The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 2,158,516 | 3,193,590 | SH | SOLE | 3,193,590 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,323 | 16,284 | SH | SOLE | 16,284 | 0 | 0 | ||
AMERICAN FARMLAND CO | COM | 02589Y100 | 422 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 235,625 | 1,885,000 | SH | SOLE | 1,885,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,115,756 | 10,600,000 | SH | SOLE | 10,600,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 31,136 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 15,040 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 174,600 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
CAL MAINE FOODS INC | COM NEW | 128030202 | 3,262 | 70,394 | SH | SOLE | 70,394 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 127,983 | 698,980 | SH | SOLE | 698,980 | 0 | 0 | ||
EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 59,192 | 4,701,530 | SH | SOLE | 4,701,530 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 71,036 | 8,600,000 | SH | SOLE | 8,600,000 | 0 | 0 | ||
FIREEYE INC | COM | 31816Q101 | 4,148 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 14,795 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 653,190 | 4,570,000 | SH | SOLE | 4,570,000 | 0 | 0 | ||
GAMESTOP CORP NEW | CL A | 36467W109 | 49,070 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 1,339 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INTREXON CORP | COM | 46122T102 | 50,501 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 1,923,494 | 59,615,495 | SH | SOLE | 59,615,495 | 0 | 0 | ||
LENDINGCLUB CORP | COM | 52603A109 | 3,039 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 230,393 | 2,366,401 | SH | SOLE | 2,366,401 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 22,747 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 2,058,528 | 17,997,273 | SH | SOLE | 17,997,273 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 911 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ON DECK CAP INC | COM | 682163100 | 71,070 | 6,900,000 | SH | SOLE | 6,900,000 | 0 | 0 | ||
PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 44,180 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 966,908 | 758,389 | SH | SOLE | 758,389 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 81,628 | 5,242,615 | SH | SOLE | 5,242,615 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 36,918 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 239,186 | 6,402,200 | SH | SOLE | 6,402,200 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 253,716 | 3,193,410 | SH | SOLE | 3,193,410 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 1,806 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 122,931 | 2,090,300 | SH | SOLE | 2,090,300 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 90,948 | 6,947,877 | SH | SOLE | 6,947,877 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 221,144 | 2,347,103 | SH | SOLE | 2,347,103 | 0 | 0 | ||
TAL ED GROUP | ADS REPSTG COM | 874080104 | 79,696 | 1,715,000 | SH | SOLE | 1,715,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 169,518 | 913,400 | SH | SOLE | 913,400 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 278,773 | 1,220,282 | SH | SOLE | 1,220,282 | 0 | 0 | ||
VASCO DATA SEC INTL INC | COM | 92230Y104 | 17,565 | 1,049,900 | SH | SOLE | 1,049,900 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,164 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 755,865 | 49,500,000 | SH | SOLE | 49,500,000 | 0 | 0 |