ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55328 664685 SH SOLE 664685 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 128659 434291 SH SOLE 434291 0 0 AMAZON COM INC COM 023135106 48557 130494 SH SOLE 130494 0 0 APPLE INC COM 037833100 74526 598938 SH SOLE 598938 0 0 AT&T INC COM 00206R102 16325 500000 SH SOLE 500000 0 0 BAIDU INC SPON ADR REP A 056752108 56310 270200 SH SOLE 270200 0 0 BITAUTO HLDGS LTD SPONSORED ADS 091727107 2544 50000 SH SOLE 50000 0 0 CBS CORP NEW CL B 124857202 42268 697150 SH SOLE 697150 0 0 COSTAR GROUP INC COM 22160N109 78226 395418 SH SOLE 395418 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 36631 624895 SH SOLE 624895 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 5306 172500 SH SOLE 172500 0 0 ELECTRONIC ARTS INC COM 285512109 10204 173495 SH SOLE 173495 0 0 FACEBOOK INC CL A 30303M102 74208 902610 SH SOLE 902610 0 0 FIREEYE INC COM 31816Q101 68105 1735154 SH SOLE 1735154 0 0 FIRST SOLAR INC COM 336433107 1644 27500 SH SOLE 27500 0 0 GOOGLE INC CL A 38259P508 81403 146752 SH SOLE 146752 0 0 GOPRO INC CL A 38268T103 7675 176812 SH SOLE 176812 0 0 GRUBHUB INC COM 400110102 17831 392842 SH SOLE 392842 0 0 JD COM INC SPON ADR CL A 47215P106 213095 7253049 SH SOLE 7253049 0 0 KING DIGITAL ENTMT PLC ORD SHS G5258J109 12142 757000 SH SOLE 757000 0 0 LENDINGCLUB CORP COM 52603A109 7860 400000 SH SOLE 400000 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 90087 1750280 SH SOLE 1750280 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 77005 1997525 SH SOLE 1997525 0 0 LINKEDIN CORP COM CL A 53578A108 121137 484818 SH SOLE 484818 0 0 MADISON SQUARE GARDEN CO CL A 55826P100 238209 2814049 SH SOLE 2814049 0 0 MELCO CROWN ENTMT LTD ADR 585464100 29581 1378412 SH SOLE 1378412 0 0 MICRON TECHNOLOGY INC COM 595112103 10556 389100 SH SOLE 389100 0 0 NETEASE INC SPONSORED ADR 64110W102 19831 188333 SH SOLE 188333 0 0 NETFLIX INC COM 64110L106 118181 283619 SH SOLE 283619 0 0 NIELSEN N V COM N63218106 38190 856861 SH SOLE 856861 0 0 ON DECK CAP INC COM 682163100 7145 335610 SH SOLE 335610 0 0 OUTERWALL INC COM 690070107 8212 124200 SH SOLE 124200 0 0 PALO ALTO NETWORKS INC COM 697435105 15292 104684 SH SOLE 104684 0 0 QORVO INC COM 74736K101 13061 163879 SH SOLE 163879 0 0 RACKSPACE HOSTING INC COM 750086100 15749 305281 SH SOLE 305281 0 0 REALOGY HLDGS CORP COM 75605Y106 51443 1131110 SH SOLE 1131110 0 0 SANDISK CORP COM 80004C101 9326 146592 SH SOLE 146592 0 0 SBA COMMUNICATIONS CORP COM 78388J106 15206 129859 SH SOLE 129859 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 6504 125000 SH SOLE 125000 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 58988 1878000 SH SOLE 1878000 0 0 SIRIUS XM HLDGS INC COM 82968B103 107067 28027927 SH SOLE 28027927 0 0 SOLARCITY CORP COM 83416T100 34561 673973 SH SOLE 673973 0 0 SPLUNK INC COM 848637104 4185 70701 SH SOLE 70701 0 0 STRATASYS LTD SHS M85548101 61180 1159146 SH SOLE 1159146 0 0 SUNEDISON INC COM 86732Y109 6850 285414 SH SOLE 285414 0 0 SYNAPTICS INC COM 87157D109 3316 40785 SH SOLE 40785 0 0 TESLA MTRS INC COM 88160R101 138493 733662 SH SOLE 733662 0 0 PRICELINE GRP INC COM NEW 741503403 36554 31400 SH SOLE 31400 0 0 TIME WARNER CABLE INC COM 88732J207 373626 2492835 SH SOLE 2492835 0 0 TRIPADVISOR INC COM 896945201 3379 40633 SH SOLE 40633 0 0 TWITTER INC COM 90184L102 363702 7262421 SH SOLE 7262421 0 0 VIACOM INC NEW CL B 92553P201 23905 350000 SH SOLE 350000 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 3898 132400 SH SOLE 132400 0 0 WESTERN UN CO COM 959802109 20290 975000 SH SOLE 975000 0 0 WINDSTREAM HLDGS INC COM 97382A101 7188 971335 SH SOLE 971335 0 0 YAHOO INC COM 984332106 297985 6706079 SH SOLE 6706079 0 0 YAHOO INC COM 984332106 203512 4580000 SH Call SOLE 4580000 0 0 YY INC ADS REPCOM CLA 98426T106 1364 25000 SH SOLE 25000 0 0 ZILLOW GROUP INC CL A 98954M101 43332 432019 SH SOLE 432019 0 0 ZULILY INC CL A 989774104 604 46500 SH SOLE 46500 0 0