13F-HR filing

VALIDATED

Holdings period 2017-12-31 · Filed 2018-02-14 · Accession 0001144204-18-008859

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ALASKA AIR GROUP INC	COM · 011659109	LONG	50,000	$3.7 million
2	ALIBABA GROUP HLDG LTD	SPONSORED ADS · 01609W102	LONG	38,650	$6.7 million
3	ALPHABET INC	CAP STK CL A · 02079K305	LONG	5,100	$5.4 million
4	Amazon.com	COM · 023135106	LONG	50,780	$59.4 million
5	BAIDU INC	SPON ADR REP A · 056752108	LONG	7,800	$1.8 million
6	CARVANA CO	CLASS A · 146869102	LONG	23,800	$455,000
7	CRITEO S A	SPONS ADS · 226718104	LONG	50,000	$1.3 million
8	EXPEDIA GROUP INC	COM NEW · 30212P303	LONG	3,432,362	$411.1 million
9	MONGODB INC	CLASS A · 60937P106	LONG	100,000	$3.0 million
10	MULESOFT INC	CLASS A · 625207105	LONG	275,000	$6.4 million
11	NETFLIX INC	COM · 64110L106	LONG	195,600	$37.5 million
12	NORWEGIAN CRUISE LINE HLDG L	SHS · G66721104	LONG	20,000	$1.1 million
13	OKTA INC	CLASS A · 679295105	LONG	150,000	$3.8 million
14	PAYPAL HLDGS INC	COM · 70450Y103	LONG	200,000	$14.7 million
15	PURE STORAGE INC	CLASS A · 74624M102	LONG	4,200,000	$66.6 million
16	SALESFORCE INC	COM · 79466L302	LONG	105,000	$10.7 million
17	SPIRIT AIRLINES INC	CALL · 848577102	CALL	2,250	$1.6 million
18	SQUARE INC	CLASS A · 852234103	LONG	644,345	$22.3 million
19	TABLEAU SOFTWARE INC	CLASS A · 87336U105	LONG	3,284,663	$227.3 million
20	TESLA INC	PUT · 88160R101	PUT	1,500	$3.0 million
21	PRICELINE COM INC	COM NEW · 741503403	LONG	123,000	$213.7 million
22	TRIVAGO N V	SPON ADS A SHS · 89686D105	LONG	410,362	$2.8 million
23	TWILIO INC	CLASS A · 90138F102	LONG	350,000	$8.3 million
24	UNITED AIRLS HLDGS INC	COM · 910047109	LONG	11,136,865	$750.6 million
25	YELP INC	COM · 985817105	LONG	817,138	$34.3 million
26	YELP INC	CALL · 985817105	CALL	2,000	$2.5 million