Holdings
| JD JD.COM INC-ADR | $614.7M | 6.7% | 20,921,329 | +15,805,937 | +309.0% | Added |
| MA MASTERCARD INC - A | $614.3M | 6.7% | 7,111,093 | −102,967 | −1.4% | Reduced |
| TWENTY FIRST CENTY FOX INC | $568.7M | 6.2% | 16,805,219 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $561.8M | 6.2% | 2,568,615 | +25,003 | +1.0% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $556.9M | 6.1% | 6,689,926 | +874,236 | +15.0% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $497.0M | 5.4% | 3,293,300 | +342,717 | +11.6% | Added |
| PRICELINE GRP INC | $482.9M | 5.3% | 414,817 | +414,817 | — | New |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $469.6M | 5.1% | 15,950,149 | −1,299,851 | −7.5% | Reduced |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $462.7M | 5.1% | 9,288,326 | +334,628 | +3.7% | Added |
| ATHM AUTOHOME INC-ADR | $384.1M | 4.2% | 8,735,000 | — | — | Held |
| ZG ZILLOW GROUP INC - A | $359.3M | 3.9% | 3,582,691 | +3,582,691 | — | New |
| RESTORATION HARDWARE HLDGS I | $316.8M | 3.5% | 3,193,410 | — | — | Held |
| HERTZ GLOBAL HOLDINGS INC | $308.0M | 3.4% | 14,207,250 | −52,750 | −0.4% | Reduced |
| 2663134D BITAUTO HOLDINGS LTD-ADR | $301.4M | 3.3% | 5,922,953 | −642,047 | −9.8% | Reduced |
| CAR AVIS BUDGET GROUP INC | $286.2M | 3.1% | 4,850,254 | −244,546 | −4.8% | Reduced |
| COLFAX CORP | $243.8M | 2.7% | 5,108,326 | +993,326 | +24.1% | Added |
| CHARTER COMMUNICATIONS INC D | $230.3M | 2.5% | 1,192,541 | −731,545 | −38.0% | Reduced |
| LIBERTY INTERACTIVE CORP | $222.2M | 2.4% | 5,290,000 | — | — | Held |
| DATA TABLEAU SOFTWARE INC-CL A | $156.1M | 1.7% | 1,687,316 | −117,684 | −6.5% | Reduced |
| 8L8C LIBERTY BROADBAND-C | $155.8M | 1.7% | 2,751,951 | +352,551 | +14.7% | Added |
| ONDK ON DECK CAPITAL INC | $145.8M | 1.6% | 6,850,000 | +500,000 | +7.9% | Added |
| WUBAUSD 58.COM INC-ADR | $129.6M | 1.4% | 2,450,000 | — | — | Held |
| KATE SPADE & CO | $119.4M | 1.3% | 3,576,165 | +3,576,165 | — | New |
| QSR RESTAURANT BRANDS INTERN | $90.1M | 1.0% | 2,345,012 | — | — | Held |
| TNET TRINET GROUP INC | $81.7M | 0.9% | 2,318,590 | +2,318,590 | — | New |
| GME GAMESTOP CORP-CLASS A | $75.9M | 0.8% | 2,000,000 | — | — | Held |
| SF9 SANDERSON FARMS INC | $73.7M | 0.8% | 925,000 | −200,000 | −17.8% | Reduced |
| DOORUSD MASONITE INTERNATIONAL CORP | $68.9M | 0.8% | 1,025,000 | — | — | Held |
| NFLX NETFLIX INC | $65.0M | 0.7% | 155,877 | +25,877 | +19.9% | Added |
| UTI WORLDWIDE INC | $63.1M | 0.7% | 5,129,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $54.8M | 0.6% | 838,089 | +665,610 | +385.9% | Added |
| PPC PILGRIM'S PRIDE CORP | $45.2M | 0.5% | 2,000,000 | — | — | Held |
| MMYT MAKEMYTRIP LTD | $41.8M | 0.5% | 1,904,391 | −1,703,297 | −47.2% | Reduced |
| VASCO DATA SEC INTL INC | $40.9M | 0.4% | 1,900,000 | +1,900,000 | — | New |
| JOBSUSD 51JOB INC-ADR | $36.3M | 0.4% | 1,125,623 | +188,223 | +20.1% | Added |
| TWTR TWITTER INC | $25.0M | 0.3% | 500,000 | — | — | Held |
| MOMOUSD MOMO INC-SPON ADR | $23.1M | 0.3% | 2,180,000 | +430,000 | +24.6% | Added |
| IBM INTL BUSINESS MACHINES CORP | $22.8M | 0.2% | 141,823 | +141,823 | — | New |
| ZHAOPIN LTD | $20.1M | 0.2% | 1,275,000 | — | — | Held |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | $19.3M | 0.2% | 330,000 | +330,000 | — | New |
| DDD 3D SYSTEMS CORP | $19.2M | 0.2% | 700,000 | −1,336,483 | −65.6% | Reduced |
| XONUSD INTREXON CORP | $13.6M | 0.1% | 300,000 | +300,000 | — | New |
| MYGN MYRIAD GENETICS INC | $10.3M | 0.1% | 291,097 | −1,608,903 | −84.7% | Reduced |
| FEYECHF MANDIANT INC | $7.8M | 0.1% | 200,000 | — | — | Held |
| HORTONWORKS INC | $6.2M | 0.1% | 260,400 | +130,400 | +100.3% | Added |
| QUNAR CAYMAN IS LTD | $6.2M | 0.1% | 150,000 | — | — | Held |
| NIMBLE STORAGE INC | $5.6M | 0.1% | 250,000 | — | — | Held |
| LCEUR HAPPEN INC | $5.4M | 0.1% | 275,000 | — | — | Held |
| YODLEE INC | $4.7M | 0.1% | 350,000 | — | — | Held |
| TRLA 2.75 12/15/20 PRN TRULIA LLC | $2.9M | 0.0% | 2,000,000 | — | — | Held |
| ZIOPHARM ONCOLOGY INC | $2.2M | 0.0% | 200,000 | +200,000 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $1.9M | 0.0% | 75,000 | — | — | Held |
| NEWREUR NEW RELIC INC | $868K | 0.0% | 25,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $709K | 0.0% | 100,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ZILLOW INC | 2,946,081 | $312.0M |
| GPRO GOPRO INC-CLASS A | 1,795,992 | $113.5M |
| KING DIGITAL ENTMT PLC | 4,999,500 | $76.8M |
| TRULIA INC | 1,433,808 | $66.0M |
| SSYS STRATASYS LTD | 600,000 | $49.9M |
| GRUBHUB INC | 1,240,000 | $45.0M |
| SOUFUN HLDGS LTD | 5,566,700 | $41.1M |
| MOBILEYE N V AMSTELVEEN | 1,000,000 | $40.6M |
| LMCA 1.375 10/15/23 PRN LIBERTY MEDIA CORP | 32,500,000 | $32.0M |
| SWCHF SIERRA WIRELESS INC | 500,000 | $23.7M |
| TRINA SOLAR LIMITED | 2,550,000 | $23.6M |
| BIO-REFERENCE LABS INC | 720,000 | $23.1M |
| ORGANOVO HLDGS INC | 500,000 | $3.6M |
| LIBERTY BROADBAND CORP | 220,001 | $2.1M |
| CSLT1EUR CASTLIGHT HEALTH INC-B | 115,000 | $1.3M |
| SOLAZYME INC | 500,000 | $1.3M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.