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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 48,585 | 1,504,185 | SH | SOLE | 1,504,185 | 0 | 0 | ||
| ACM RESEARCH INC | COM CL A | 00108J109 | 57,369 | 710,102 | SH | SOLE | 710,102 | 0 | 0 | ||
| AGORA INC | ADS | 00851L103 | 14,880 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 157,400 | 837,500 | SH | SOLE | 837,500 | 0 | 0 | ||
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 92,574 | 825,889 | SH | SOLE | 825,889 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 158,814 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 50,989 | 2,133,418 | SH | SOLE | 2,133,418 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 61,197 | 1,136,437 | SH | SOLE | 1,136,437 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 91,369 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 78,613 | 373,000 | SH | SOLE | 373,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 97,462 | 448,000 | SH | SOLE | 448,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 133,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 89,887 | 1,027,866 | SH | SOLE | 1,027,866 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 116,621 | 4,394,166 | SH | SOLE | 4,394,166 | 0 | 0 | ||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 1,230 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CONX CORP | COM CL A | 212873103 | 39,880 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 257,498 | 7,113,213 | SH | SOLE | 7,113,213 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 163,378 | 949,208 | SH | SOLE | 949,208 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 11,753 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 7,851 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| I MAB | SPONSORED ADS | 44975P103 | 7,222 | 149,000 | SH | SOLE | 149,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 88,382 | 1,380,966 | SH | SOLE | 1,380,966 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 59,559 | 155,481 | SH | SOLE | 155,481 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 47,993 | 511,000 | SH | SOLE | 511,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 78,919 | 1,298,859 | SH | SOLE | 1,298,859 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | UNIT 04/01/2026 | G54085124 | 14,955 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 93,750 | 3,750,001 | SH | SOLE | 3,750,001 | 0 | 0 | ||
| MCAFEE CORP | COM CL A | 579063108 | 31,836 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 65,011 | 737,000 | SH | SOLE | 737,000 | 0 | 0 | ||
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 18,375 | 765,000 | SH | SOLE | 765,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 73,171 | 1,758,487 | SH | SOLE | 1,758,487 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 116,169 | 478,375 | SH | SOLE | 478,375 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 96,253 | 718,953 | SH | SOLE | 718,953 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 32,778 | 996,000 | SH | SOLE | 996,000 | 0 | 0 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 6,765 | 653,000 | SH | SOLE | 653,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 118,669 | 531,600 | SH | SOLE | 531,600 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 109,142 | 218,235 | SH | SOLE | 218,235 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 50,110 | 611,019 | SH | SOLE | 611,019 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 88,877 | 1,912,578 | SH | SOLE | 1,912,578 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 72,230 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 89,749 | 1,716,367 | SH | SOLE | 1,716,367 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 60,258 | 1,119,000 | SH | SOLE | 1,119,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 35,673 | 1,741,000 | SH | SOLE | 1,741,000 | 0 | 0 | ||
| THOMA BRAVO ADVANTAGE | COM CL A | G88272102 | 14,719 | 1,408,486 | SH | SOLE | 1,408,486 | 0 | 0 | ||
| TUYA INC | SPONSERED ADS | 90114C107 | 6,913 | 327,000 | SH | SOLE | 327,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 184,913 | 542,649 | SH | SOLE | 542,649 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,822 | 125,155 | SH | SOLE | 125,155 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 76,415 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 105,060 | 838,000 | SH | SOLE | 838,000 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 14,544 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 67,913 | 512,085 | SH | SOLE | 512,085 | 0 | 0 | ||
| ZHIHU INC | ADS | 98955N108 | 12,571 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 107,514 | 829,329 | SH | SOLE | 829,329 | 0 | 0 | ||