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 |
| AMAZON COM INC | COM | 023135106 | 56,240 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 46,280 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 23,034 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 17,871 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 37,382 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,037 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 11,098 | 1,290,500 | SH | SOLE | 1,290,500 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 26,250 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 7,990 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | 28,260 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 7,245 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 11,250 | 358,849 | SH | SOLE | 358,849 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 63,723 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 18,737 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 21,749 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 45,950 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 28,730 | 232,067 | SH | SOLE | 232,067 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 33,719 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 21,195 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 58,946 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 25,897 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 24,645 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 35,259 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 15,568 | 1,324,969 | SH | SOLE | 1,324,969 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 37,797 | 958,818 | SH | SOLE | 958,818 | 0 | 0 | ||