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 | 618,715 | 1,042,240 | SH | SOLE | 1,042,240 | 0 | 0 | ||
| AMERICAN FARMLAND CO | COM | 02589Y100 | 377 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 616,584 | 5,657,250 | SH | SOLE | 5,657,250 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 12,575 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CAL MAINE FOODS INC | COM NEW | 128030202 | 3,654 | 70,394 | SH | SOLE | 70,394 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 396,961 | 1,960,980 | SH | SOLE | 1,960,980 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 104,102 | 8,334,863 | SH | SOLE | 8,334,863 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 96,495 | 11,091,426 | SH | SOLE | 11,091,426 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 3,598 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 7,575 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 537,676 | 3,614,626 | SH | SOLE | 3,614,626 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 55,528 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| INTREXON CORP | COM | 46122T102 | 70,939 | 2,093,199 | SH | SOLE | 2,093,199 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 1,166,134 | 44,005,044 | SH | SOLE | 44,005,044 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 2,283 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 181,324 | 1,918,771 | SH | SOLE | 1,918,771 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,839,861 | 17,997,273 | SH | SOLE | 17,997,273 | 0 | 0 | ||
| ON DECK CAP INC | COM | 682163100 | 53,751 | 6,900,000 | SH | SOLE | 6,900,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 710,085 | 550,898 | SH | SOLE | 550,898 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 71,771 | 5,242,615 | SH | SOLE | 5,242,615 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 95,522 | 2,460,000 | SH | SOLE | 2,460,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 1,975 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 100,106 | 6,551,465 | SH | SOLE | 6,551,465 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 77,429 | 1,688,000 | SH | SOLE | 1,688,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 85,201 | 1,715,000 | SH | SOLE | 1,715,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 23,652 | 996,708 | SH | SOLE | 996,708 | 0 | 0 | ||