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 |
| 21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 10,570 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 52,768 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 43,933 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CARE COM INC | COM | 141633107 | 10,064 | 1,405,533 | SH | SOLE | 1,405,533 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 31,127 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CALL | 16117M905 | 10,986 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,688 | 230,692 | SH | SOLE | 230,692 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 75,879 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| FACEBOOK INC | CALL | 30303M902 | 94,194 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
| HORTONWORKS INC | COM | 440894103 | 6,023 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 20,459 | 363,336 | SH | SOLE | 363,336 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 10,212 | 555,294 | SH | SOLE | 555,294 | 0 | 0 | ||
| ISHARES TR | MSCI UTD KNGDM | 46434V548 | 21,789 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 59,690 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 34,314 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 28,182 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| PANDORA MEDIA INC | CALL | 698354907 | 26,418 | 1,970,000 | SH | Call | SOLE | 1,970,000 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 21,674 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 39,006 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 31,521 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 41,280 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 29,208 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 20,450 | 1,339,222 | SH | SOLE | 1,339,222 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 17,492 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 17,847 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||