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 98,006 4,730,000 SH   SOLE   4,730,000 0 0
ADOBE INC COM 00724F101 197,243 714,000 SH   SOLE   714,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,301,093 7,780,262 SH   SOLE   7,780,262 0 0
AMAZON COM INC COM 023135106 1,222,275 704,112 SH   SOLE   704,112 0 0
ANAPLAN INC COM 03272L108 56,729 1,207,000 SH   SOLE   1,207,000 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,424,434 37,663,500 SH   SOLE   37,663,500 0 0
ATLASSIAN CORP PLC CL A G06242104 76,017 606,001 SH   SOLE   606,001 0 0
AVALARA INC COM 05338G106 6,729 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 20,929 881,575 SH   SOLE   881,575 0 0
BEYOND MEAT INC COM 08862E109 26,009 175,000 SH   SOLE   175,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,412 100,000 SH   SOLE   100,000 0 0
CARVANA CO CL A 146869102 324,252 4,912,907 SH   SOLE   4,912,907 0 0
CERIDIAN HCM HLDG INC COM 15677J108 8,393 170,000 SH   SOLE   170,000 0 0
CHEWY INC CL A 16679L109 19,664 800,000 SH   SOLE   800,000 0 0
CLOUDERA INC COM 18914U100 443 50,000 SH   SOLE   50,000 0 0
CLOUDFLARE INC CL A COM 18915M107 3,250 175,000 SH   SOLE   175,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 14,578 250,000 SH   SOLE   250,000 0 0
DATADOG INC CL A COM 23804L103 15,260 450,000 SH   SOLE   450,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 104,784 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 18,576 300,000 SH   SOLE   300,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 3,276 400,000 SH   SOLE   400,000 0 0
DROPBOX INC CL A 26210C104 4,034 200,000 SH   SOLE   200,000 0 0
DYNATRACE INC COM 268150109 9,335 500,000 SH   SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104 60,767 738,000 SH   SOLE   738,000 0 0
FACEBOOK INC CL A 30303M102 1,998,253 11,221,100 SH   SOLE   11,221,100 0 0
FARFETCH LTD ORD SH CL A 30744W107 4,320 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 297 44,502 SH   SOLE   44,502 0 0
FASTLY INC CL A 31188V100 9,600 400,000 SH   SOLE   400,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 973,503 75,173,950 SH   SOLE   75,173,950 0 0
FIREEYE INC COM 31816Q101 2,668 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 1,905 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 495,298 1,727,100 SH   SOLE   1,727,100 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 229,685 5,730,659 SH   SOLE   5,730,659 0 0
HEALTH CATALYST INC COM 42225T107 1,582 50,000 SH   SOLE   50,000 0 0
HUYA INC ADS REP SHS A 44852D108 8,558 362,000 SH   SOLE   362,000 0 0
IQIYI INC SPONSORED ADS 46267X108 16,130 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,490,909 52,850,366 SH   SOLE   52,850,366 0 0
LENDINGCLUB CORP COM NEW 52603A208 719 55,000 SH   SOLE   55,000 0 0
LINX S A SPONSORED ADS 53619W101 25,896 3,350,000 SH   SOLE   3,350,000 0 0
LIVONGO HEALTH INC COM 539183103 4,360 250,000 SH   SOLE   250,000 0 0
MASTERCARD INC CL A 57636Q104 149,164 549,932 SH   SOLE   549,932 0 0
MEDALLIA INC COM 584021109 1,372 50,000 SH   SOLE   50,000 0 0
MERCADOLIBRE INC COM 58733R102 214,704 389,500 SH   SOLE   389,500 0 0
MICROSOFT CORP COM 594918104 2,124,448 15,280,500 SH   SOLE   15,280,500 0 0
MONGODB INC CL A 60937P106 104,692 868,955 SH   SOLE   868,955 0 0
NETFLIX INC COM 64110L106 574,530 2,146,813 SH   SOLE   2,146,813 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 260,685 2,353,600 SH   SOLE   2,353,600 0 0
NEW RELIC INC COM 64829B100 179,434 2,920,000 SH   SOLE   2,920,000 0 0
OKTA INC CL A 679295105 5,908 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,365 320,000 SH   SOLE   320,000 0 0
PAGERDUTY INC COM 69553P100 4,238 150,000 SH   SOLE   150,000 0 0
PENNEY J C CORP INC COM 708160106 756 850,000 SH   SOLE   850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 69,997 2,172,470 SH   SOLE   2,172,470 0 0
PURE STORAGE INC CL A 74624M102 16,940 1,000,000 SH   SOLE   1,000,000 0 0
REDFIN CORP COM 75737F108 16,655 988,992 SH   SOLE   988,992 0 0
RINGCENTRAL INC CL A 76680R206 410,029 3,263,000 SH   SOLE   3,263,000 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 4,185 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 357,405 2,407,739 SH   SOLE   2,407,739 0 0
SEA LTD SPONSORED ADS 81141R100 420,874 13,598,500 SH   SOLE   13,598,500 0 0
SERVICENOW INC COM 81762P102 202,978 799,600 SH   SOLE   799,600 0 0
SHOPIFY INC CL A 82509L107 21,816 70,000 SH   SOLE   70,000 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 28,501 1,201,063 SH   SOLE   1,201,063 0 0
SMARTSHEET INC COM CL A 83200N103 159,198 4,418,474 SH   SOLE   4,418,474 0 0
SOGOU INC ADR REPSTG A 83409V104 741 150,000 SH   SOLE   150,000 0 0
SOLARWINDS CORP COM 83417Q105 3,690 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 463,111 4,062,379 SH   SOLE   4,062,379 0 0
STONECO LTD COM CL A G85158106 50,491 1,451,729 SH   SOLE   1,451,729 0 0
SUNLANDS TECHNOLOGY GROUP ADS 86740P108 885 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 479,524 28,714,000 SH   SOLE   28,714,000 0 0
SVMK INC COM 78489X103 39,437 2,306,271 SH   SOLE   2,306,271 0 0
SWITCH INC CL A 87105L104 38,581 2,470,000 SH   SOLE   2,470,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 322,679 9,424,023 SH   SOLE   9,424,023 0 0
TENABLE HLDGS INC COM 88025T102 3,357 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 34,479 2,700,000 SH   SOLE   2,700,000 0 0
THE REALREAL INC COM 88339P101 1,565 70,000 SH   SOLE   70,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,075,704 2,066,000 SH   SOLE   2,066,000 0 0
TWILIO INC CL A 90138F102 118,647 1,079,000 SH   SOLE   1,079,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 203,062 6,664,323 SH   SOLE   6,664,323 0 0
VISA INC COM CL A 92826C839 28,038 163,000 SH   SOLE   163,000 0 0
WAYFAIR INC CL A 94419L101 57,181 510,000 SH   SOLE   510,000 0 0
WORKDAY INC CL A 98138H101 22,095 130,000 SH   SOLE   130,000 0 0
ZENDESK INC COM 98936J101 214,777 2,947,000 SH   SOLE   2,947,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 91,440 1,200,000 SH   SOLE   1,200,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 21,211 994,400 SH   SOLE   994,400 0 0