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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 19,194 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| 51JOB INC | SP ADR REP COM | 316827104 | 36,318 | 1,125,623 | SH | SOLE | 1,125,623 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 129,556 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 556,869 | 6,689,926 | SH | SOLE | 6,689,926 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 384,078 | 8,735,000 | SH | SOLE | 8,735,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 286,238 | 4,850,254 | SH | SOLE | 4,850,254 | 0 | 0 | ||
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 301,360 | 5,922,953 | SH | SOLE | 5,922,953 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 230,292 | 1,192,541 | SH | SOLE | 1,192,541 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 243,820 | 5,108,326 | SH | SOLE | 5,108,326 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 19,345 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 7,850 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 497,025 | 3,293,300 | SH | SOLE | 3,293,300 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 75,920 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 308,013 | 14,207,250 | SH | SOLE | 14,207,250 | 0 | 0 | ||
| HORTONWORKS INC | COM | 440894103 | 6,208 | 260,400 | SH | SOLE | 260,400 | 0 | 0 | ||
| IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 709 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 22,763 | 141,823 | SH | SOLE | 141,823 | 0 | 0 | ||
| INTREXON CORP | COM | 46122T102 | 13,611 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 614,669 | 20,921,329 | SH | SOLE | 20,921,329 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 119,408 | 3,576,165 | SH | SOLE | 3,576,165 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 5,404 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 155,760 | 2,751,951 | SH | SOLE | 2,751,951 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 462,652 | 9,288,326 | SH | SOLE | 9,288,326 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 222,233 | 5,290,000 | SH | SOLE | 5,290,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 41,820 | 1,904,391 | SH | SOLE | 1,904,391 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 68,942 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 614,327 | 7,111,093 | SH | SOLE | 7,111,093 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 23,108 | 2,180,000 | SH | SOLE | 2,180,000 | 0 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 10,305 | 291,097 | SH | SOLE | 291,097 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 64,952 | 155,877 | SH | SOLE | 155,877 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 868 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 5,578 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ON DECK CAP INC | COM | 682163100 | 145,837 | 6,850,000 | SH | SOLE | 6,850,000 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 45,180 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 482,909 | 414,817 | SH | SOLE | 414,817 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 6,188 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 90,072 | 2,345,012 | SH | SOLE | 2,345,012 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 316,754 | 3,193,410 | SH | SOLE | 3,193,410 | 0 | 0 | ||
| SANDERSON FARMS INC | COM | 800013104 | 73,676 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 156,110 | 1,687,316 | SH | SOLE | 1,687,316 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 561,807 | 2,568,615 | SH | SOLE | 2,568,615 | 0 | 0 | ||
| TRINET GROUP INC | COM | 896288107 | 81,684 | 2,318,590 | SH | SOLE | 2,318,590 | 0 | 0 | ||
| TRULIA INC | NOTE 2.750%12/1 | 897888AB9 | 2,868 | 2,000,000 | PRN | SOLE | 2,000,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 568,689 | 16,805,219 | SH | SOLE | 16,805,219 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 25,040 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 63,087 | 5,129,000 | SH | SOLE | 5,129,000 | 0 | 0 | ||
| VASCO DATA SEC INTL INC | COM | 92230Y104 | 40,926 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 1,915 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 469,572 | 15,950,149 | SH | SOLE | 15,950,149 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 54,819 | 838,089 | SH | SOLE | 838,089 | 0 | 0 | ||
| YODLEE INC | COM | 98600P201 | 4,711 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZHAOPIN LTD | SPONSORED ADR | 98954L103 | 20,081 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 359,344 | 3,582,691 | SH | SOLE | 3,582,691 | 0 | 0 | ||
| ZIOPHARM ONCOLOGY INC | COM | 98973P101 | 2,154 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||