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 |
| AMAZON COM INC | COM | 023135106 | 54,316 | 17,250 | SH | DFND | 1,2 | 17,250 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 31,428 | 120,000 | SH | DFND | 1,2 | 120,000 | 0 | 0 | |
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 81,960 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 | |
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 36,044 | 400,000 | SH | Put | DFND | 1,2 | 400,000 | 0 | 0 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 17,968 | 875,000 | SH | Call | DFND | 1,2 | 875,000 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 13,527 | 40,000 | SH | DFND | 1,2 | 40,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 11,594 | 40,000 | SH | DFND | 1,2 | 40,000 | 0 | 0 | |
| NVR INC | COM | 62944T105 | 12,249 | 3,000 | SH | DFND | 1,2 | 3,000 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 12,324 | 200,000 | SH | DFND | 1,2 | 200,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 11,878 | 25,000 | SH | DFND | 1,2 | 25,000 | 0 | 0 | |