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 |
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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 |
ADOBE SYS INC | COM | 00724F101 | 5,988 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,184 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
AMC NETWORKS INC | CL A | 00164V103 | 8,854 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
APOLLO ED GROUP INC | CL A | 037604105 | 8,879 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 3,031 | 74,999 | SH | SOLE | 74,999 | 0 | 0 | ||
BLOOMIN BRANDS INC | COM | 094235108 | 3,917 | 163,146 | SH | SOLE | 163,146 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 6,975 | 150,512 | SH | SOLE | 150,512 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 16,572 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
CENTURYLINK INC | COM | 156700106 | 18,314 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 13,676 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 550,356 | 10,590,900 | SH | Call | SOLE | 10,590,900 | 0 | 0 | |
COMCAST CORP NEW | CL A SPL | 20030N200 | 249 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
COPART INC | COM | 217204106 | 11,362 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
CRITEO S A | SPONS ADS | 226718104 | 3,798 | 111,055 | SH | SOLE | 111,055 | 0 | 0 | ||
CROWN CASTLE INTL CORP | COM | 228227104 | 1,836 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,420 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 67,227 | 3,749,400 | SH | Put | SOLE | 3,749,400 | 0 | 0 | |
DARDEN RESTAURANTS INC | COM | 237194105 | 7,612 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,516 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
DEMANDWARE INC | COM | 24802Y105 | 4,265 | 66,516 | SH | SOLE | 66,516 | 0 | 0 | ||
DINEEQUITY INC | COM | 254423106 | 3,355 | 40,155 | SH | SOLE | 40,155 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 14,712 | 175,433 | SH | SOLE | 175,433 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 17,376 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
EARTHLINK HOLDINGS CORP | COM | 27033X101 | 14,458 | 2,852,300 | SH | SOLE | 2,852,300 | 0 | 0 | ||
EARTHLINK HOLDINGS CORP | COM | 27033X101 | 15,378 | 3,033,800 | SH | Call | SOLE | 3,033,800 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 3,670 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 1,393 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 6,558 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 8,966 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 6,471 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 10,124 | 353,750 | SH | SOLE | 353,750 | 0 | 0 | ||
HSN INC | COM | 404303109 | 9,345 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 5,243 | 232,626 | SH | SOLE | 232,626 | 0 | 0 | ||
INTERPUBLIC GROUP COS INC | COM | 460690100 | 19,116 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512815101 | 19,855 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 9,464 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 4,644 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
LIFELOCK INC | COM | 53224V100 | 6,989 | 425,882 | SH | SOLE | 425,882 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 1,735 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 12,822 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 16,977 | 217,100 | SH | SOLE | 217,100 | 0 | 0 | ||
MELCO CROWN ENTMT LTD | ADR | 585464100 | 1,961 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,055 | 385,010 | SH | SOLE | 385,010 | 0 | 0 | ||
MONSTER WORLDWIDE INC | COM | 611742107 | 11,443 | 1,604,976 | SH | SOLE | 1,604,976 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 93,525 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
MULTIMEDIA GAMES HLDG CO INC | COM | 625453105 | 14,155 | 451,374 | SH | SOLE | 451,374 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 2,945 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 3,981 | 250,854 | SH | SOLE | 250,854 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 9,643 | 362,500 | SH | SOLE | 362,500 | 0 | 0 | ||
PANERA BREAD CO | CL A | 69840W108 | 5,301 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PINNACLE ENTMT INC | COM | 723456109 | 4,418 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
QLIK TECHNOLOGIES INC | COM | 74733T105 | 91,258 | 3,426,900 | SH | Call | SOLE | 3,426,900 | 0 | 0 | |
ROVI CORP | COM | 779376102 | 6,429 | 326,500 | SH | SOLE | 326,500 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 9,166 | 193,300 | SH | SOLE | 193,300 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 13,798 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SAPIENT CORP | COM | 803062108 | 3,993 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
SELECT COMFORT CORP | COM | 81616X103 | 527 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SFX ENTMT INC | COM | 784178303 | 37,311 | 3,109,268 | SH | SOLE | 3,109,268 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 4,044 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 2,271 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SPRINT CORP | COM SER 1 | 85207U105 | 7,256 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 9,216 | 116,001 | SH | SOLE | 116,001 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 1,034 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 9,485 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
TIVO INC | COM | 888706108 | 2,431 | 185,300 | SH | SOLE | 185,300 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 5,382 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 1,657 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TW TELECOM INC | COM | 87311L104 | 6,094 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 19,095 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 4,914 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WINDSTREAM HLDGS INC | COM | 97382A101 | 2,394 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 14,088 | 849,728 | SH | SOLE | 849,728 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 6,041 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 3,448 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 68,902 | 1,703,800 | SH | Call | SOLE | 1,703,800 | 0 | 0 | |
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 3,030 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |