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 |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,368 | 223,800 | SH | SOLE | 223,800 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 25,939 | 430,660 | SH | SOLE | 430,660 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 17,025 | 136,964 | SH | SOLE | 136,964 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 12,695 | 778,822 | SH | SOLE | 778,822 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 2,910 | 51,692 | SH | SOLE | 51,692 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 8,964 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 8,590 | 47,397 | SH | SOLE | 47,397 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 17,798 | 303,723 | SH | SOLE | 303,723 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 82568P304 | 8,377 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 8,528 | 262,100 | SH | SOLE | 262,100 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 15,429 | 3,790,871 | SH | SOLE | 3,790,871 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 7,255 | 39,093 | SH | SOLE | 39,093 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 9,755 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | ||