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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 57,887 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 42,530 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 112,865 | 1,525,000 | SH | SOLE | 1,525,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 85,329 | 519,000 | SH | SOLE | 519,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 88,400 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 120,946 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 43,392 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 69,050 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 152,431 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 80,536 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 115,050 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 176,800 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 111,375 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 165,438 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 175,927 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 43,982 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 320,925 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 55,520 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 27,760 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 18,425 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |