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 | 30,447 | 124,881 | SH | SOLE | 124,881 | 0 | 0 | ||
| ADT INC | COM | 00090Q103 | 12,194 | 1,409,732 | SH | SOLE | 1,409,732 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 101,045 | 744,622 | SH | SOLE | 744,622 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 103,110 | 786,557 | SH | SOLE | 786,557 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 390,000 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 303,397 | 1,250,400 | SH | SOLE | 1,250,400 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 26,222 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 17,092 | 358,845 | SH | SOLE | 358,845 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 699,910 | 6,677,890 | SH | SOLE | 6,677,890 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 27,170 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 608,704 | 3,132,481 | SH | SOLE | 3,132,481 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 100,061 | 5,297,037 | SH | SOLE | 5,297,037 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 63,770 | 1,211,203 | SH | SOLE | 1,211,203 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 5,083 | 1,182,190 | SH | SOLE | 1,182,190 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 83,224 | 2,576,591 | SH | SOLE | 2,576,591 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 121,636 | 3,298,152 | SH | SOLE | 3,298,152 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 15,801 | 160,239 | SH | SOLE | 160,239 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,902,273 | 4,859,803 | SH | SOLE | 4,859,803 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 56,855 | 4,343,410 | SH | SOLE | 4,343,410 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 28,396 | 1,375,125 | SH | SOLE | 1,375,125 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 269,550 | 4,838,448 | SH | SOLE | 4,838,448 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 174,628 | 3,514,350 | SH | SOLE | 3,514,350 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 54,353 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 166,354 | 2,816,695 | SH | SOLE | 2,816,695 | 0 | 0 | ||