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 | 140,700 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 39,170 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 143,160 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 334,040 | 1,750,000 | SH | Call | SOLE | 1,750,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 121,187 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 35,076 | 405,500 | SH | SOLE | 405,500 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 105,879 | 2,175,000 | SH | SOLE | 2,175,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 97,360 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 101,014 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 34,230 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 180,160 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 46,375 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 133,338 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 129,640 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 116,006 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 154,262 | 1,540,000 | SH | SOLE | 1,540,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 238,140 | 5,250,000 | SH | SOLE | 5,250,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 41,820 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 71,652 | 2,570,000 | SH | SOLE | 2,570,000 | 0 | 0 | ||