The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
ALPHABET INC CAP STK CL C 02079K107 86,892 114,500 SH   SOLE   114,500 0 0
AMAZON COM INC COM 023135106 114,090 168,800 SH   SOLE   168,800 0 0
APPLE INC COM 037833100 107,860 1,024,700 SH   SOLE   1,024,700 0 0
APPLE INC COM 037833100 386,304 3,670,000 SH Call SOLE   0 0 0
BAIDU INC SPON ADR REP A 056752108 53,820 284,700 SH   SOLE   284,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 40,464 1,086,289 SH   SOLE   1,086,289 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 66,655 1,438,700 SH   SOLE   1,438,700 0 0
FACEBOOK INC CL A 30303M102 89,277 853,023 SH   SOLE   853,023 0 0
FITBIT INC CL A 33812L102 11,226 379,400 SH   SOLE   379,400 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 7,945 277,500 SH   SOLE   277,500 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 49,289 1,130,479 SH   SOLE   1,130,479 0 0
ISHARES TR IBOXX HI YD ETF 464288513 314,262 3,900,000 SH Put SOLE   0 0 3,900,000
ISHARES TR RUSSELL 2000 ETF 464287655 135,144 1,200,000 SH Put SOLE   0 0 1,200,000
KRAFT HEINZ CO COM 500754106 66,241 910,400 SH   SOLE   910,400 0 0
L BRANDS INC COM 501797104 54,897 572,918 SH   SOLE   572,918 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 28,032 661,748 SH   SOLE   661,748 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 42,480 1,041,948 SH   SOLE   1,041,948 0 0
PRICELINE GRP INC COM NEW 741503403 65,114 51,072 SH   SOLE   51,072 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 80,432 944,531 SH   SOLE   944,531 0 0
WORLD ACCEP CORP DEL COM 981419104 10,489 282,709 SH   SOLE   282,709 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 70,667 3,009,656 SH   SOLE   3,009,656 0 0