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 | 56,763 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 6,074 | 97,350 | SH | SOLE | 97,350 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 38,974 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 35,992 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 2,373 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 51,982 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 33,614 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 10,094 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 27,187 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 25,025 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 42,888 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 23,120 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 41,153 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 37,893 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 952 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 9,964 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| OPOWER INC | COM | 68375Y109 | 9,048 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 50,310 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 6,490 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 22,469 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 40,645 | 1,478,000 | SH | SOLE | 1,478,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 50,264 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 63,453 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 28,161 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 26,958 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 75,758 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||