The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALTABA INC | COM | 021346101 | 247,968 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 105,252 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 89,169 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 77,070 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 42,768 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 42,240 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 82,600 | 1,400,000 | SH | SOLE | 0 | 0 | 1,400,000 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 70,931 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 67,069 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 118,625 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 152,707 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 22,404 | 1,200,000 | SH | SOLE | 0 | 0 | 1,200,000 | ||
| HOME DEPOT INC | COM | 437076102 | 43,592 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 76,644 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 77,337 | 1,950,000 | SH | SOLE | 0 | 0 | 1,950,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 86,254 | 2,525,000 | SH | SOLE | 0 | 0 | 2,525,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 18,487 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 102,648 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| NUTRI SYS INC NEW | COM | 67069D108 | 2,314 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 130,446 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 89,848 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 31,975 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 38,106 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 62,280 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 70,166 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 76,986 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | ||