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 |
58 COM INC | SPON ADR REP A | 31680Q104 | 156,947 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,692 | 93,494 | SH | SOLE | 93,494 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 324,265 | 747,000 | SH | SOLE | 747,000 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 441,467 | 8,735,000 | SH | SOLE | 8,735,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 68,998 | 402,909 | SH | SOLE | 402,909 | 0 | 0 | ||
EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 4,820 | 333,333 | SH | SOLE | 333,333 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 140,500 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
FIREEYE INC | COM | 31816Q101 | 9,782 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 19,115 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 483,989 | 3,101,300 | SH | SOLE | 3,101,300 | 0 | 0 | ||
GAMESTOP CORP NEW | CL A | 36467W109 | 75,180 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
HORTONWORKS INC | COM | 440894103 | 6,593 | 260,400 | SH | SOLE | 260,400 | 0 | 0 | ||
IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 1,253 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
IMPAX LABORATORIES INC | COM | 45256B101 | 19,746 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 23,069 | 141,823 | SH | SOLE | 141,823 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 2,392,988 | 70,175,611 | SH | SOLE | 70,175,611 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 133,548 | 6,200,000 | SH | SOLE | 6,200,000 | 0 | 0 | ||
LENDINGCLUB CORP | COM | 52603A109 | 4,056 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 112,862 | 2,206,053 | SH | SOLE | 2,206,053 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 157,114 | 4,000,868 | SH | SOLE | 4,000,868 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 16,493 | 235,239 | SH | SOLE | 235,239 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 664,745 | 7,111,093 | SH | SOLE | 7,111,093 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,689,018 | 2,571,039 | SH | SOLE | 2,571,039 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 880 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ON DECK CAP INC | COM | 682163100 | 79,323 | 6,850,000 | SH | SOLE | 6,850,000 | 0 | 0 | ||
PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 45,940 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 838,127 | 727,939 | SH | SOLE | 727,939 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 311,773 | 3,193,410 | SH | SOLE | 3,193,410 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 2,377 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 75,907 | 1,090,300 | SH | SOLE | 1,090,300 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 270,621 | 2,347,103 | SH | SOLE | 2,347,103 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 282,073 | 1,255,501 | SH | SOLE | 1,255,501 | 0 | 0 | ||
TRINET GROUP INC | COM | 896288107 | 45,630 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 106,522 | 1,222,425 | SH | SOLE | 1,222,425 | 0 | 0 | ||
VASCO DATA SEC INTL INC | COM | 92230Y104 | 57,361 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,102 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 335,131 | 15,062,072 | SH | SOLE | 15,062,072 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 56,278 | 838,089 | SH | SOLE | 838,089 | 0 | 0 | ||
YODLEE INC | COM | 98600P201 | 5,054 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 310,763 | 3,582,691 | SH | SOLE | 3,582,691 | 0 | 0 |