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 | 27,680 | 512,026 | SH | SOLE | 512,026 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,044 | 24,768 | SH | SOLE | 24,768 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 42,664 | 459,102 | SH | SOLE | 459,102 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 15,159 | 448,887 | SH | SOLE | 448,887 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 25,567 | 43,729 | SH | SOLE | 43,729 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 38,182 | 66,371 | SH | SOLE | 66,371 | 0 | 0 | ||
| ICG GROUP INC | COM | 44928D108 | 7,466 | 357,555 | SH | SOLE | 357,555 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 18,810 | 718,490 | SH | SOLE | 718,490 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 8,194 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | PUT | 459200951 | 6,496 | 184,900 | SH | Put | SOLE | 184,900 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 30,986 | 1,086,840 | SH | SOLE | 1,086,840 | 0 | 0 | ||
| JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 35,546 | 1,306,825 | SH | SOLE | 1,306,825 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 34,452 | 509,793 | SH | SOLE | 509,793 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 39,511 | 1,199,121 | SH | SOLE | 1,199,121 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 39,418 | 945,287 | SH | SOLE | 945,287 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 28,257 | 64,132 | SH | SOLE | 64,132 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 26,714 | 318,596 | SH | SOLE | 318,596 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 44,320 | 36,841 | SH | SOLE | 36,841 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 61,282 | 665,819 | SH | SOLE | 665,819 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 26,688 | 374,143 | SH | SOLE | 374,143 | 0 | 0 | ||
| TEXTURA CORP | COM | 883211104 | 21,095 | 892,334 | SH | SOLE | 892,334 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 41,033 | 377,628 | SH | SOLE | 377,628 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 26,869 | 143,116 | SH | SOLE | 143,116 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 5,937 | 299,249 | SH | SOLE | 299,249 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 30,471 | 339,096 | SH | SOLE | 339,096 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 35,633 | 1,014,331 | SH | SOLE | 1,014,331 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 8,483 | 238,012 | SH | SOLE | 238,012 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 16,181 | 211,022 | SH | SOLE | 211,022 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 24,073 | 1,385,112 | SH | SOLE | 1,385,112 | 0 | 0 | ||