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 | 34,382 | 2,085,007 | SH | SOLE | 2,085,007 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 31,264 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 19,274 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 8,396 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 59,154 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 56,932 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 41,606 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 41,925 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ISOFTSTONE HLDGS LTD | SPONSORED ADS | 46489B108 | 1,334 | 271,218 | SH | SOLE | 271,218 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,469 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,964 | 110,677 | SH | SOLE | 110,677 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 30,156 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 27,867 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 3,490 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 11,535 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 22,962 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 8,765 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 7,124 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 17,081 | 1,178,000 | SH | SOLE | 1,178,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COM | 88632Q103 | 19,193 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 65,648 | 1,290,000 | SH | SOLE | 1,290,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 17,040 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 54,630 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||