The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ABBVIE INC | COM | 00287Y109 | 19,754 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ALKERMES PLC | SHS | G01767105 | 5,033 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 53,721 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 79,190 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 60,018 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 60,561 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 92,260 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| GW PHARMACEUTICALS PLC | ADS | 36197T103 | 7,510 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 8,466 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 39,914 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 116,136 | 3,045,000 | SH | SOLE | 3,045,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 72,963 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 62,196 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 42,066 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 52,298 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 22,030 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 48,120 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| RADIOSHACK CORP | COM | 750438103 | 347 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 175,902 | 1,890,400 | SH | SOLE | 1,890,400 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 38,295 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 31,770 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 86,565 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 61,954 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 58,409 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||