Holdings
| TWENTY FIRST CENTY FOX INC | $645.4M | 7.6% | 16,805,219 | — | — | Held |
| MA MASTERCARD INC - A | $621.6M | 7.3% | 7,214,060 | −372,411 | −4.9% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $604.5M | 7.1% | 5,815,690 | +5,815,690 | — | New |
| TDG TRANSDIGM GROUP INC | $499.4M | 5.9% | 2,543,612 | −5,076 | −0.2% | Reduced |
| 2663134D BITAUTO HOLDINGS LTD-ADR | $462.2M | 5.5% | 6,565,000 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $438.8M | 5.2% | 2,950,583 | +35,000 | +1.2% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $432.6M | 5.1% | 8,953,698 | — | — | Held |
| HERTZ GLOBAL HOLDINGS INC | $355.6M | 4.2% | 14,260,000 | −1,591,100 | −10.0% | Reduced |
| CAR AVIS BUDGET GROUP INC | $337.9M | 4.0% | 5,094,800 | +1,715,000 | +50.7% | Added |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $337.1M | 4.0% | 17,250,000 | +15,535,000 | +905.8% | Added |
| CHARTER COMMUNICATIONS INC D | $320.6M | 3.8% | 1,924,086 | −89,162 | −4.4% | Reduced |
| ATHM AUTOHOME INC-ADR | $317.6M | 3.7% | 8,735,000 | +2,000,000 | +29.7% | Added |
| ZILLOW INC | $312.0M | 3.7% | 2,946,081 | −190,000 | −6.1% | Reduced |
| RESTORATION HARDWARE HLDGS I | $306.6M | 3.6% | 3,193,410 | — | — | Held |
| COLFAX CORP | $212.2M | 2.5% | 4,115,000 | +115,000 | +2.9% | Added |
| LIBERTY INTERACTIVE CORP | $199.5M | 2.4% | 5,290,000 | +5,290,000 | — | New |
| DATA TABLEAU SOFTWARE INC-CL A | $153.0M | 1.8% | 1,805,000 | +364,852 | +25.3% | Added |
| ONDK ON DECK CAPITAL INC | $142.4M | 1.7% | 6,350,000 | +6,350,000 | — | New |
| 8L8C LIBERTY BROADBAND-C | $119.5M | 1.4% | 2,399,400 | +2,399,400 | — | New |
| JD JD.COM INC-ADR | $118.4M | 1.4% | 5,115,392 | +5,115,392 | — | New |
| GPRO GOPRO INC-CLASS A | $113.5M | 1.3% | 1,795,992 | +1,272,742 | +243.2% | Added |
| WUBAUSD 58.COM INC-ADR | $101.8M | 1.2% | 2,450,000 | +2,450,000 | — | New |
| SF9 SANDERSON FARMS INC | $94.5M | 1.1% | 1,125,000 | +1,125,000 | — | New |
| MMYT MAKEMYTRIP LTD | $93.8M | 1.1% | 3,607,688 | −3,216,480 | −47.1% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $91.5M | 1.1% | 2,345,012 | +2,345,012 | — | New |
| KING DIGITAL ENTMT PLC | $76.8M | 0.9% | 4,999,500 | +259,500 | +5.5% | Added |
| GME GAMESTOP CORP-CLASS A | $67.6M | 0.8% | 2,000,000 | +2,000,000 | — | New |
| DDD 3D SYSTEMS CORP | $66.9M | 0.8% | 2,036,483 | +150,000 | +8.0% | Added |
| TRULIA INC | $66.0M | 0.8% | 1,433,808 | — | — | Held |
| PPC PILGRIM'S PRIDE CORP | $65.6M | 0.8% | 2,000,000 | +2,000,000 | — | New |
| MYGN MYRIAD GENETICS INC | $64.7M | 0.8% | 1,900,000 | — | — | Held |
| DOORUSD MASONITE INTERNATIONAL CORP | $63.0M | 0.7% | 1,025,000 | +50,000 | +5.1% | Added |
| UTI WORLDWIDE INC | $61.9M | 0.7% | 5,129,000 | — | — | Held |
| SSYS STRATASYS LTD | $49.9M | 0.6% | 600,000 | +600,000 | — | New |
| V VISA INC-CLASS A SHARES | $45.2M | 0.5% | 172,479 | −112,000 | −39.4% | Reduced |
| GRUBHUB INC | $45.0M | 0.5% | 1,240,000 | +1,240,000 | — | New |
| NFLX NETFLIX INC | $44.4M | 0.5% | 130,000 | +130,000 | — | New |
| SOUFUN HLDGS LTD | $41.1M | 0.5% | 5,566,700 | −8,433,300 | −60.2% | Reduced |
| MOBILEYE N V AMSTELVEEN | $40.6M | 0.5% | 1,000,000 | — | — | Held |
| JOBSUSD 51JOB INC-ADR | $33.6M | 0.4% | 937,400 | +937,400 | — | New |
| LMCA 1.375 10/15/23 PRN LIBERTY MEDIA CORP | $32.0M | 0.4% | 32,500,000 | +32,500,000 | — | New |
| SWCHF SIERRA WIRELESS INC | $23.7M | 0.3% | 500,000 | +500,000 | — | New |
| TRINA SOLAR LIMITED | $23.6M | 0.3% | 2,550,000 | — | — | Held |
| BIO-REFERENCE LABS INC | $23.1M | 0.3% | 720,000 | — | — | Held |
| MOMOUSD MOMO INC-SPON ADR | $21.0M | 0.2% | 1,750,000 | +1,750,000 | — | New |
| ZHAOPIN LTD | $19.4M | 0.2% | 1,275,000 | +26,630 | +2.1% | Added |
| TWTR TWITTER INC | $17.9M | 0.2% | 500,000 | — | — | Held |
| LCEUR HAPPEN INC | $7.0M | 0.1% | 275,000 | +275,000 | — | New |
| NIMBLE STORAGE INC | $6.9M | 0.1% | 250,000 | — | — | Held |
| FEYECHF MANDIANT INC | $6.3M | 0.1% | 200,000 | — | — | Held |
| YODLEE INC | $4.3M | 0.1% | 350,000 | +350,000 | — | New |
| QUNAR CAYMAN IS LTD | $4.3M | 0.1% | 150,000 | — | — | Held |
| ORGANOVO HLDGS INC | $3.6M | 0.0% | 500,000 | +500,000 | — | New |
| HORTONWORKS INC | $3.5M | 0.0% | 130,000 | +130,000 | — | New |
| TRLA 2.75 12/15/20 PRN TRULIA LLC | $2.9M | 0.0% | 2,000,000 | +2,000,000 | — | New |
| LIBERTY BROADBAND CORP | $2.1M | 0.0% | 220,001 | +220,001 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.0M | 0.0% | 75,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $1.7M | 0.0% | 100,000 | — | — | Held |
| CSLT1EUR CASTLIGHT HEALTH INC-B | $1.3M | 0.0% | 115,000 | — | — | Held |
| SOLAZYME INC | $1.3M | 0.0% | 500,000 | +500,000 | — | New |
| NEWREUR NEW RELIC INC | $871K | 0.0% | 25,000 | +25,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| XHB PUT SS SPDR S&P HOMEBLDRS ETF | 23,500,000 | $695.4M |
| BURGER KING WORLDWIDE INC | 7,450,000 | $221.0M |
| CBS CORP NEW | 1,596,526 | $85.4M |
| RMD RESMED INC | 1,000,000 | $49.3M |
| ABMDEUR ABIOMED INC | 1,690,000 | $42.0M |
| VNET VNET GROUP INC-ADR | 2,000,000 | $36.0M |
| PRICELINE GRP INC | 13,536 | $15.7M |
| ZNGA ZYNGA INC - CL A | 5,640,000 | $15.2M |
| INSYEUR INSYS THERAPEUTICS INC | 300,000 | $11.6M |
| GLUU GLU MOBILE INC | 2,025,000 | $10.5M |
| CXDCEUR CHINA XD PLASTICS CO LTD | 175,000 | $957K |
| DELIA'S INC NEW | 3,400,000 | $910K |
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.