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 | 9,297 | 195,069 | SH | SOLE | 195,069 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 568,468 | 5,373,553 | SH | SOLE | 5,373,553 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 220,655 | 283,877 | SH | SOLE | 283,877 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,124,129 | 1,342,548 | SH | SOLE | 1,342,548 | 0 | 0 | ||
| AMERICAN FARMLAND CO | COM | 02589Y100 | 473 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 407,637 | 3,605,810 | SH | SOLE | 3,605,810 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 35,914 | 869,159 | SH | SOLE | 869,159 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 14,985 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 895,975 | 3,318,793 | SH | SOLE | 3,318,793 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 174,808 | 2,635,039 | SH | SOLE | 2,635,039 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 85,432 | 8,334,863 | SH | SOLE | 8,334,863 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 147,309 | 10,315,737 | SH | SOLE | 10,315,737 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 2,946 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 7,420 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 417,829 | 2,405,049 | SH | SOLE | 2,405,049 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 873,070 | 33,463,775 | SH | SOLE | 33,463,775 | 0 | 0 | ||
| JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 3,123 | 533,834 | SH | SOLE | 533,834 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 1,700 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 193,815 | 1,904,444 | SH | SOLE | 1,904,444 | 0 | 0 | ||
| ON DECK CAP INC | COM | 682163100 | 21,830 | 3,829,872 | SH | SOLE | 3,829,872 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 110,215 | 74,900 | SH | Call | SOLE | 74,900 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 1,354,755 | 920,669 | SH | SOLE | 920,669 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 13,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 95,750 | 2,147,815 | SH | SOLE | 2,147,815 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 3,004 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 107,099 | 7,300,568 | SH | SOLE | 7,300,568 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 49,603 | 599,800 | SH | SOLE | 599,800 | 0 | 0 | ||