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
BAIDU INC SPON ADR REP A 056752108 28,855 161,327 SH   SOLE   161,327 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 12,615 192,388 SH   SOLE   192,388 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,876 71,959 SH   SOLE   71,959 0 0
DISH NETWORK CORP CL A 25470M109 52,137 830,732 SH   SOLE   830,732 0 0
AMDOCS LTD SHS G02602103 31,147 483,196 SH   SOLE   483,196 0 0
EBAY INC Com 278642103 19,230 550,693 SH   SOLE   550,693 0 0
EXPEDIA INC DEL COM NEW 30212P303 28,676 192,521 SH   SOLE   192,521 0 0
FACEBOOK INC CL A 30303M102 13,642 90,356 SH   SOLE   90,356 0 0
HYATT HOTELS CORP COM CL A 448579102 23,837 424,062 SH   SOLE   424,062 0 0
LA QUINTA HLDGS INC Com 50420D108 13,439 909,853 SH   SOLE   909,853 0 0
LIVE NATION ENTERTAINMENT IN Com 538034109 18,216 522,693 SH   SOLE   522,693 0 0
PANDORA MEDIA INC Com 698354107 12,918 1,448,259 SH   SOLE   1,448,259 0 0
DAVE & BUSTERS ENTMT INC Com 238337109 7,614 114,482 SH   SOLE   114,482 0 0
ROYAL CARIBBEAN CRUISES LTD Com V7780T103 15,691 143,653 SH   SOLE   143,653 0 0
ECHOSTAR CORP CL A 278768106 4,562 75,151 SH   SOLE   75,151 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 7,951 410,706 SH   SOLE   410,706 0 0