The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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