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 |
| APPLE INC | COM | 037833100 | 160,623 | 1,473,740 | SH | SOLE | 1,473,740 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 3,849 | 66,012 | SH | SOLE | 66,012 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 259,920 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 86,817 | 823,845 | SH | SOLE | 823,845 | 0 | 0 | ||
| CHARTER COMMUNICATION INC D | CL A NEW | 16117M305 | 121,640 | 600,900 | SH | SOLE | 600,900 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 19,739 | 827,300 | SH | Put | SOLE | 0 | 0 | 827,300 | |
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 52,051 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 7,547 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 105,300 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 268,047 | 2,344,094 | SH | SOLE | 2,344,094 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 2,006 | 21,227 | SH | SOLE | 21,227 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,058,405 | 10,353,173 | SH | SOLE | 10,353,173 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 291,163 | 225,890 | SH | SOLE | 225,890 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 41,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 64,058 | 1,047,044 | SH | SOLE | 1,047,044 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 50,411 | 1,655,519 | SH | SOLE | 1,655,519 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 25,246 | 515,966 | SH | SOLE | 515,966 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 45,870 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 21,655 | 565,400 | SH | SOLE | 565,400 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 13,150 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 2,016 | 26,358 | SH | SOLE | 26,358 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 45,028 | 586,000 | SH | SOLE | 586,000 | 0 | 0 | ||