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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 48,769 | 927,000 | SH | SOLE | 927,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 47,192 | 44,800 | SH | SOLE | 44,800 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 103,492 | 2,024,500 | SH | SOLE | 2,024,500 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 13,615 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 60,265 | 995,301 | SH | SOLE | 995,301 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 97,328 | 289,700 | SH | SOLE | 289,700 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 96,231 | 1,884,300 | SH | SOLE | 1,884,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 56,644 | 321,000 | SH | SOLE | 321,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM NEW | 35906A306 | 1,586 | 234,600 | SH | SOLE | 234,600 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 9,538 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 38,628 | 1,130,793 | SH | SOLE | 1,130,793 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 95,805 | 1,120,000 | SH | SOLE | 1,120,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 38,135 | 518,000 | SH | SOLE | 518,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 38,925 | 22,400 | SH | SOLE | 22,400 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 55,899 | 546,800 | SH | SOLE | 546,800 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 116,693 | 2,276,057 | SH | SOLE | 2,276,057 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 20,341 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 118,093 | 1,353,500 | SH | SOLE | 1,353,500 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 54,567 | 198,700 | SH | SOLE | 198,700 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 126,049 | 1,105,500 | SH | SOLE | 1,105,500 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 62,269 | 413,228 | SH | SOLE | 413,228 | 0 | 0 | ||