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 SYS INC | COM | 00724F101 | 30,842 | 218,056 | SH | SOLE | 218,056 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 231,795 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 67,328 | 756,924 | SH | SOLE | 756,924 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 12,903 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 208,667 | 3,142,573 | SH | SOLE | 3,142,573 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 200,744 | 5,157,875 | SH | SOLE | 5,157,875 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 47,124 | 1,183,133 | SH | SOLE | 1,183,133 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 41,591 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 562,635 | 3,726,552 | SH | SOLE | 3,726,552 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 116,389 | 10,949,100 | SH | SOLE | 10,949,100 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 5,019 | 303,792 | SH | SOLE | 303,792 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,405,288 | 9,405,582 | SH | SOLE | 9,405,582 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 7,471 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 202,403 | 2,337,222 | SH | SOLE | 2,337,222 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 190,820 | 3,017,396 | SH | SOLE | 3,017,396 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 6,102 | 343,410 | SH | SOLE | 343,410 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 121,240 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 231,588 | 6,062,509 | SH | SOLE | 6,062,509 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 220,608 | 7,784,350 | SH | SOLE | 7,784,350 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 58,656 | 1,200,979 | SH | SOLE | 1,200,979 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 171,515 | 3,499,591 | SH | SOLE | 3,499,591 | 0 | 0 | ||