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 |
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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 |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 49,861 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 15,465 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
DONNELLEY R R & SONS CO | COM | 257867101 | 1,262 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 72,834 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
FIFTH & PAC COS INC | COM | 316645100 | 42,721 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 73,807 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 4,071 | 974,000 | SH | SOLE | 974,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 40,360 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 40,865 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 31,303 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 37,472 | 425,000 | SH | SOLE | 245,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 36,052 | 245,000 | SH | SOLE | 425,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 20,520 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
OUTERWALL INC | COM | 690070107 | 615 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
PITNEY BOWES INC | COM | 724479100 | 2,612 | 143,600 | SH | SOLE | 143,600 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 33,058 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 13,312 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
QUAD / GRAPHICS INC | COM CL A | 747301109 | 2,338 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
RADIOSHACK CORP | COM | 750438103 | 2,558 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 101,755 | 1,606,236 | SH | SOLE | 1,606,236 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 6,594 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
SIRIUS XM RADIO INC | COM | 82967N108 | 20,925 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 19,767 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 74,258 | 2,216,000 | SH | SOLE | 2,216,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 20,667 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 12,780 | 225,000 | SH | SOLE | 225,000 | 0 | 0 |