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 | 44,666 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 51,970 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 27,932 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 7,920 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 13,772 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 11,703 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 28,100 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 34,710 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 55,130 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 40,262 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 996 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| OPOWER INC | COM | 68375Y109 | 7,115 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 61,285 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 5,349 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 48,852 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 16,952 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 16,854 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 23,891 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 6,603 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 39,900 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 43,965 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 40,805 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 33,195 | 1,085,860 | SH | SOLE | 1,085,860 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 15,354 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 44,460 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||