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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 19,352 | 129,772 | SH | SOLE | 129,772 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 38,991 | 344,898 | SH | SOLE | 344,898 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 9,368 | 273,837 | SH | SOLE | 273,837 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,457 | 224,554 | SH | SOLE | 224,554 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 15,420 | 281,490 | SH | SOLE | 281,490 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,880 | 74,491 | SH | SOLE | 74,491 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 5,041 | 33,194 | SH | SOLE | 33,194 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 23,682 | 202,894 | SH | SOLE | 202,894 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 20,235 | 25,166 | SH | SOLE | 25,166 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 9,117 | 227,005 | SH | SOLE | 227,005 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 11,878 | 275,215 | SH | SOLE | 275,215 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 15,091 | 224,137 | SH | SOLE | 224,137 | 0 | 0 | ||
| MATTEL INC | COM | 577081102 | 10,219 | 337,473 | SH | SOLE | 337,473 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 5,970 | 103,445 | SH | SOLE | 103,445 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 3,811 | 265,959 | SH | SOLE | 265,959 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 5,808 | 3,947 | SH | SOLE | 3,947 | 0 | 0 | ||
| PANERA BREAD CO | CL A | 69840W108 | 3,828 | 19,658 | SH | SOLE | 19,658 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 7,701 | 384,878 | SH | SOLE | 384,878 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 5,722 | 130,546 | SH | SOLE | 130,546 | 0 | 0 | ||
| TAKE TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,878 | 330,027 | SH | SOLE | 330,027 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 7,512 | 100,634 | SH | SOLE | 100,634 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 7,773 | 261,643 | SH | SOLE | 261,643 | 0 | 0 | ||