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 | 25,624 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,908 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 49,920 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 9,870 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 703 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,153 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 2,819 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 32,027 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 59,675 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 49,591 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 34,940 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 18,578 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 24,178 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 23,964 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 19,921 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 43,447 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 43,204 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 57,294 | 2,575,000 | SH | SOLE | 2,575,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 78,300 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| YANDEX NV | NOTE 1.125%12/1 | 98474TAB3 | 11,644 | 13,500,000 | PRN | SOLE | 13,500,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 17,948 | 417,100 | SH | SOLE | 417,100 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 47,582 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 50,743 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||