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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 783,541 | 4,536,745 | SH | SOLE | 4,536,745 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 31,407 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,478,268 | 1,537,700 | SH | SOLE | 1,537,700 | 0 | 0 | ||
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 1,024,899 | 34,049,807 | SH | SOLE | 34,049,807 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 91,196 | 1,779,431 | SH | SOLE | 1,779,431 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 17,575 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 137,182 | 1,222,000 | SH | SOLE | 1,222,000 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06746L422 | 11,919 | 304,136 | SH | SOLE | 304,136 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 360,044 | 990,710 | SH | SOLE | 990,710 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 831 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 278,980 | 7,250,000 | SH | SOLE | 7,250,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 966,534 | 30,204,172 | SH | SOLE | 30,204,172 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 462,224 | 2,328,000 | SH | SOLE | 2,328,000 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 81,682 | 8,334,863 | SH | SOLE | 8,334,863 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 128,351 | 7,603,723 | SH | SOLE | 7,603,723 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 308,762 | 1,807,000 | SH | SOLE | 1,807,000 | 0 | 0 | ||
| FARMLAND PARTNERS INC | COM | 31154R109 | 402 | 44,502 | SH | SOLE | 44,502 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 444,526 | 24,820,000 | SH | SOLE | 24,820,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 3,354 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 3,480 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 432,508 | 2,794,524 | SH | SOLE | 2,794,524 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 1,875,620 | 49,100,000 | SH | SOLE | 49,100,000 | 0 | 0 | ||
| JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 7,189 | 2,479,085 | SH | SOLE | 2,479,085 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 1,675 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 148,732 | 1,053,341 | SH | SOLE | 1,053,341 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 781,214 | 10,487,500 | SH | SOLE | 10,487,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 553,797 | 3,053,747 | SH | SOLE | 3,053,747 | 0 | 0 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 116,587 | 8,865,903 | SH | SOLE | 8,865,903 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 198,728 | 2,251,615 | SH | SOLE | 2,251,615 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,693 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 3,239 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 109,300 | 59,700 | SH | Call | SOLE | 59,700 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 1,905,895 | 1,041,006 | SH | SOLE | 1,041,006 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 15,990 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 192,944 | 7,690,091 | SH | SOLE | 7,690,091 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 159,700 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 39,810 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| RYB ED INC | ADR | 74979W101 | 998 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 62,444 | 531,301 | SH | SOLE | 531,301 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 8,154 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SINA CORP | ORD | G81477104 | 60,662 | 529,107 | SH | SOLE | 529,107 | 0 | 0 | ||
| TAL ED GROUP | SPONSORED ADS | 874080104 | 332,193 | 9,854,436 | SH | SOLE | 9,854,436 | 0 | 0 | ||
| TELADOC INC | COM | 87918A105 | 59,431 | 1,792,799 | SH | SOLE | 1,792,799 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 833,419 | 3,260,000 | SH | SOLE | 3,260,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 120,184 | 1,142,000 | SH | SOLE | 1,142,000 | 0 | 0 | ||
| WEIBO CORP | SPONSORED ADR | 948596101 | 90,035 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 13,961 | 994,400 | SH | SOLE | 994,400 | 0 | 0 | ||