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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 30,731 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,416 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,244 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 21,067 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Arista Networks Inc | COM | 040413106 | 8,599 | 97,350 | SH | SOLE | 97,350 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 2,581 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 11,666 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 44,292 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 11,856 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 18,535 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 16,455 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 40,656 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 49,870 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 39,399 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 1,114 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| OPOWER INC | COM | 68375Y109 | 9,430 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 58,860 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 12,080 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 42,322 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 19,979 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 34,940 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 4,571 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 23,514 | 834,717 | SH | SOLE | 834,717 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 41,340 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 42,527 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 43,313 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 79,569 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||