The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 39,800 227,117 SH   SOLE   227,117 0 0
ALPHABET INC CAP STK CL A 02079K305 38,500 36,548 SH   SOLE   36,548 0 0
ALTABA INC COM 021346101 10,415 149,100 SH   SOLE   149,100 0 0
ALTICE USA INC CL A 02156K103 14,419 679,200 SH   SOLE   679,200 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 28,618 427,200 SH   SOLE   427,200 0 0
BROADCOM LTD SHS Y09827109 37,686 146,695 SH   SOLE   146,695 0 0
COMCAST CORP NEW CL A 20030N101 60,820 1,518,592 SH   SOLE   1,518,592 0 0
FACEBOOK INC CL A 30303M102 57,966 328,495 SH   SOLE   328,495 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 22,191 1,188,601 SH   SOLE   1,188,601 0 0
NIC INC COM 62914B100 5,810 350,000 SH Put SOLE   350,000 0 0
NIC INC COM 62914B100 3,320 200,000 SH Call SOLE   200,000 0 0
PHILIP MORRIS INTL INC COM 718172109 18,066 171,000 SH   SOLE   171,000 0 0
PRICELINE GRP INC COM NEW 741503403 32,322 18,600 SH   SOLE   18,600 0 0
SERVICENOW INC COM 81762P102 21,833 167,446 SH   SOLE   167,446 0 0
STAMPS COM INC COM NEW 852857200 35,288 187,700 SH   SOLE   187,700 0 0
T MOBILE US INC COM 872590104 38,328 603,500 SH   SOLE   603,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 28,766 262,037 SH   SOLE   262,037 0 0