The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 463,972 5,283,823 SH   SOLE   5,283,823 0 0
ALPHABET INC CAP STK CL A 02079K305 147,475 186,100 SH   SOLE   186,100 0 0
ALPHABET INC CAP STK CL C 02079K107 147,032 190,500 SH   SOLE   190,500 0 0
AMAZON COM INC COM 023135106 1,036,267 1,381,929 SH   SOLE   1,381,929 0 0
AMERICAN FARMLAND CO COM 02589Y100 478 60,000 SH   SOLE   60,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 63,954 1,530,000 SH   SOLE   1,530,000 0 0
ATLASSIAN CORP PLC CL A G06242104 12,040 500,000 SH   SOLE   500,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 669,990 2,327,000 SH   SOLE   2,327,000 0 0
COMCAST CORP NEW CL A 20030N101 179,530 2,600,000 SH   SOLE   2,600,000 0 0
DOMINOS PIZZA INC COM 25754A201 97,501 612,289 SH   SOLE   612,289 0 0
EHI CAR SVCS LTD SPON ADS CL A 26853A100 75,514 8,334,863 SH   SOLE   8,334,863 0 0
ETSY INC COM 29786A106 102,948 8,739,254 SH   SOLE   8,739,254 0 0
FACEBOOK INC CL A 30303M102 42,200 366,800 SH   SOLE   366,800 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 480,990 52,740,079 SH   SOLE   52,740,079 0 0
FIREEYE INC COM 31816Q101 2,380 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 3,660 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 413,373 2,920,953 SH   SOLE   2,920,953 0 0
JD COM INC SPON ADR CL A 47215P106 1,164,893 45,789,821 SH   SOLE   45,789,821 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 12,420 2,479,085 SH   SOLE   2,479,085 0 0
LENDINGCLUB CORP COM 52603A109 1,444 275,000 SH   SOLE   275,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 108,757 1,053,341 SH   SOLE   1,053,341 0 0
MERCADOLIBRE INC COM 58733R102 85,150 545,346 SH   SOLE   545,346 0 0
MICROSOFT CORP COM 594918104 131,613 2,118,000 SH   SOLE   2,118,000 0 0
NETEASE INC SPONSORED ADR 64110W102 41,335 191,954 SH   SOLE   191,954 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 66,224 1,573,022 SH   SOLE   1,573,022 0 0
ON DECK CAP INC COM 682163100 11,394 2,461,015 SH   SOLE   2,461,015 0 0
PRICELINE GRP INC COM NEW 741503403 87,524 59,700 SH Call SOLE   59,700 0 0
PRICELINE GRP INC COM NEW 741503403 1,841,360 1,255,992 SH   SOLE   1,255,992 0 0
PURE STORAGE INC CL A 74624M102 11,310 1,000,000 SH   SOLE   1,000,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 109,717 2,302,080 SH   SOLE   2,302,080 0 0
SHOPIFY INC CL A 82509L107 3,001 70,000 SH   SOLE   70,000 0 0
SYMANTEC CORP COM 871503108 62,831 2,630,000 SH   SOLE   2,630,000 0 0
TAL ED GROUP ADS REPSTG COM 874080104 89,203 1,271,601 SH   SOLE   1,271,601 0 0
TRANSDIGM GROUP INC COM 893641100 106,747 428,771 SH   SOLE   428,771 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 55,253 5,018,401 SH   SOLE   5,018,401 0 0
VISA INC COM CL A 92826C839 89,099 1,142,000 SH   SOLE   1,142,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 12,002 994,400 SH   SOLE   994,400 0 0