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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 10,904 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 53,160 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,984 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 58,612 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 46,380 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 6,749 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 41,305 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CLA | 21036P108 | 66,596 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 47,358 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 30,370 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 16,226 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 51,308 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 34,746 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 11,040 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 39,540 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 41,253 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 17,902 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 35,740 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 108,446 | 2,720,000 | SH | SOLE | 2,720,000 | 0 | 0 | ||
| POPULAR INC | COM NEW | 733174700 | 38,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 34,580 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 11,745 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 53,755 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 27,639 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 11,095 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||