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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 1,634,767 | 3,193,590 | SH | SOLE | 3,193,590 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,444 | 58,403 | SH | SOLE | 58,403 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 200,413 | 1,885,000 | SH | SOLE | 1,885,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 24,476 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 284,150 | 8,735,000 | SH | SOLE | 8,735,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 55,393 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 3,863 | 333,333 | SH | SOLE | 333,333 | 0 | 0 | ||
| EROS INTL PLC | SHS NEW | G3788M114 | 32,628 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 136,900 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 6,364 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 18,845 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 628,923 | 4,570,000 | SH | SOLE | 4,570,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 72,118 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| HORTONWORKS INC | COM | 440894103 | 5,700 | 260,400 | SH | SOLE | 260,400 | 0 | 0 | ||
| IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 1,010 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 20,560 | 141,823 | SH | SOLE | 141,823 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 1,499,205 | 57,528,990 | SH | SOLE | 57,528,990 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 59,719 | 3,125,000 | SH | SOLE | 3,125,000 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 3,638 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 222,272 | 2,466,401 | SH | SOLE | 2,466,401 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,858,398 | 17,997,273 | SH | SOLE | 17,997,273 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 953 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ON DECK CAP INC | COM | 682163100 | 67,815 | 6,850,000 | SH | SOLE | 6,850,000 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 41,560 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 297,977 | 3,193,410 | SH | SOLE | 3,193,410 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 2,464 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 60,348 | 1,090,300 | SH | SOLE | 1,090,300 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 187,252 | 2,347,103 | SH | SOLE | 2,347,103 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 104,035 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 259,200 | 1,220,282 | SH | SOLE | 1,220,282 | 0 | 0 | ||
| VASCO DATA SEC INTL INC | COM | 92230Y104 | 26,410 | 1,549,900 | SH | SOLE | 1,549,900 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 1,756 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 292,953 | 17,437,672 | SH | SOLE | 17,437,672 | 0 | 0 | ||
| YODLEE INC | COM | 98600P201 | 5,646 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||