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 | 36,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 87,476 | 1,886,483 | SH | SOLE | 1,886,483 | 0 | 0 | ||
| ABIOMED INC | COM | 003654100 | 41,963 | 1,690,000 | SH | SOLE | 1,690,000 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 282,937 | 6,735,000 | SH | SOLE | 6,735,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 185,517 | 3,379,800 | SH | SOLE | 3,379,800 | 0 | 0 | ||
| BIO-REFERENCE LABS INC | COM $.01 NEW | 09057G602 | 20,203 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 512,070 | 6,565,000 | SH | SOLE | 6,565,000 | 0 | 0 | ||
| BURGER KING WORLDWIDE INC | COM | 121220107 | 220,967 | 7,450,000 | SH | SOLE | 7,450,000 | 0 | 0 | ||
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 1,488 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 85,414 | 1,596,526 | SH | SOLE | 1,596,526 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 304,745 | 2,013,248 | SH | SOLE | 2,013,248 | 0 | 0 | ||
| CHINA XD PLASTICS CO LTD | COM | 16948F107 | 957 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 227,880 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DELIA'S INC NEW | COM | 246911101 | 910 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 6,112 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 414,363 | 2,915,583 | SH | SOLE | 2,915,583 | 0 | 0 | ||
| GLU MOBILE INC | COM | 379890106 | 10,469 | 2,025,000 | SH | SOLE | 2,025,000 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 49,029 | 523,250 | SH | SOLE | 523,250 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 402,459 | 15,851,100 | SH | SOLE | 15,851,100 | 0 | 0 | ||
| IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 1,701 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INSYS THERAPEUTICS INC NEW | COM NEW | 45824V209 | 11,634 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 60,198 | 4,740,000 | SH | SOLE | 4,740,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 367,236 | 8,953,698 | SH | SOLE | 8,953,698 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 189,917 | 6,824,168 | SH | SOLE | 6,824,168 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 53,996 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 560,792 | 7,586,471 | SH | SOLE | 7,586,471 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 53,590 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 73,283 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 6,493 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 15,683 | 13,536 | SH | SOLE | 13,536 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 4,148 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 49,270 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 254,036 | 3,193,410 | SH | SOLE | 3,193,410 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 139,300 | 14,000,000 | SH | SOLE | 14,000,000 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 695,365 | 23,500,000 | SH | Put | SOLE | 23,500,000 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 104,627 | 1,440,148 | SH | SOLE | 1,440,148 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 469,800 | 2,548,688 | SH | SOLE | 2,548,688 | 0 | 0 | ||
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 30,779 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | ||
| TRULIA INC | COM | 897888103 | 70,113 | 1,433,808 | SH | SOLE | 1,433,808 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 576,251 | 16,805,219 | SH | SOLE | 16,805,219 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 25,790 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 54,521 | 5,129,000 | SH | SOLE | 5,129,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 2,113 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 324,152 | 1,715,000 | SH | SOLE | 1,715,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 60,699 | 284,479 | SH | SOLE | 284,479 | 0 | 0 | ||
| ZHAOPIN LTD | SPONSORED ADR | 98954L103 | 16,191 | 1,248,370 | SH | SOLE | 1,248,370 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 363,754 | 3,136,081 | SH | SOLE | 3,136,081 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 15,228 | 5,640,000 | SH | SOLE | 5,640,000 | 0 | 0 | ||