The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE SYS INC COM 00724F101 15,928 106,770 SH   SOLE   106,770 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 48,746 282,240 SH   SOLE   282,240 0 0
ALPHABET INC CAP STK CL A 02079K305 109,056 111,999 SH   SOLE   111,999 0 0
AMAZON COM INC COM 023135106 7,575 7,880 SH   SOLE   7,880 0 0
APPLE INC COM 037833100 77,307 501,600 SH   SOLE   501,600 0 0
CRITEO S A SPONS ADS 226718104 22,789 549,125 SH   SOLE   549,125 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 11,829 224,285 SH   SOLE   224,285 0 0
FACEBOOK INC CL A 30303M102 124,197 726,853 SH   SOLE   726,853 0 0
NVIDIA CORP COM 67066G104 47,668 266,645 SH   SOLE   266,645 0 0
PAYPAL HLDGS INC COM 70450Y103 8,293 129,520 SH   SOLE   129,520 0 0
PRICELINE GRP INC COM NEW 741503403 50,780 27,736 SH   SOLE   27,736 0 0
QUALCOMM INC COM 747525103 7,342 141,632 SH   SOLE   141,632 0 0
TESLA INC COM 88160R101 5,313 15,577 SH   SOLE   15,577 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 18,118 2,061,150 SH   SOLE   2,061,150 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,734 167,465 SH   SOLE   167,465 0 0
ZILLOW GROUP INC CL A 98954M101 8,617 214,632 SH   SOLE   214,632 0 0