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 INC | COM | 00724F101 | 1,529 | 6,758 | SH | SOLE | 6,758 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 134,043 | 851,282 | SH | SOLE | 851,282 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,663 | 85,085 | SH | SOLE | 85,085 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 5,458 | 26,059 | SH | SOLE | 26,059 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 183,215 | 1,424,578 | SH | SOLE | 1,424,578 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 269,760 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 317,952 | 1,250,400 | SH | SOLE | 1,250,400 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 20,618 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 351,850 | 3,208,842 | SH | SOLE | 3,208,842 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 22,013 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 102,492 | 781,844 | SH | SOLE | 781,844 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 76,595 | 5,297,037 | SH | SOLE | 5,297,037 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 80,551 | 3,137,935 | SH | SOLE | 3,137,935 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 200,285 | 1,971,887 | SH | SOLE | 1,971,887 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 9,957 | 419,236 | SH | SOLE | 419,236 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 950,338 | 3,550,543 | SH | SOLE | 3,550,543 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,281 | 232,554 | SH | SOLE | 232,554 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 90,180 | 1,671,856 | SH | SOLE | 1,671,856 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 86,682 | 1,801,365 | SH | SOLE | 1,801,365 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 140,191 | 4,877,908 | SH | SOLE | 4,877,908 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 28,591 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 88,951 | 2,816,695 | SH | SOLE | 2,816,695 | 0 | 0 | ||