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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102783,5414,536,745SH SOLE 4,536,74500
ALTICE USA INCCL A02156K10331,4071,150,000SH SOLE 1,150,00000
AMAZON COM INCCOM0231351061,478,2681,537,700SH SOLE 1,537,70000
APOLLO GLOBAL MGMT LLCCL A SHS0376123061,024,89934,049,807SH SOLE 34,049,80700
ARMSTRONG WORLD INDS INC NEWCOM04247X10291,1961,779,431SH SOLE 1,779,43100
ATLASSIAN CORP PLCCL AG0624210417,575500,000SH SOLE 500,00000
AUTODESK INCCOM052769106137,1821,222,000SH SOLE 1,222,00000
BARCLAYS BK PLCIPATH S&P500 VIX06746L42211,919304,136SH SOLE 304,13600
CHARTER COMMUNICATIONS INC NCL A16119P108360,044990,710SH SOLE 990,71000
CLOUDERA INCCOM18914U10083150,000SH SOLE 50,00000
COMCAST CORP NEWCL A20030N101278,9807,250,000SH SOLE 7,250,00000
DESPEGAR COM CORPORD SHSG27358103966,53430,204,172SH SOLE 30,204,17200
DOMINOS PIZZA INCCOM25754A201462,2242,328,000SH SOLE 2,328,00000
EHI CAR SVCS LTDSPON ADS CL A26853A10081,6828,334,863SH SOLE 8,334,86300
ETSY INCCOM29786A106128,3517,603,723SH SOLE 7,603,72300
FACEBOOK INCCL A30303M102308,7621,807,000SH SOLE 1,807,00000
FARMLAND PARTNERS INCCOM31154R10940244,502SH SOLE 44,50200
FIAT CHRYSLER AUTOMOBILES NSHSN31738102444,52624,820,000SH SOLE 24,820,00000
FIREEYE INCCOM31816Q1013,354200,000SH SOLE 200,00000
FITBIT INCCL A33812L1023,480500,000SH SOLE 500,00000
FLEETCOR TECHNOLOGIES INCCOM339041105432,5082,794,524SH SOLE 2,794,52400
JD COM INCSPON ADR CL A47215P1061,875,62049,100,000SH SOLE 49,100,00000
JUMEI INTL HLDG LTDSPONSORED ADR48138L1077,1892,479,085SH SOLE 2,479,08500
LENDINGCLUB CORPCOM52603A1091,675275,000SH SOLE 275,00000
MASTERCARD INCORPORATEDCL A57636Q104148,7321,053,341SH SOLE 1,053,34100
MICROSOFT CORPCOM594918104781,21410,487,500SH SOLE 10,487,50000
NETFLIX INCCOM64110L106553,7973,053,747SH SOLE 3,053,74700
NETSHOES CAYMAN LTDCOMG6455X107116,5878,865,903SH SOLE 8,865,90300
NEW ORIENTAL ED & TECH GRP ISPON ADR647581107198,7282,251,615SH SOLE 2,251,61500
OKTA INCCL A6792951051,69360,000SH SOLE 60,00000
PENNEY J C INCCOM7081601063,239850,000SH SOLE 850,00000
PRICELINE GRP INCCOM NEW741503403109,30059,700SHCallSOLE 59,70000
PRICELINE GRP INCCOM NEW7415034031,905,8951,041,006SH SOLE 1,041,00600
PURE STORAGE INCCL A74624M10215,9901,000,000SH SOLE 1,000,00000
REDFIN CORPCOM75737F108192,9447,690,091SH SOLE 7,690,09100
RESTAURANT BRANDS INTL INCCOM76131D103159,7002,500,000SH SOLE 2,500,00000
ROKU INCCOM CL A77543R10239,8101,500,000SH SOLE 1,500,00000
RYB ED INCADR74979W10199835,000SH SOLE 35,00000
SERVICENOW INCCOM81762P10262,444531,301SH SOLE 531,30100
SHOPIFY INCCL A82509L1078,15470,000SH SOLE 70,00000
SINA CORPORDG8147710460,662529,107SH SOLE 529,10700
TAL ED GROUPSPONSORED ADS874080104332,1939,854,436SH SOLE 9,854,43600
TELADOC INCCOM87918A10559,4311,792,799SH SOLE 1,792,79900
TRANSDIGM GROUP INCCOM893641100833,4193,260,000SH SOLE 3,260,00000
VISA INCCOM CL A92826C839120,1841,142,000SH SOLE 1,142,00000
WEIBO CORPSPONSORED ADR94859610190,035910,000SH SOLE 910,00000
ZTO EXPRESS CAYMAN INCSPONSORED ADR98980A10513,961994,400SH SOLE 994,40000