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 |
| ADOBE SYS INC | COM | 00724F101 | 11,927 | 115,853 | SH | SOLE | 115,853 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 311,780 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 92,651 | 1,072,477 | SH | SOLE | 1,072,477 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 361,511 | 1,255,596 | SH | SOLE | 1,255,596 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 37,757 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 428,740 | 3,726,552 | SH | SOLE | 3,726,552 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 6,880 | 754,388 | SH | SOLE | 754,388 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 43,120 | 1,999,999 | SH | SOLE | 1,999,999 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,261,237 | 10,187,700 | SH | SOLE | 10,187,700 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 212,186 | 1,696,813 | SH | SOLE | 1,696,813 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 55,031 | 4,220,185 | SH | SOLE | 4,220,185 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 166,579 | 2,433,234 | SH | SOLE | 2,433,234 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 17,093 | 229,935 | SH | SOLE | 229,935 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 111,052 | 1,178,149 | SH | SOLE | 1,178,149 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 220,434 | 3,832,964 | SH | SOLE | 3,832,964 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 36,019 | 988,176 | SH | SOLE | 988,176 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 89,930 | 2,465,862 | SH | SOLE | 2,465,862 | 0 | 0 | ||