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 |
8X8 INC NEW | COM | 282914100 | 24,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 9,160 | 33,377 | SH | SOLE | 33,377 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 54,855 | 2,433,656 | SH | SOLE | 2,433,656 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 1,280 | 28,245 | SH | SOLE | 28,245 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 7,186 | 30,041 | SH | SOLE | 30,041 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 382,010 | 16,688,940 | SH | SOLE | 16,688,940 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 214,522 | 134,721 | SH | SOLE | 134,721 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 548,222 | 3,706,459 | SH | SOLE | 3,706,459 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 282,261 | 7,241,178 | SH | SOLE | 7,241,178 | 0 | 0 | ||
DADA NEXUS LTD | ADS | 23344D108 | 886 | 39,727 | SH | SOLE | 39,727 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 88,465 | 1,076,217 | SH | SOLE | 1,076,217 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 243,550 | 1,072,578 | SH | SOLE | 1,072,578 | 0 | 0 | ||
JETBLUE AWYS CORP | COM | 477143101 | 9,794 | 898,527 | SH | SOLE | 898,527 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 4,020 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 224,655 | 13,372,329 | SH | SOLE | 13,372,329 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 244,939 | 1,203,572 | SH | SOLE | 1,203,572 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,382,268 | 3,037,684 | SH | SOLE | 3,037,684 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 101,693 | 241,167 | SH | SOLE | 241,167 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 236,167 | 1,028,290 | SH | SOLE | 1,028,290 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 36,912 | 1,664,954 | SH | SOLE | 1,664,954 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 299,781 | 4,949,326 | SH | SOLE | 4,949,326 | 0 | 0 | ||
POLARIS INC | COM | 731068102 | 22,037 | 238,107 | SH | SOLE | 238,107 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 60,697 | 7,530,696 | SH | SOLE | 7,530,696 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 12,542 | 361,847 | SH | SOLE | 361,847 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 215,962 | 200,000 | SH | Put | SOLE | 0 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 98,009 | 3,289,985 | SH | SOLE | 3,289,985 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 565,179 | 9,810,426 | SH | SOLE | 9,810,426 | 0 | 0 |