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 |
| AMAZON COM INC | COM | 023135106 | 16,826 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 4,197 | 12,473 | SH | SOLE | 12,473 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 28,655 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 7,725 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 808 | 19,932 | SH | SOLE | 19,932 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 35,294 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| DIGITALGLOBE INC | COM NEW | 25389M877 | 1,064 | 36,687 | SH | SOLE | 36,687 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 1,001 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 4,756 | 78,957 | SH | SOLE | 78,957 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,009 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 4,458 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 3,970 | 53,147 | SH | SOLE | 53,147 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 4,655 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 793 | 64,328 | SH | SOLE | 64,328 | 0 | 0 | ||
| PERION NETWORK LTD | SHS | M78673106 | 497 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 77,664 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 2,884 | 66,227 | SH | SOLE | 66,227 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 3,629 | 53,040 | SH | SOLE | 53,040 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 5,806 | 181,598 | SH | SOLE | 181,598 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 6,273 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,660 | 21,586 | SH | SOLE | 21,586 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 6,405 | 178,420 | SH | SOLE | 178,420 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 2,631 | 34,194 | SH | SOLE | 34,194 | 0 | 0 | ||