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 | 42,516 | 926,479 | SH | SOLE | 926,479 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 222,843 | 5,623,083 | SH | SOLE | 5,623,083 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 69,432 | 873,033 | SH | SOLE | 873,033 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 111,492 | 155,798 | SH | SOLE | 155,798 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 107,343 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| ARRIS INTL INC | SHS | G0551A103 | 46,495 | 2,218,280 | SH | SOLE | 2,218,280 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 90,598 | 582,997 | SH | SOLE | 582,997 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,592 | 199,406 | SH | SOLE | 199,406 | 0 | 0 | ||
| COACH INC | COM | 189754104 | 67,156 | 1,648,394 | SH | SOLE | 1,648,394 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 23,233 | 563,902 | SH | SOLE | 563,902 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 58,082 | 1,289,000 | SH | SOLE | 1,289,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 32,829 | 348,352 | SH | SOLE | 348,352 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 22,591 | 171,952 | SH | SOLE | 171,952 | 0 | 0 | ||
| KELLOGG CO | COM | 487836108 | 187,339 | 2,294,417 | SH | SOLE | 2,294,417 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 78,432 | 454,652 | SH | SOLE | 454,652 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 110,327 | 784,297 | SH | SOLE | 784,297 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 62,779 | 801,369 | SH | SOLE | 801,369 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 30,747 | 3,486,000 | SH | SOLE | 3,486,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 92,951 | 1,473,315 | SH | SOLE | 1,473,315 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 40,527 | 748,000 | SH | SOLE | 748,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 139,919 | 3,233,622 | SH | SOLE | 3,233,622 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 57,049 | 1,375,664 | SH | SOLE | 1,375,664 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 77,868 | 2,951,767 | SH | SOLE | 2,951,767 | 0 | 0 | ||