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 |
|
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 | 98,660 | 124,500 | SH | SOLE | 124,500 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 41,760 | 254,000 | SH | SOLE | 254,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 92,520 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 168,721 | 586,000 | SH | SOLE | 586,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 39,640 | 991,000 | SH | SOLE | 991,000 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 16,470 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 81,743 | 710,500 | SH | SOLE | 710,500 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 93,248 | 2,362,500 | SH | SOLE | 2,362,500 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 75,493 | 1,584,000 | SH | SOLE | 1,584,000 | 0 | 0 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 328,830 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
TJX COS INC NEW | COM | 872540109 | 13,523 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 108,049 | 434,000 | SH | SOLE | 434,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 108,604 | 1,392,000 | SH | SOLE | 1,392,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 80,277 | 970,000 | SH | SOLE | 970,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 46,274 | 1,486,000 | SH | SOLE | 1,486,000 | 0 | 0 |