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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 68,828 | 85,600 | SH | SOLE | 85,600 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 38,417 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 88,908 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 154,471 | 572,177 | SH | SOLE | 572,177 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 25,622 | 60,500 | SH | SOLE | 60,500 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 41,744 | 896,378 | SH | SOLE | 896,378 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 562 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 20,150 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 53,873 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 86,380 | 2,108,365 | SH | SOLE | 2,108,365 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 70,615 | 1,584,000 | SH | SOLE | 1,584,000 | 0 | 0 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 753,840 | 6,000,000 | SH | Call | SOLE | 6,000,000 | 0 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 66,498 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 76,870 | 929,500 | SH | SOLE | 929,500 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 78,201 | 970,000 | SH | SOLE | 970,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 86,351 | 2,810,000 | SH | SOLE | 2,810,000 | 0 | 0 |