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 | 35,280 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 9,866 | 257,340 | SH | SOLE | 257,340 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 39,879 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 20,753 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| BARRACUDA NETWORKS INC | COM | 068323104 | 794 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 59,478 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 55,010 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,325 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 1,090 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 53,234 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 42,364 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 34,800 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 15,750 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 9,083 | 200,500 | SH | SOLE | 200,500 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 34,482 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 9,310 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 29,508 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 7,959 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 6,893 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 26,338 | 1,197,720 | SH | SOLE | 1,197,720 | 0 | 0 | ||
| TEXTURA CORP | COM | 883211104 | 11,228 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 19,393 | 304,674 | SH | SOLE | 304,674 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 1,124 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 65,758 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 12,552 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 49,623 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 13,465 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||