10,493,904 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 3,638 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 221,286 | 2,368,722 | SH | SOLE | 2,368,722 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 188,823 | 2,837,312 | SH | SOLE | 2,837,312 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 63,153 | 4,343,410 | SH | SOLE | 4,343,410 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 227,775 | 6,942,231 | SH | SOLE | 6,942,231 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 123,320 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 263,795 | 6,508,646 | SH | SOLE | 6,508,646 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 237,531 | 9,004,199 | SH | SOLE | 9,004,199 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 48,219 | 1,200,979 | SH | SOLE | 1,200,979 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 127,337 | 3,166,789 | SH | SOLE | 3,166,789 | 0 | 0 | ||