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 | 1,801 | 6,758 | SH | SOLE | 6,758 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 185,614 | 1,088,451 | SH | SOLE | 1,088,451 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 15,524 | 85,085 | SH | SOLE | 85,085 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 7,409 | 26,059 | SH | SOLE | 26,059 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 221,978 | 1,424,578 | SH | SOLE | 1,424,578 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | COM | 053774105 | 564,359 | 16,189,300 | SH | SOLE | 16,189,300 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 541,398 | 1,800,400 | SH | SOLE | 1,800,400 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 36,597 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 46,102 | 1,153,131 | SH | SOLE | 1,153,131 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 130,836 | 1,178,386 | SH | SOLE | 1,178,386 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 24,654 | 2,096,432 | SH | SOLE | 2,096,432 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 258,911 | 2,547,584 | SH | SOLE | 2,547,584 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 282,140 | 1,692,603 | SH | SOLE | 1,692,603 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 78,661 | 5,297,037 | SH | SOLE | 5,297,037 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 67,659 | 2,453,183 | SH | SOLE | 2,453,183 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 7,065 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 1,174 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 232,564 | 1,971,887 | SH | SOLE | 1,971,887 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,270,915 | 3,564,378 | SH | SOLE | 3,564,378 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 5,983 | 542,967 | SH | SOLE | 542,967 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 44,823 | 871,205 | SH | SOLE | 871,205 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 227,608 | 6,922,381 | SH | SOLE | 6,922,381 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 31,111 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 152,990 | 4,403,868 | SH | SOLE | 4,403,868 | 0 | 0 | ||