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 | 41,738 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,428 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 21,798 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 2,931 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CARE COM INC | COM | 141633107 | 8,644 | 1,405,533 | SH | SOLE | 1,405,533 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 28,225 | 139,433 | SH | SOLE | 139,433 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CALL | 16117M905 | 12,146 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 19,408 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 77,018 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 17,448 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 5,130 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 45,713 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 11,575 | 98,218 | SH | SOLE | 98,218 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 17,890 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 28,550 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 27,713 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 24,201 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,289 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 12,236 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 53,599 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 20,642 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 13,059 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 9,471 | 153,775 | SH | SOLE | 153,775 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 21,349 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | ||