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 C | 02079K107 | 238,694 | 200,000 | SH | SOLE | 238,694 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 126,022 | 1,850,000 | SH | SOLE | 126,022 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 339,539 | 2,175,000 | SH | SOLE | 339,539 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 160,076 | 700,000 | SH | SOLE | 160,076 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 191,490 | 6,500,000 | SH | SOLE | 191,490 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 100,413 | 270,000 | SH | SOLE | 100,413 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 277,760 | 140,000 | SH | SOLE | 277,760 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 81,550 | 1,000,000 | SH | SOLE | 81,550 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 41,115 | 250,000 | SH | SOLE | 41,115 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 332,902 | 2,431,542 | SH | SOLE | 332,902 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 140,000 | 8,000,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 65,473 | 175,000 | SH | SOLE | 65,473 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 347,250 | 15,000,000 | SH | SOLE | 347,250 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 43,225 | 824,911 | SH | SOLE | 43,225 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 550,020 | 6,000,000 | SH | SOLE | 550,020 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 154,396 | 2,200,000 | SH | SOLE | 154,396 | 0 | 0 | ||