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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 3,718 | 348,805 | SH | SOLE | 1 | 348,805 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 9,464 | 39,150 | SH | SOLE | 1 | 49,150 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 45,389 | 14,415 | SH | SOLE | 1 | 14,415 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 19,755 | 67,200 | SH | SOLE | 1 | 67,200 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 7,483 | 124,125 | SH | SOLE | 1 | 124,125 | 0 | 0 | |
| CARDLYTICS INC | COM | 14161W105 | 1,764 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 15,421 | 24,700 | SH | SOLE | 1 | 24,700 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 23,075 | 323,000 | SH | SOLE | 1 | 323,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 40,423 | 181,220 | SH | SOLE | 1 | 181,220 | 0 | 0 | |
| EQUINIX INC | COM | 29444U700 | 9,469 | 12,457 | SH | SOLE | 1 | 12,457 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 11,786 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 9,574 | 117,000 | SH | SOLE | 1 | 117,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 11,500 | 159,000 | SH | SOLE | 1 | 159,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,380 | 6,400 | SH | SOLE | 1 | 6,400 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 10,982 | 141,500 | SH | SOLE | 1 | 141,500 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,553 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 7,999 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 13,200 | 130,000 | SH | SOLE | 1 | 130,000 | 0 | 0 | |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 23,772 | 234,000 | SH | SOLE | 1 | 234,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 3,175 | 6,350 | SH | SOLE | 1 | 6,350 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122157 | 1,125 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| INVESCO QQQ TR | PUT | 46090E953 | 27,784 | 100,000 | SH | Put | SOLE | 1 | 0 | 0 | 0 |