The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
ALPHABET INC CAP STK CL A 02079K305 68,828 85,600 SH   SOLE   85,600 0 0
BAIDU INC SPON ADR REP A 056752108 38,417 211,000 SH   SOLE   211,000 0 0
CDK GLOBAL INC COM 12508E101 88,908 1,550,000 SH   SOLE   1,550,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 154,471 572,177 SH   SOLE   572,177 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 25,622 60,500 SH   SOLE   60,500 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 41,744 896,378 SH   SOLE   896,378 0 0
E L F BEAUTY INC COM 26856L103 562 20,000 SH   SOLE   20,000 0 0
ENDO INTL PLC SHS G30401106 20,150 1,000,000 SH Call SOLE   1,000,000 0 0
FACEBOOK INC CL A 30303M102 53,873 420,000 SH   SOLE   420,000 0 0
PAYPAL HLDGS INC COM 70450Y103 86,380 2,108,365 SH   SOLE   2,108,365 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 70,615 1,584,000 SH   SOLE   1,584,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 753,840 6,000,000 SH Call SOLE   6,000,000 0 0
TRANSDIGM GROUP INC COM 893641100 66,498 230,000 SH   SOLE   230,000 0 0
VISA INC COM CL A 92826C839 76,870 929,500 SH   SOLE   929,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 78,201 970,000 SH   SOLE   970,000 0 0
WILLIAMS COS INC DEL COM 969457100 86,351 2,810,000 SH   SOLE   2,810,000 0 0