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 | 75,257 | 1,191,908 | SH | SOLE | 1,191,908 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 76,772 | 444,513 | SH | SOLE | 444,513 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 30,131 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 33,613 | 2,145,078 | SH | SOLE | 2,145,078 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 57,281 | 3,415,694 | SH | SOLE | 3,415,694 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 90,892 | 2,089,000 | SH | SOLE | 2,089,000 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 64,994 | 12,498,757 | SH | SOLE | 12,498,757 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 19,540 | 731,000 | SH | SOLE | 731,000 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 51,242 | 8,414,197 | SH | SOLE | 8,414,197 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 92,431 | 2,426,650 | SH | SOLE | 2,426,650 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 58,121 | 528,133 | SH | SOLE | 528,133 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 81,422 | 4,548,729 | SH | SOLE | 4,548,729 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 18,210 | 785,257 | SH | SOLE | 785,257 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 56,400 | 311,000 | SH | SOLE | 311,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 29,744 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 39,687 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 110,029 | 14,289,481 | SH | SOLE | 14,289,481 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 185,888 | 1,676,785 | SH | SOLE | 1,676,785 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 92,624 | 643,000 | SH | SOLE | 643,000 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 114,671 | 565,858 | SH | SOLE | 565,858 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 66,614 | 889,495 | SH | SOLE | 889,495 | 0 | 0 | ||
| TRUECAR INC | COM | 89785L107 | 39,560 | 2,505,407 | SH | SOLE | 2,505,407 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 77,955 | 605,007 | SH | SOLE | 605,007 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 28,544 | 403,000 | SH | SOLE | 403,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 95,411 | 2,895,628 | SH | SOLE | 2,895,628 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 57,750 | 1,333,725 | SH | SOLE | 1,333,725 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 15,832 | 182,433 | SH | SOLE | 182,433 | 0 | 0 | ||