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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 9,339 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 28,508 | 29,450 | SH | SOLE | 29,450 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 13,308 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 10,092 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 20,240 | 326,141 | SH | SOLE | 326,141 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 81,346 | 1,670,000 | SH | Call | SOLE | 1,670,000 | 0 | 0 | |
CSX CORP | COM | 126408103 | 34,706 | 636,100 | SH | SOLE | 636,100 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 15,238 | 102,300 | SH | SOLE | 102,300 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 32,868 | 217,700 | SH | SOLE | 217,700 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 25,386 | 385,100 | SH | SOLE | 385,100 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 27,807 | 324,700 | SH | SOLE | 324,700 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 30,527 | 351,900 | SH | SOLE | 351,900 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 20,251 | 553,000 | SH | SOLE | 553,000 | 0 | 0 | ||
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 5,478 | 163,289 | SH | SOLE | 163,289 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 25,311 | 367,200 | SH | SOLE | 367,200 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 18,821 | 267,000 | SH | SOLE | 267,000 | 0 | 0 | ||
POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 82,584 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
QUALITY CARE PPTYS INC | COM | 747545101 | 31,570 | 1,724,200 | SH | SOLE | 1,724,200 | 0 | 0 | ||
QUALITY CARE PPTYS INC | COM | 747545101 | 10,254 | 560,000 | SH | Call | SOLE | 560,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 26,015 | 300,400 | SH | SOLE | 300,400 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 20,461 | 76,100 | SH | SOLE | 76,100 | 0 | 0 |