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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 44,175 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 33,590 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 87,768 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 250,767 | 1,100,000 | SH | Call | SOLE | 1,100,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 48,021 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 126,984 | 2,189,000 | SH | SOLE | 2,189,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 59,025 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 88,296 | 1,795,000 | SH | SOLE | 1,795,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 209,057 | 4,250,000 | SH | Call | SOLE | 4,250,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 123,165 | 1,750,000 | SH | Call | SOLE | 1,750,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 85,864 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
| FMSA HLDGS INC | COM | 30255X106 | 27,680 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 90,725 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 75,308 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 159,423 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 65,853 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 27,290 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 91,217 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 34,293 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 177,540 | 4,125,000 | SH | SOLE | 4,125,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 43,040 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 44,329 | 291,522 | SH | SOLE | 291,522 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 76,810 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 152,468 | 3,970,000 | SH | SOLE | 3,970,000 | 0 | 0 | ||