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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 12,219 | 153,000 | SH | SOLE | 0 | 153,000 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 16,410 | 888,000 | SH | SOLE | 0 | 888,000 | 0 | 0 | |
| BANDWIDTH INC | COM CL A | 05988J103 | 6,891 | 211,000 | SH | SOLE | 0 | 211,000 | 0 | 0 | |
| CENTURYLINK INC | COM | 156700106 | 14,212 | 865,000 | SH | SOLE | 0 | 865,000 | 0 | 0 | |
| CHINA LODGING GROUP LTD | SPONSORED ADR | 16949N109 | 5,759 | 43,725 | SH | SOLE | 0 | 43,725 | 0 | 0 | |
| CRITEO S A | SPONS ADS | 226718104 | 10,338 | 400,082 | SH | SOLE | 0 | 400,082 | 0 | 0 | |
| LAUREATE EDUCATION INC | CL A | 518613203 | 28,669 | 2,085,000 | SH | SOLE | 0 | 2,085,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 33,209 | 808,000 | SH | SOLE | 0 | 808,000 | 0 | 0 | |
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 13,666 | 471,553 | SH | SOLE | 0 | 471,553 | 0 | 0 | |
| PPDAI GROUP INC | SPONSORED ADR | 69354V108 | 2,233 | 299,731 | SH | SOLE | 0 | 299,731 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 13,068 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 6,622 | 700,000 | SH | SOLE | 0 | 700,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 32,397 | 883,000 | SH | SOLE | 0 | 883,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 11,990 | 3,276,000 | SH | SOLE | 0 | 3,276,000 | 0 | 0 | |