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 |
|
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 | 463,972 | 5,283,823 | SH | SOLE | 5,283,823 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 147,475 | 186,100 | SH | SOLE | 186,100 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 147,032 | 190,500 | SH | SOLE | 190,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,036,267 | 1,381,929 | SH | SOLE | 1,381,929 | 0 | 0 | ||
AMERICAN FARMLAND CO | COM | 02589Y100 | 478 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 63,954 | 1,530,000 | SH | SOLE | 1,530,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 12,040 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 669,990 | 2,327,000 | SH | SOLE | 2,327,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 179,530 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 97,501 | 612,289 | SH | SOLE | 612,289 | 0 | 0 | ||
EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 75,514 | 8,334,863 | SH | SOLE | 8,334,863 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 102,948 | 8,739,254 | SH | SOLE | 8,739,254 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 42,200 | 366,800 | SH | SOLE | 366,800 | 0 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 480,990 | 52,740,079 | SH | SOLE | 52,740,079 | 0 | 0 | ||
FIREEYE INC | COM | 31816Q101 | 2,380 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 3,660 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 413,373 | 2,920,953 | SH | SOLE | 2,920,953 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 1,164,893 | 45,789,821 | SH | SOLE | 45,789,821 | 0 | 0 | ||
JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 12,420 | 2,479,085 | SH | SOLE | 2,479,085 | 0 | 0 | ||
LENDINGCLUB CORP | COM | 52603A109 | 1,444 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 108,757 | 1,053,341 | SH | SOLE | 1,053,341 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 85,150 | 545,346 | SH | SOLE | 545,346 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 131,613 | 2,118,000 | SH | SOLE | 2,118,000 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 41,335 | 191,954 | SH | SOLE | 191,954 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 66,224 | 1,573,022 | SH | SOLE | 1,573,022 | 0 | 0 | ||
ON DECK CAP INC | COM | 682163100 | 11,394 | 2,461,015 | SH | SOLE | 2,461,015 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 87,524 | 59,700 | SH | Call | SOLE | 59,700 | 0 | 0 | |
PRICELINE GRP INC | COM NEW | 741503403 | 1,841,360 | 1,255,992 | SH | SOLE | 1,255,992 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 11,310 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 109,717 | 2,302,080 | SH | SOLE | 2,302,080 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 3,001 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 62,831 | 2,630,000 | SH | SOLE | 2,630,000 | 0 | 0 | ||
TAL ED GROUP | ADS REPSTG COM | 874080104 | 89,203 | 1,271,601 | SH | SOLE | 1,271,601 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 106,747 | 428,771 | SH | SOLE | 428,771 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 55,253 | 5,018,401 | SH | SOLE | 5,018,401 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 89,099 | 1,142,000 | SH | SOLE | 1,142,000 | 0 | 0 | ||
ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 12,002 | 994,400 | SH | SOLE | 994,400 | 0 | 0 |