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
ALTICE USA INC CL A 02156K103 26,950 1,631,384 SH   SOLE   1,631,384 0 0
BILIBILI INC SPONS ADS REP Z 090040106 100,581 6,893,864 SH   SOLE   6,893,864 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 23,150 890,711 SH   SOLE   890,711 0 0
HUYA INC ADS REP SHS A 44852D108 14,448 933,355 SH   SOLE   933,355 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 37,981 411,142 SH   SOLE   411,142 0 0
NETEASE INC SPONSORED ADR 64110W102 47,780 203,000 SH   SOLE   203,000 0 0
NVIDIA CORP COM 67066G104 47,259 354,000 SH   SOLE   354,000 0 0
PALO ALTO NETWORKS INC COM 697435105 60,084 319,000 SH   SOLE   319,000 0 0
SEA LTD ADR 81141R100 19,492 1,721,893 SH   SOLE   1,721,893 0 0
SERVICENOW INC COM 81762P102 109,259 613,642 SH   SOLE   613,642 0 0
TABLEAU SOFTWARE INC CL A 87336U105 68,674 572,284 SH   SOLE   572,284 0 0
TWILIO INC CL A 90138F102 36,363 407,200 SH   SOLE   407,200 0 0
VMWARE INC CL A COM 928563402 206,397 1,505,122 SH   SOLE   1,505,122 0 0
XILINX INC COM 983919101 94,340 1,107,665 SH   SOLE   1,107,665 0 0
ZENDESK INC COM 98936J101 57,512 985,296 SH   SOLE   985,296 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 32,959 1,043,653 SH   SOLE   1,043,653 0 0