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 | 1,824 | 6,758 | SH | SOLE | 6,758 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 125,342 | 744,622 | SH | SOLE | 744,622 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 282,175 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 162,776 | 1,042,700 | SH | SOLE | 1,042,700 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 385,680 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 308,511 | 1,250,400 | SH | SOLE | 1,250,400 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 37,247 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 890,265 | 7,613,005 | SH | SOLE | 7,613,005 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 23,795 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 515,168 | 3,132,481 | SH | SOLE | 3,132,481 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 92,751 | 5,297,037 | SH | SOLE | 5,297,037 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 69,748 | 2,576,591 | SH | SOLE | 2,576,591 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 76,187 | 2,514,414 | SH | SOLE | 2,514,414 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 18,327 | 160,239 | SH | SOLE | 160,239 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 18,363 | 419,236 | SH | SOLE | 419,236 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,242,435 | 3,320,864 | SH | SOLE | 3,320,864 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 15,774 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 36,832 | 4,343,410 | SH | SOLE | 4,343,410 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 219,876 | 4,305,384 | SH | SOLE | 4,305,384 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 162,820 | 3,514,350 | SH | SOLE | 3,514,350 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 124,639 | 2,816,695 | SH | SOLE | 2,816,695 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 40,207 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||