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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,462 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 17,025 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,473 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 7,690 | 566,275 | SH | SOLE | 566,275 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 28,110 | 937,300 | SH | SOLE | 937,300 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 17,267 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
| CENTRAL EUROPEAN MEDIA ENTRP | CL A NEW | G20045202 | 275 | 65,583 | SH | SOLE | 65,583 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 5,436 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 13,470 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 35,953 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 9,762 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 4,118 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 14,718 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 7,088 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 5,900 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 24,369 | 267,000 | SH | SOLE | 267,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 27,645 | 93,600 | SH | SOLE | 93,600 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 7,450 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 5,702 | 54,981 | SH | SOLE | 54,981 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,062 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 7,177 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,813 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||