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 | 26,984 | 124,881 | SH | SOLE | 124,881 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 8,282 | 65,947 | SH | SOLE | 65,947 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 562,080 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 291,662 | 1,237,693 | SH | SOLE | 1,237,693 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 14,454 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 265,409 | 2,642,460 | SH | SOLE | 2,642,460 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 26,101 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 500,539 | 3,132,481 | SH | SOLE | 3,132,481 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 209,663 | 10,217,496 | SH | SOLE | 10,217,496 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 5,131 | 1,182,190 | SH | SOLE | 1,182,190 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 46,650 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 14,625 | 160,239 | SH | SOLE | 160,239 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,119,346 | 7,175,711 | SH | SOLE | 7,175,711 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 68,930 | 4,343,410 | SH | SOLE | 4,343,410 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 70,719 | 2,735,733 | SH | SOLE | 2,735,733 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 229,040 | 5,601,360 | SH | SOLE | 5,601,360 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 420,467 | 11,459,976 | SH | SOLE | 11,459,976 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 49,122 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 151,538 | 2,816,695 | SH | SOLE | 2,816,695 | 0 | 0 | ||