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 | 49,917 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 35,522 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
FIFTH & PAC COS INC | COM | 316645100 | 126,202 | 3,935,200 | SH | SOLE | 3,935,200 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 72,060 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 3,832 | 824,000 | SH | SOLE | 824,000 | 0 | 0 | ||
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 11,768 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 10,490 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 37,380 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 41,738 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 42,425 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 52,714 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 12,532 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
OUTERWALL INC | COM | 690070107 | 827 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 38,010 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 30,359 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
QUAD / GRAPHICS INC | COM CL A | 747301109 | 2,097 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
RADIOSHACK CORP | COM | 750438103 | 1,950 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 108,575 | 1,613,300 | SH | SOLE | 1,613,300 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 6,782 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 39,437 | 11,300,000 | SH | SOLE | 11,300,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 20,251 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 26,990 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 70,340 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 82,843 | 990,000 | SH | SOLE | 990,000 | 0 | 0 |