The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADIENT PLC | ORD SHS | G0084W101 | 7,083 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,036 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 17,475 | 16,700 | SH | SOLE | 16,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 14,034 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 12,910 | 1,234,178 | SH | SOLE | 1,234,178 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 2,250 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 22,798 | 772,300 | SH | SOLE | 772,300 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 3,225 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 11,737 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 19,940 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 1,048 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
HERBALIFE LTD | COM USD SHS | G4412G101 | 10,564 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,038 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 5,598 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 1,025 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 10,607 | 124,000 | SH | SOLE | 124,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 8,254 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 14,693 | 8,455 | SH | SOLE | 8,455 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 4,920 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 702 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 8,526 | 126,500 | SH | SOLE | 126,500 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 6,614 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 6,043 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 2,544 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 2,293 | 70,000 | SH | SOLE | 70,000 | 0 | 0 |