13F-HR filing

VALIDATED

Holdings period 2018-03-31 · Filed 2018-05-15 · Accession 0001144204-18-028848

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ALIBABA GROUP HLDG LTD	SPONSORED ADS · 01609W102	LONG	89,350	$16.4 million
2	ALPHABET INC	CAP STK CL A · 02079K305	LONG	16,100	$16.7 million
3	Amazon.com	COM · 023135106	LONG	30,000	$43.4 million
4	BAIDU INC	SPON ADR REP A · 056752108	LONG	18,000	$4.0 million
5	BOOKING HOLDINGS INC	COM · 09857L108	LONG	173,402	$360.7 million
6	DELTA AIR LINES INC DEL	COM NEW · 247361702	LONG	20,000	$1.1 million
7	DROPBOX INC	CLASS A · 26210C104	LONG	200,000	$6.3 million
8	EXPEDIA GROUP INC	COM NEW · 30212P303	LONG	1,964,042	$216.8 million
9	FACEBOOK INC	CLASS A · 30303M102	LONG	200,300	$32.0 million
10	IQIYI INC	SPONSORED ADS · 46267X108	LONG	50,000	$778,000
11	MICROSOFT CORP	COM · 594918104	LONG	260,000	$23.7 million
12	MONGODB INC	CLASS A · 60937P106	LONG	100,000	$4.3 million
13	MULESOFT INC	CLASS A · 625207105	LONG	400,000	$17.6 million
14	NORWEGIAN CRUISE LINE HLDG L	SHS · G66721104	LONG	20,000	$1.1 million
15	OKTA INC	CLASS A · 679295105	LONG	200,000	$8.0 million
16	PURE STORAGE INC	CLASS A · 74624M102	LONG	4,200,000	$83.8 million
17	SALESFORCE INC	COM · 79466L302	LONG	145,000	$16.9 million
18	SPIRIT AIRLS INC	COM · 848577102	LONG	225,000	$8.5 million
19	TABLEAU SOFTWARE INC	CLASS A · 87336U105	LONG	3,351,763	$270.9 million
20	TESLA INC	PUT · 88160R101	PUT	550	$3.0 million
21	TESLA INC	NOTE 1.25% 3/0 · 88106RAC5	LONG	5,000,000	$4.9 million
22	TRIVAGO N V	SPON ADS A SHS · 89686D105	LONG	1,128,857	$7.8 million
23	TWILIO INC	CLASS A · 90138F102	LONG	350,000	$13.4 million
24	UNITED AIRLS HLDGS INC	COM · 910047109	LONG	11,686,865	$811.9 million
25	WAYFAIR INC	CLASS A · 94419L101	LONG	21,206	$1.4 million
26	YELP INC	CLASS A · 985817105	LONG	984,300	$41.1 million