58 COM INC SPON ADR REP A 31680Q104 25624 400000 SH SOLE 400000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32908 400000 SH SOLE 400000 0 0 AMAZON COM INC COM 023135106 49920 115000 SH SOLE 115000 0 0 APPFOLIO INC COM CL A 03783C100 9870 700000 SH SOLE 700000 0 0 ETSY INC COM 29786A106 703 50000 SH SOLE 50000 0 0 FACEBOOK INC CL A 30303M102 17153 200000 SH SOLE 200000 0 0 GODADDY INC CL A 380237107 2819 100000 SH SOLE 100000 0 0 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 32027 825000 SH SOLE 825000 0 0 JD COM INC SPON ADR CL A 47215P106 59675 1750000 SH SOLE 1750000 0 0 LINKEDIN CORP COM CL A 53578A108 49591 240000 SH SOLE 240000 0 0 PALO ALTO NETWORKS INC COM 697435105 34940 200000 SH SOLE 200000 0 0 SERVICENOW INC COM 81762P102 18578 250000 SH SOLE 250000 0 0 SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 24178 1400000 SH SOLE 1400000 0 0 TRIPADVISOR INC COM 896945201 23964 275000 SH SOLE 275000 0 0 TWITTER INC COM 90184L102 19921 550000 SH SOLE 550000 0 0 VEEVA SYS INC CL A COM 922475108 43447 1550000 SH SOLE 1550000 0 0 VERISIGN INC COM 92343E102 43204 700000 SH SOLE 700000 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 57294 2575000 SH SOLE 2575000 0 0 WORKDAY INC CL A 98138H101 78300 1025000 SH SOLE 1025000 0 0 YANDEX NV NOTE 1.125%12/1 98474TAB3 11644 13500000 PRN SOLE 13500000 0 0 YELP INC CL A 985817105 17948 417100 SH SOLE 417100 0 0 ZAYO GROUP HLDGS INC COM 98919V105 47582 1850000 SH SOLE 1850000 0 0 ZILLOW GROUP INC CL A 98954M101 50743 585000 SH SOLE 585000 0 0