The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 30,583 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 16,217 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 46,838 | 91,500 | SH | SOLE | 91,500 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 11,795 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,980 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 22,117 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 64,860 | 2,488,888 | SH | SOLE | 2,488,888 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 6,554 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 45,631 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 34,400 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 17,363 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 4,308 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 14,756 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 8,834 | 851,888 | SH | SOLE | 851,888 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 3,151 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 32,774 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 49,392 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 55,253 | 3,288,888 | SH | SOLE | 3,288,888 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 70,582 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 10,830 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 46,916 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 6,750 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||