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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 47,386 | 950,378 | SH | SOLE | 950,378 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 48,175 | 587,864 | SH | SOLE | 587,864 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 46,420 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
| CAVIUM INC | COM | 14964U108 | 20,835 | 290,745 | SH | SOLE | 290,745 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 47,134 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| CINCINNATI BELL INC NEW | COM NEW | 171871502 | 13,143 | 742,551 | SH | SOLE | 742,551 | 0 | 0 | ||
| COMPUTER SCIENCES CORP | COM | 205363104 | 31,788 | 460,632 | SH | SOLE | 460,632 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 44,883 | 897,843 | SH | SOLE | 897,843 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 47,086 | 958,000 | SH | SOLE | 958,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 47,602 | 749,762 | SH | SOLE | 749,762 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 49,075 | 388,956 | SH | SOLE | 388,956 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 94,601 | 665,968 | SH | SOLE | 665,968 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 32,440 | 5,908,997 | SH | SOLE | 5,908,997 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 28,875 | 845,545 | SH | SOLE | 845,545 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 88,809 | 5,819,736 | SH | SOLE | 5,819,736 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 50,156 | 237,176 | SH | SOLE | 237,176 | 0 | 0 | ||
| MOBILE TELESYSTEMS PJSC | SPONSORED ADR | 607409109 | 30,675 | 2,781,030 | SH | SOLE | 2,781,030 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 75,310 | 2,210,463 | SH | SOLE | 2,210,463 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 44,198 | 732,000 | SH | SOLE | 732,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 32,626 | 438,751 | SH | SOLE | 438,751 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 92,816 | 1,073,017 | SH | SOLE | 1,073,017 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 65,219 | 745,610 | SH | SOLE | 745,610 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 70,572 | 596,303 | SH | SOLE | 596,303 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 38,663 | 1,260,212 | SH | SOLE | 1,260,212 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 117,908 | 1,825,477 | SH | SOLE | 1,825,477 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 46,288 | 780,968 | SH | SOLE | 780,968 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 15,542 | 417,000 | SH | SOLE | 417,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 68,974 | 2,459,840 | SH | SOLE | 2,459,840 | 0 | 0 | ||