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 | 27,175 | 160,687 | SH | SOLE | 160,687 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 44,885 | 387,542 | SH | SOLE | 387,542 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 11,275 | 68,581 | SH | SOLE | 68,581 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 11,820 | 322,246 | SH | SOLE | 322,246 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 12,650 | 316,258 | SH | SOLE | 316,258 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 33,729 | 323,629 | SH | SOLE | 323,629 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 28,720 | 495,773 | SH | SOLE | 495,773 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 8,027 | 270,358 | SH | SOLE | 270,358 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 20,269 | 178,927 | SH | SOLE | 178,927 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 28,415 | 35,857 | SH | SOLE | 35,857 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 3,938 | 71,258 | SH | SOLE | 71,258 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 4,052 | 215,086 | SH | SOLE | 215,086 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,786 | 94,167 | SH | SOLE | 94,167 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,020 | 32,475 | SH | SOLE | 32,475 | 0 | 0 | ||
| LIBERTY INTRACTIVE CORP | QVC GP COM SER A | 53071M104 | 4,032 | 201,800 | SH | SOLE | 201,800 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 13,350 | 162,722 | SH | SOLE | 162,722 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 6,842 | 133,130 | SH | SOLE | 133,130 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 2,939 | 250,163 | SH | SOLE | 250,163 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 21,084 | 218,416 | SH | SOLE | 218,416 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 6,664 | 100,640 | SH | SOLE | 100,640 | 0 | 0 | ||