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 | 8,622 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 313,920 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 130,800 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 139,700 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 193,936 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 214,020 | 7,250,000 | SH | SOLE | 7,250,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 187,984 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 105,876 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 110,531 | 1,054,282 | SH | SOLE | 1,054,282 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 100,500 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 153,568 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 268,700 | 14,524,335 | SH | SOLE | 14,524,335 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 152,052 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | UNIT 99/99/9999 | G8250R111 | 37,100 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 479,875 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 123,579 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||