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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,204 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 20,640 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 14,788 | 8,700 | SH | SOLE | 8,700 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 2,019 | 131,275 | SH | SOLE | 131,275 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 26,141 | 927,300 | SH | SOLE | 927,300 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 15,203 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 10,816 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
CENTRAL EUROPEAN MEDIA ENTRP | CL A NEW | G20045202 | 272 | 65,583 | SH | SOLE | 65,583 | 0 | 0 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 6,638 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 7,861 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 5,157 | 143,935 | SH | SOLE | 143,935 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 5,589 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 13,221 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 32,676 | 168,158 | SH | SOLE | 168,158 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 12,151 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 15,203 | 283,006 | SH | SOLE | 283,006 | 0 | 0 | ||
HERITAGE FINL CORP WASH | COM | 42722X106 | 530 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 15,832 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 5,930 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 24,653 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 13,309 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 6,634 | 32,537 | SH | SOLE | 32,537 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 9,782 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 678 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 3,777 | 46,281 | SH | SOLE | 46,281 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 15,926 | 94,662 | SH | SOLE | 94,662 | 0 | 0 | ||
STARS GROUP INC | COM | 85570W100 | 1,634 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 4,238 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 4,066 | 32,572 | SH | SOLE | 32,572 | 0 | 0 |