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 |
| ALTABA INC | COM | 021346101 | 219,630 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 123,119 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 61,113 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 93,500 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 88,817 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 72,114 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 121,450 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 71,063 | 3,750,000 | SH | SOLE | 0 | 0 | 3,750,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 135,400 | 2,985,000 | SH | SOLE | 0 | 0 | 2,985,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 50,126 | 1,350,000 | SH | SOLE | 0 | 0 | 1,350,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 21,186 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 143,355 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 26,904 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 172,568 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 71,915 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 59,100 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 28,799 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| PLURALSIGHT INC | COM CL A | 72941B106 | 2,445 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 82568P304 | 63,021 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 80,663 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 97,750 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 72,646 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 48,640 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 46,317 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||