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 | 21,884 | 124,881 | SH | SOLE | 124,881 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 2,222 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 526,560 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 169,612 | 660,226 | SH | SOLE | 660,226 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 12,052 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 183,229 | 1,704,297 | SH | SOLE | 1,704,297 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 24,256 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 41,001 | 342,335 | SH | SOLE | 342,335 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 182,280 | 10,217,496 | SH | SOLE | 10,217,496 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 13,707 | 160,239 | SH | SOLE | 160,239 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,548,902 | 8,068,879 | SH | SOLE | 8,068,879 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 93,027 | 1,645,041 | SH | SOLE | 1,645,041 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 63,457 | 4,343,410 | SH | SOLE | 4,343,410 | 0 | 0 | ||
| SOGOU INC | ADR REPSTG A | 83409V104 | 2,314 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 216,323 | 7,709,315 | SH | SOLE | 7,709,315 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 200,134 | 5,807,710 | SH | SOLE | 5,807,710 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 395,713 | 11,459,976 | SH | SOLE | 11,459,976 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 37,060 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 115,259 | 2,816,695 | SH | SOLE | 2,816,695 | 0 | 0 | ||