The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACTAVIS PLC | SHS | G0083B108 | 3,911 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 4,219 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 4,006 | 62,200 | SH | SOLE | 62,200 | 0 | 0 | ||
BITAUTO HLDGS LTD SPONSORED | ADS | 091727107 | 3,476 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 46,130 | 1,528,000 | SH | SOLE | 1,528,000 | 0 | 0 | ||
CARTER INC | COM | 146229109 | 1,087 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A | 16117M305 | 25,872 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM | 16411R208 | 3,598 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
COLFAX CORP | COM | 194014106 | 14,266 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 13,711 | 274,000 | SH | SOLE | 274,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 5,244 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 20,529 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 5,208 | 65,040 | SH | SOLE | 65,040 | 0 | 0 | ||
E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 5,489 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 4,721 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 13,507 | 196,747 | SH | SOLE | 196,747 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 9,638 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 904 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 5,233 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 4,086 | 3,666 | SH | SOLE | 3,666 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 9,552 | 96,315 | SH | SOLE | 96,315 | 0 | 0 | ||
LIBERTY GLOBAL PLC SHS | CL A | G5480U104 | 11,103 | 266,900 | SH | SOLE | 266,900 | 0 | 0 | ||
LIBERTY GLOBAL PLC SHS | CL C | G5480U120 | 10,992 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP LBT VENT | COM A | 53071M880 | 10,345 | 79,373 | SH | SOLE | 79,373 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 13,073 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
MELCO CROWN ENTMT LTD | ADR | 585464100 | 537 | 13,900 | SH | SOLE | 13,900 | 0 | 0 | ||
NOKIA CORP SPONSORED | ADR | 654902204 | 7,733 | 1,053,600 | SH | SOLE | 1,053,600 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 1,516 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 3,032 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
POWERSHARES QQQ | TRUST UNIT | 73935A104 | 2,192 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
PRICELINE COM INC | COM | 741503403 | 8,021 | 6,730 | SH | SOLE | 6,730 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 1,619 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 20,276 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
SPRINT CORP | COM SER 1 | 85207U105 | 5,247 | 571,000 | SH | SOLE | 571,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 2,328 | 70,480 | SH | SOLE | 70,480 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 8,936 | 48,250 | SH | SOLE | 48,250 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 3,651 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 7,353 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 15,160 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD SPONSORED | ADR | 92763W103 | 13,094 | 87,700 | SH | SOLE | 87,700 | 0 | 0 | ||
VISA INC COM | CL A | 92826C839 | 1,956 | 9,060 | SH | SOLE | 9,060 | 0 | 0 | ||
WALGREEN CO | COM | 931422109 | 18,620 | 282,000 | SH | SOLE | 282,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 3,026 | 33,100 | SH | SOLE | 33,100 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 3,683 | 102,600 | SH | SOLE | 102,600 | 0 | 0 | ||
ZULILY INC | CL A | 989774104 | 2,553 | 50,875 | SH | SOLE | 50,875 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 1,720 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 860 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 |