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
21VIANET GROUP INC SPONSORED ADS A 90138A103 47,594 1,994,700 SH   SOLE   1,994,700 0 0
360 FINANCE INC ADS 88557W101 17,045 1,591,483 SH   SOLE   1,591,483 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 27,383 2,843,468 SH   SOLE   2,843,468 0 0
ACTIVISION BLIZZARD INC COM 00507V109 49,426 651,200 SH   SOLE   651,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 51,380 238,200 SH   SOLE   238,200 0 0
AMAZON COM INC COM 023135106 66,013 23,928 SH   SOLE   23,928 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 61,828 167,998 SH   SOLE   167,998 0 0
BROADCOM INC COM 11135F101 49,901 158,110 SH   SOLE   158,110 0 0
CHEWY INC CL A 16679L109 22,055 493,500 SH   SOLE   493,500 0 0
CREE INC COM 225447101 74,827 1,264,175 SH   SOLE   1,264,175 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 63,688 635,037 SH   SOLE   635,037 0 0
DATADOG INC CL A COM 23804L103 54,142 622,676 SH   SOLE   622,676 0 0
DYNATRACE INC COM 268150109 63,547 1,565,206 SH   SOLE   1,565,206 0 0
ETSY INC COM 29786A106 77,080 725,600 SH   SOLE   725,600 0 0
FACEBOOK INC CL A 30303M102 61,945 272,800 SH   SOLE   272,800 0 0
FIVE9 INC COM 338307101 37,293 336,974 SH   SOLE   336,974 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 58,403 733,154 SH   SOLE   733,154 0 0
GRUBHUB INC COM 400110102 58,967 838,794 SH   SOLE   838,794 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 371,400 1,500,000 SH Put SOLE   1,500,000 0 0
JD.COM INC SPON ADR CL A 47215P106 76,365 1,268,946 SH   SOLE   1,268,946 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 30,691 2,884,534 SH   SOLE   2,884,534 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 37,429 844,332 SH   SOLE   844,332 0 0
LYFT INC CL A COM 55087P104 9,943 301,214 SH   SOLE   301,214 0 0
MATCH GROUP INC COM 57665R106 67,892 634,209 SH   SOLE   634,209 0 0
MERCADOLIBRE INC COM 58733R102 46,573 47,245 SH   SOLE   47,245 0 0
MICROSOFT CORP COM 594918104 33,803 166,100 SH   SOLE   166,100 0 0
NCR CORP NEW COM 62886E108 58,531 3,379,381 SH   SOLE   3,379,381 0 0
NETFLIX INC COM 64110L106 78,083 171,595 SH   SOLE   171,595 0 0
PAYPAL HLDGS INC COM 70450Y103 65,075 373,500 SH   SOLE   373,500 0 0
PINTEREST INC CL A 72352L106 1,817 81,940 SH   SOLE   81,940 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 45,748 791,896 SH   SOLE   791,896 0 0
SEA LTD SPONSORED ADS 81141R100 160,253 1,494,343 SH   SOLE   1,494,343 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 21,934 705,495 SH   SOLE   705,495 0 0
SMARTSHEET INC COM CL A 83200N103 40,412 793,644 SH   SOLE   793,644 0 0
STONECO LTD COM CL A G85158106 112,905 2,912,918 SH   SOLE   2,912,918 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 43,455 635,500 SH   SOLE   635,500 0 0
TALEND S A ADS 874224207 72,034 2,078,290 SH   SOLE   2,078,290 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,346 139,846 SH   SOLE   139,846 0 0
WAYFAIR INC CL A 94419L101 41,715 211,100 SH   SOLE   211,100 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 40,211 158,600 SH   SOLE   158,600 0 0