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
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86,355 500,000 SH   SOLE   500,000 0 0
ALPHABET INC CAP STK CL C 02079K107 234,982 245,000 SH   SOLE   245,000 0 0
ALTABA INC COM 021346101 132,480 2,000,000 SH   SOLE   2,000,000 0 0
AUTODESK INC COM 052769106 188,036 1,675,000 SH   SOLE   1,675,000 0 0
BANK AMER CORP COM 060505104 202,720 8,000,000 SH   SOLE   8,000,000 0 0
BANK AMER CORP COM 060505104 50,680 2,000,000 SH Call SOLE   2,000,000 0 0
CARTER INC COM 146229109 158,000 1,600,000 SH   SOLE   1,600,000 0 0
FACEBOOK INC CL A 30303M102 123,881 725,000 SH   SOLE   725,000 0 0
FERRARI N V COM N3167Y103 129,814 1,175,000 SH   SOLE   1,175,000 0 0
GRAY TELEVISION INC COM 389375106 51,810 3,300,000 SH   SOLE   3,300,000 0 0
MSCI INC COM 55354G100 22,211 190,000 SH   SOLE   190,000 0 0
NETFLIX INC COM 64110L106 145,080 800,000 SH   SOLE   800,000 0 0
NEW YORK TIMES CO CL A 650111107 156,800 8,000,000 SH   SOLE   8,000,000 0 0
PRICELINE GRP INC COM NEW 741503403 109,849 60,000 SH   SOLE   60,000 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 36,925 3,500,000 SH   SOLE   3,500,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 427,460 5,500,000 SH   SOLE   5,500,000 0 0
TRANSDIGM GROUP INC COM 893641100 115,043 450,000 SH   SOLE   450,000 0 0