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 | 24,133 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 26,381 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 16,134 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 52,483 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 31,402 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 41,818 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 2,484 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ISOFTSTONE HLDGS LTD | SPONSORED ADS | 46489B108 | 9,288 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| NIELSEN HOLDINGS N V | COM | N63218106 | 23,513 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 14,720 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 23,184 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| RIVERBED TECHNOLOGY INC | COM | 768573107 | 5,446 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 24,430 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 5,542 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 10,587 | 1,010,183 | SH | SOLE | 1,010,183 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COM | 88632Q103 | 18,836 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 55,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 8,748 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 8,011 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 45,346 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 4,666 | 110,677 | SH | SOLE | 110,677 | 0 | 0 | ||