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 |
| ALTABA INC | COM | 021346101 | 222,120 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 65,130 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 98,105 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 79,710 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 93,618 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 46,238 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 69,948 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 42,705 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 110,583 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 44,164 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 47,937 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 36,048 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 39,900 | 2,500,000 | SH | SOLE | 0 | 0 | 2,500,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 102,125 | 2,500,000 | SH | SOLE | 0 | 0 | 2,500,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 80,210 | 2,600,000 | SH | SOLE | 0 | 0 | 2,600,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 17,574 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 118,463 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 136,905 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 163,368 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 47,003 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 82568P304 | 69,063 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 61,040 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 68,697 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 9,315 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 68,362 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 47,290 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 34,992 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 57,444 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||