The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
8X8 INC NEW COM 282914100 68,607 4,950,000 SH   SOLE   4,950,000 0 0
ADOBE INC COM 00724F101 53,783 169,000 SH   SOLE   169,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 873,538 4,491,662 SH   SOLE   4,491,662 0 0
ALPHABET INC CAP STK CL A 02079K305 35,439 30,500 SH   SOLE   30,500 0 0
AMAZON COM INC COM 023135106 1,076,869 552,320 SH   SOLE   552,320 0 0
ANAPLAN INC COM 03272L108 205,795 6,800,903 SH   SOLE   6,800,903 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,136,102 33,913,500 SH   SOLE   33,913,500 0 0
ATHENE HLDG LTD CL A G0684D107 185,272 7,464,626 SH   SOLE   7,464,626 0 0
ATLASSIAN CORP PLC CL A G06242104 207,263 1,510,000 SH   SOLE   1,510,000 0 0
AVALARA INC COM 05338G106 7,460 100,000 SH   SOLE   100,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 2,342 100,000 SH   SOLE   100,000 0 0
BILL COM HLDGS INC COM 090043100 2,736 80,000 SH   SOLE   80,000 0 0
CARDLYTICS INC COM 14161W105 4,368 124,940 SH   SOLE   124,940 0 0
CARVANA CO CL A 146869102 331,251 6,012,907 SH   SOLE   6,012,907 0 0
CERIDIAN HCM HLDG INC COM 15677J108 8,512 170,000 SH   SOLE   170,000 0 0
CHEWY INC CL A 16679L109 29,992 800,000 SH   SOLE   800,000 0 0
CLOUDFLARE INC CL A COM 18915M107 4,109 175,000 SH   SOLE   175,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 13,920 250,000 SH   SOLE   250,000 0 0
DATADOG INC CL A COM 23804L103 132,427 3,680,572 SH   SOLE   3,680,572 0 0
DESPEGAR COM CORP ORD SHS G27358103 52,485 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 27,720 300,000 SH   SOLE   300,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 2,564 400,000 SH   SOLE   400,000 0 0
DROPBOX INC CL A 26210C104 3,620 200,000 SH   SOLE   200,000 0 0
DYNATRACE INC COM 268150109 11,920 500,000 SH   SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104 224,347 4,019,843 SH   SOLE   4,019,843 0 0
FACEBOOK INC CL A 30303M102 1,459,583 8,750,500 SH   SOLE   8,750,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,950 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 270 44,502 SH   SOLE   44,502 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 241,630 1,295,325 SH   SOLE   1,295,325 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 332,206 5,730,659 SH   SOLE   5,730,659 0 0
HEALTH CATALYST INC COM 42225T107 1,308 50,000 SH   SOLE   50,000 0 0
HUYA INC ADS REP SHS A 44852D108 6,136 362,000 SH   SOLE   362,000 0 0
IQIYI INC SPONSORED ADS 46267X108 17,800 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 2,051,340 50,650,366 SH   SOLE   50,650,366 0 0
LINX S A SPONSORED ADS 53619W101 10,854 3,350,000 SH   SOLE   3,350,000 0 0
LIVONGO HEALTH INC COM 539183103 7,133 250,000 SH   SOLE   250,000 0 0
MASTERCARD INC CL A 57636Q104 175,976 728,500 SH   SOLE   728,500 0 0
MEDALLIA INC COM 584021109 1,002 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 1,702,288 10,793,784 SH   SOLE   10,793,784 0 0
MONGODB INC CL A 60937P106 260,969 1,911,300 SH   SOLE   1,911,300 0 0
NETFLIX INC COM 64110L106 582,401 1,551,000 SH   SOLE   1,551,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 231,796 2,141,500 SH   SOLE   2,141,500 0 0
NEW RELIC INC COM 64829B100 62,239 1,346,000 SH   SOLE   1,346,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 1,632 320,000 SH   SOLE   320,000 0 0
PAGERDUTY INC COM 69553P100 2,592 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 222,117 2,320,000 SH   SOLE   2,320,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 110,270 4,153,304 SH   SOLE   4,153,304 0 0
PENNEY J C CORP INC COM 708160106 306 850,000 SH   SOLE   850,000 0 0
PHOENIX TREE HLDGS LTD SPONSORED ADS 719156101 15,929 1,850,000 SH   SOLE   1,850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 213,838 5,935,004 SH   SOLE   5,935,004 0 0
REDFIN CORP COM 75737F108 698 45,273 SH   SOLE   45,273 0 0
RINGCENTRAL INC CL A 76680R206 704,891 3,326,370 SH   SOLE   3,326,370 0 0
SALESFORCE COM INC COM 79466L302 163,000 1,132,104 SH   SOLE   1,132,104 0 0
SEA LTD SPONSORED ADS 81141R100 370,398 8,359,235 SH   SOLE   8,359,235 0 0
SERVICENOW INC COM 81762P102 159,826 557,700 SH   SOLE   557,700 0 0
SHOPIFY INC CL A 82509L107 29,185 70,000 SH   SOLE   70,000 0 0
SMARTSHEET INC COM CL A 83200N103 172,076 4,145,400 SH   SOLE   4,145,400 0 0
SOLARWINDS CORP COM 83417Q105 3,134 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 332,561 2,738,480 SH   SOLE   2,738,480 0 0
STONECO LTD COM CL A G85158106 16,737 768,803 SH   SOLE   768,803 0 0
SUNLANDS TECHNOLOGY GROUP ADS 86740P108 411 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 300,710 29,773,257 SH   SOLE   29,773,257 0 0
SVMK INC COM 78489X103 31,059 2,298,995 SH   SOLE   2,298,995 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 306,931 5,762,873 SH   SOLE   5,762,873 0 0
TENABLE HLDGS INC COM 88025T102 3,279 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 27,162 2,700,000 SH   SOLE   2,700,000 0 0
TRANSDIGM GROUP INC COM 893641100 562,652 1,757,245 SH   SOLE   1,757,245 0 0
TWILIO INC CL A 90138F102 170,568 1,906,000 SH   SOLE   1,906,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 278,494 9,974,716 SH   SOLE   9,974,716 0 0
VISA INC COM CL A 92826C839 26,263 163,000 SH   SOLE   163,000 0 0
WORKDAY INC CL A 98138H101 301,850 2,318,000 SH   SOLE   2,318,000 0 0
XP INC CL A G98239109 3,858 200,000 SH   SOLE   200,000 0 0
ZENDESK INC COM 98936J101 45,703 714,000 SH   SOLE   714,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 179,231 1,226,600 SH   SOLE   1,226,600 0 0