The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 512,758 4,755,245 SH   SOLE   4,755,245 0 0
ALPHABET INC CAP STK CL A 02079K305 74,903 88,350 SH   SOLE   88,350 0 0
ALPHABET INC CAP STK CL C 02079K107 101,787 122,700 SH   SOLE   122,700 0 0
AMAZON COM INC COM 023135106 1,199,489 1,353,000 SH   SOLE   1,353,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 73,532 605,000 SH   SOLE   605,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 567,505 23,334,899 SH   SOLE   23,334,899 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 75,752 1,645,000 SH   SOLE   1,645,000 0 0
ATLASSIAN CORP PLC CL A G06242104 14,975 500,000 SH   SOLE   500,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 19,209 1,216,545 SH   SOLE   1,216,545 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 512,668 1,566,260 SH   SOLE   1,566,260 0 0
COMCAST CORP NEW CL A 20030N101 195,468 5,200,000 SH   SOLE   5,200,000 0 0
DOMINOS PIZZA INC COM 25754A201 534,567 2,900,524 SH   SOLE   2,900,524 0 0
E L F BEAUTY INC COM 26856L103 12,240 425,000 SH   SOLE   425,000 0 0
EHI CAR SVCS LTD SPON ADS CL A 26853A100 84,265 8,334,863 SH   SOLE   8,334,863 0 0
ETSY INC COM 29786A106 90,479 8,511,703 SH   SOLE   8,511,703 0 0
FACEBOOK INC CL A 30303M102 100,173 705,196 SH   SOLE   705,196 0 0
FARMLAND PARTNERS INC COM 31154R109 497 44,502 SH   SOLE   44,502 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 379,241 34,697,210 SH   SOLE   34,697,210 0 0
FIREEYE INC COM 31816Q101 2,522 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 2,960 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 211,960 1,399,725 SH   SOLE   1,399,725 0 0
JD COM INC SPON ADR CL A 47215P106 1,436,908 46,187,974 SH   SOLE   46,187,974 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 9,148 2,479,085 SH   SOLE   2,479,085 0 0
LENDINGCLUB CORP COM 52603A109 1,510 275,000 SH   SOLE   275,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 118,469 1,053,341 SH   SOLE   1,053,341 0 0
MERCADOLIBRE INC COM 58733R102 59,311 280,470 SH   SOLE   280,470 0 0
MICROSOFT CORP COM 594918104 139,491 2,118,000 SH   SOLE   2,118,000 0 0
NETEASE INC SPONSORED ADR 64110W102 78,930 277,923 SH   SOLE   277,923 0 0
NETFLIX INC COM 64110L106 63,410 429,000 SH   SOLE   429,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 146,804 2,431,331 SH   SOLE   2,431,331 0 0
ON DECK CAP INC COM 682163100 10,536 2,090,527 SH   SOLE   2,090,527 0 0
PRICELINE GRP INC COM NEW 741503403 106,264 59,700 SH Call SOLE   59,700 0 0
PRICELINE GRP INC COM NEW 741503403 1,885,141 1,059,086 SH   SOLE   1,059,086 0 0
PURE STORAGE INC CL A 74624M102 9,830 1,000,000 SH   SOLE   1,000,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 135,564 2,432,080 SH   SOLE   2,432,080 0 0
SHOPIFY INC CL A 82509L107 4,766 70,000 SH   SOLE   70,000 0 0
TAL ED GROUP ADS REPSTG COM 874080104 188,553 1,769,285 SH   SOLE   1,769,285 0 0
TELADOC INC COM 87918A105 122,470 4,898,792 SH   SOLE   4,898,792 0 0
TRANSDIGM GROUP INC COM 893641100 559,367 2,540,728 SH   SOLE   2,540,728 0 0
VISA INC COM CL A 92826C839 101,490 1,142,000 SH   SOLE   1,142,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 13,017 994,400 SH   SOLE   994,400 0 0