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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 72,798 | 472,286 | SH | SOLE | 472,286 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,991 | 6,758 | SH | SOLE | 6,758 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 79,265 | 486,589 | SH | SOLE | 486,589 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 9,135 | 33,377 | SH | SOLE | 33,377 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 311,467 | 1,082,008 | SH | SOLE | 1,082,008 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 48,043 | 409,365 | SH | SOLE | 409,365 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | COM | 053774105 | 569,216 | 16,189,300 | SH | SOLE | 16,189,300 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 48,754 | 1,153,131 | SH | SOLE | 1,153,131 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 6,146 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 39,453 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 164,550 | 1,178,386 | SH | SOLE | 1,178,386 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 233,666 | 2,307,584 | SH | SOLE | 2,307,584 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 26,733 | 1,109,263 | SH | SOLE | 1,109,263 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 447,355 | 2,317,900 | SH | Call | SOLE | 2,317,900 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 326,672 | 1,692,603 | SH | SOLE | 1,692,603 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 36,182 | 2,618,102 | SH | SOLE | 2,618,102 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 64,028 | 2,453,183 | SH | SOLE | 2,453,183 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 6,264 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 264,154 | 1,971,887 | SH | SOLE | 1,971,887 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,298,070 | 3,533,893 | SH | SOLE | 3,533,893 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 3,370 | 163,348 | SH | SOLE | 163,348 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 4,083 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 7,764 | 542,967 | SH | SOLE | 542,967 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 13,964 | 361,847 | SH | SOLE | 361,847 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 36,205 | 782,136 | SH | SOLE | 782,136 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 199,811 | 5,725,246 | SH | SOLE | 5,725,246 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 276,519 | 5,960,740 | SH | SOLE | 5,960,740 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 41,626 | 909,666 | SH | SOLE | 909,666 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 37,571 | 423,147 | SH | SOLE | 423,147 | 0 | 0 | ||