13F-HR filing

VALIDATED

Holdings period 2019-03-31 · Filed 2019-05-15 · Accession 0001567619-19-011117

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	AMAZON COM INC	COM · 023135106	LONG	52,350	$93.2 million
2	AMAZON COM INC	COM · 023135106	CALL	146,800	$261.4 million
3	EVERBRIDGE INC	COM · 29978A104	LONG	869,850	$65.2 million
4	FARFETCH LTD	ORD SH CL A · 30744W107	LONG	3,586,147	$96.5 million
5	GDS HLDGS LTD	SPONSORED ADS · 36165L108	LONG	1,301,200	$46.4 million
6	GRIDSUM HLDG INC	SPONSORED ADR · 398132100	LONG	2,945,430	$8.7 million
7	GTY TECHNOLOGY HOLDINGS INC	*W EXP 02/19/202 · 362409112	LONG	772,033	$466,000
8	IAC INTERACTIVECORP	COM · 44919P508	LONG	333,000	$70.0 million
9	LYFT INC	CL A COM · 55087P104	LONG	632,462	$49.5 million
10	MATCH GROUP INC	COM · 57665R106	LONG	939,200	$53.2 million
11	MICROSOFT CORP	COM · 594918104	LONG	420,200	$49.6 million
12	MONGODB INC	CL A · 60937P106	LONG	589,000	$86.6 million
13	NETFLIX INC	COM · 64110L106	LONG	308,752	$110.1 million
14	PALO ALTO NETWORKS INC	COM · 697435105	LONG	207,400	$50.4 million
15	SALESFORCE COM INC	COM · 79466L302	LONG	187,990	$29.8 million
16	SEA LTD	SPONSORED ADS · 81141R100	LONG	4,927,879	$115.9 million
17	SPOTIFY TECHNOLOGY S A	SHS · L8681T102	LONG	195,051	$27.1 million
18	STITCH FIX INC	COM CL A · 860897107	LONG	415,176	$11.7 million
19	STONECO LTD	COM CL A · G85158106	LONG	684,100	$28.1 million
20	TWILIO INC	CL A · 90138F102	LONG	662,250	$85.5 million
21	WAYFAIR INC	CL A · 94419L101	LONG	87,975	$13.1 million
22	WORLD WRESTLING ENTMT INC	CL A · 98156Q108	LONG	593,135	$51.5 million
23	YANDEX N V	SHS CLASS A · N97284108	LONG	2,688,900	$92.3 million