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 | 14,115 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 414,960 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 1,932 | 166,667 | SH | SOLE | 166,667 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 152,830 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 142,416 | 4,475,665 | SH | SOLE | 4,475,665 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 89,880 | 5,372,359 | SH | SOLE | 5,372,359 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 19,545 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,219,110 | 11,806,213 | SH | SOLE | 11,806,213 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 9,064 | 52,700 | SH | SOLE | 52,700 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 214,920 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 53,730 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 93,310 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 20,376 | 293,384 | SH | SOLE | 293,384 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 342,382 | 8,016,435 | SH | SOLE | 8,016,435 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 89,261 | 12,431,891 | SH | SOLE | 12,431,891 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 76,143 | 1,065,985 | SH | SOLE | 1,065,985 | 0 | 0 | ||
| TRUECAR INC | COM | 89785L107 | 14,726 | 2,826,519 | SH | SOLE | 2,826,519 | 0 | 0 | ||
| VIPSHOP HOLDINGS LTD | SPONSORED ADR | 92763W103 | 42,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| YODLEE INC | COM | 98600P201 | 5,604 | 347,438 | SH | SOLE | 347,438 | 0 | 0 | ||