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 | 718 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 43,503 | 1,045,000 | SH | SOLE | 1,045,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 57,182 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 21,286 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| BARRACUDA NETWORKS INC | COM | 068323104 | 679 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 62,713 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 27,726 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,084 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 1,539 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 47,367 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 46,606 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 39,762 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 35,490 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 15,409 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 7,597 | 200,500 | SH | SOLE | 200,500 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 41,160 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 13,588 | 384,703 | SH | SOLE | 384,703 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 31,195 | 1,385,204 | SH | SOLE | 1,385,204 | 0 | 0 | ||
| TEXTURA CORP | COM | 883211104 | 26,296 | 1,043,096 | SH | SOLE | 1,043,096 | 0 | 0 | ||
| TRULIA INC | COM | 897888103 | 14,110 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 6,052 | 129,674 | SH | SOLE | 129,674 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 18,023 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 57,953 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 22,395 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 34,719 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 43,916 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||