58 COM INC SPON ADR REP A 31680Q104 42874 650000 SH SOLE 650000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12191 150000 SH SOLE 150000 0 0 ALPHABET INC CAP STK CL C 02079K107 9094 11983 SH SOLE 11983 0 0 AMAZON COM INC COM 023135106 40553 60000 SH SOLE 60000 0 0 APPFOLIO INC COM CL A 03783C100 7578 519036 SH SOLE 519036 0 0 FACEBOOK INC CL A 30303M102 20932 200000 SH SOLE 200000 0 0 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 23129 850000 SH SOLE 850000 0 0 JD COM INC SPON ADR CL A 47215P106 60945 1888888 SH SOLE 1888888 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8154 150000 SH SOLE 150000 0 0 LINKEDIN CORP COM CL A 53578A108 39389 175000 SH SOLE 175000 0 0 NIMBLE STORAGE INC COM 65440R101 4600 500000 SH SOLE 500000 0 0 PALO ALTO NETWORKS INC COM 697435105 35228 200000 SH SOLE 200000 0 0 SERVICENOW INC COM 81762P102 10820 125000 SH SOLE 125000 0 0 SQUARE INC CL A 852234103 32725 2500000 SH SOLE 2500000 0 0 SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 10976 1400000 SH SOLE 1400000 0 0 SUNRUN INC COM 86771W105 9826 851888 SH SOLE 851888 0 0 TERRAFORM PWR INC CL A COM 88104R100 13209 1050000 SH SOLE 1050000 0 0 VEEVA SYS INC CL A COM 922475108 37505 1300000 SH SOLE 1300000 0 0 VERISIGN INC COM 92343E102 21840 250000 SH SOLE 250000 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 51748 3388888 SH SOLE 3388888 0 0 WORKDAY INC CL A 98138H101 83664 1050000 SH SOLE 1050000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 75782 2850000 SH SOLE 2850000 0 0 ZILLOW GROUP INC CL A 98954M101 2604 100000 SH SOLE 100000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 4696 200000 SH SOLE 200000 0 0