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 |
|
||||||||||||||||
| 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 | 108,540 | 1,000,000 | SH | SOLE | 108,540 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 101,525 | 2,500,000 | SH | Put | SOLE | 101,525 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 94,494 | 519,000 | SH | SOLE | 94,494 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 66,513 | 4,250,000 | SH | SOLE | 66,513 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 104,052 | 1,200,000 | SH | SOLE | 104,052 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 63,525 | 150,000 | SH | SOLE | 63,525 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 31,488 | 800,000 | SH | SOLE | 31,488 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 19,680 | 500,000 | SH | Call | SOLE | 19,680 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 138,128 | 1,750,000 | SH | SOLE | 138,128 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 32,068 | 250,000 | SH | Call | SOLE | 32,068 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 83,376 | 650,000 | SH | SOLE | 83,376 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 183,440 | 8,000,000 | SH | SOLE | 183,440 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 123,900 | 3,750,000 | SH | SOLE | 123,900 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 176,274 | 2,100,000 | SH | SOLE | 176,274 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 176,579 | 120,000 | SH | SOLE | 176,579 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 44,145 | 30,000 | SH | Call | SOLE | 44,145 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 95,336 | 850,000 | SH | SOLE | 95,336 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 322,915 | 7,250,000 | SH | SOLE | 322,915 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 36,330 | 1,500,000 | SH | Call | SOLE | 36,330 | 0 | 0 | |