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 |
| ALTICE USA INC | CL A | 02156K103 | 28,166 | 1,083,303 | SH | DFND | 1 | 1,083,303 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 8,663 | 333,181 | SH | SOLE | 333,181 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 16,924 | 414,402 | SH | DFND | 1 | 414,402 | 0 | 0 | |
| ARCO PLATFORM LTD | COM CL A | G04553106 | 9,311 | 227,994 | SH | DFND | 2 | 227,994 | 0 | 0 | |
| ARCO PLATFORM LTD | COM CL A | G04553106 | 5,205 | 127,454 | SH | SOLE | 127,454 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 45,260 | 553,098 | SH | DFND | 1 | 553,098 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 27,016 | 330,145 | SH | DFND | 2 | 330,145 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 13,920 | 170,111 | SH | SOLE | 170,111 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 40,573 | 81,141 | SH | DFND | 1 | 81,141 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 12,479 | 24,956 | SH | SOLE | 24,956 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 34,443 | 913,372 | SH | DFND | 1 | 913,372 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 29,036 | 769,980 | SH | DFND | 2 | 769,980 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 10,953 | 280,917 | SH | SOLE | 280,917 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 68,750 | 446,312 | SH | DFND | 1 | 446,312 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 38,677 | 251,085 | SH | DFND | 2 | 251,085 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 21,145 | 137,268 | SH | SOLE | 137,268 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 57,184 | 351,791 | SH | DFND | 1 | 351,791 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 17,587 | 108,197 | SH | SOLE | 108,197 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 36,309 | 317,498 | SH | DFND | 1 | 317,498 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 10,780 | 94,267 | SH | SOLE | 94,267 | 0 | 0 | ||