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 | 42,874 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,191 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,094 | 11,983 | SH | SOLE | 11,983 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 40,553 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 7,578 | 519,036 | SH | SOLE | 519,036 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 20,932 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 23,129 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 60,945 | 1,888,888 | SH | SOLE | 1,888,888 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 8,154 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 39,389 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 4,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 35,228 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,820 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 32,725 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 10,976 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 9,826 | 851,888 | SH | SOLE | 851,888 | 0 | 0 | ||
| TERRAFORM PWR INC | CL A COM | 88104R100 | 13,209 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 37,505 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 21,840 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 51,748 | 3,388,888 | SH | SOLE | 3,388,888 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 83,664 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 75,782 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 2,604 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 4,696 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||