The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 43,311 | 346,485 | SH | SOLE | 346,485 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 602 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 344,755 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 29,596 | 2,350,765 | SH | SOLE | 2,350,765 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 188,388 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
FIREEYE INC | COM | 31816Q101 | 68,321 | 3,294,165 | SH | SOLE | 3,294,165 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 60,500 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 172,183 | 12,100,000 | SH | SOLE | 12,100,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 24,199 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,192,774 | 10,428,173 | SH | SOLE | 10,428,173 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 35,228 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
QUALCOMM INC | CALL | 747525103 | 199,940 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 83,364 | 1,049,261 | SH | SOLE | 1,049,261 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 34,114 | 394,105 | SH | SOLE | 394,105 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 9,316 | 361,095 | SH | SOLE | 361,095 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 433,670 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 38,175 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 |