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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 655,500 | 3,801,545 | SH | SOLE | 3,801,545 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 76,150 | 72,290 | SH | SOLE | 72,290 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 52,320 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 76,722 | 73,320 | SH | SOLE | 73,320 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,305,304 | 1,116,150 | SH | SOLE | 1,116,150 | 0 | 0 | ||
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 1,145,437 | 34,222,807 | SH | SOLE | 34,222,807 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 22,760 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 226,488 | 2,160,523 | SH | SOLE | 2,160,523 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06746L422 | 14,545 | 520,969 | SH | SOLE | 520,969 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,355 | 135,000 | SH | Put | SOLE | 135,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,332 | 134,934 | SH | SOLE | 134,934 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 826 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 201,051 | 5,020,000 | SH | SOLE | 5,020,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 13,010 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 830,011 | 30,204,172 | SH | SOLE | 30,204,172 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 392,168 | 2,075,400 | SH | SOLE | 2,075,400 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 96,434 | 8,334,863 | SH | SOLE | 8,334,863 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 85,434 | 4,177,723 | SH | SOLE | 4,177,723 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 427,594 | 2,423,177 | SH | SOLE | 2,423,177 | 0 | 0 | ||
| FARMLAND PARTNERS INC | COM | 31154R109 | 386 | 44,502 | SH | SOLE | 44,502 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 394,710 | 22,125,000 | SH | SOLE | 22,125,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 2,840 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 2,855 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 265,197 | 1,378,146 | SH | SOLE | 1,378,146 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 9,941 | 240,000 | SH | Call | SOLE | 240,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 1,689,128 | 40,780,493 | SH | SOLE | 40,780,493 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 1,136 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 23,703 | 156,600 | SH | Put | SOLE | 156,600 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 114,934 | 759,341 | SH | SOLE | 759,341 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 820,062 | 9,586,886 | SH | SOLE | 9,586,886 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 1,484 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 336,755 | 1,754,299 | SH | SOLE | 1,754,299 | 0 | 0 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 70,041 | 8,865,903 | SH | SOLE | 8,865,903 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 269,781 | 2,870,008 | SH | SOLE | 2,870,008 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,537 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 2,686 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 1,394,731 | 802,612 | SH | SOLE | 802,612 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 15,860 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| QUDIAN INC | ADR | 747798106 | 4,138 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 240,854 | 7,690,091 | SH | SOLE | 7,690,091 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 116,812 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| RISE ED CAYMAN LTD | SPONSORED ADR | 76761L102 | 7,395 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 76,161 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 107,741 | 826,300 | SH | SOLE | 826,300 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 7,070 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SINA CORP | ORD | G81477104 | 13,542 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| SOGOU INC | ADR REPSTG A | 83409V104 | 1,736 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 16,371 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TAL ED GROUP | SPONSORED ADS | 874080104 | 299,098 | 10,067,238 | SH | SOLE | 10,067,238 | 0 | 0 | ||
| TELADOC INC | COM | 87918A105 | 8,209 | 235,558 | SH | SOLE | 235,558 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 527,162 | 1,919,605 | SH | SOLE | 1,919,605 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 90,418 | 793,000 | SH | SOLE | 793,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 15,761 | 994,400 | SH | SOLE | 994,400 | 0 | 0 | ||