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 79,200 4,950,000 SH   SOLE   4,950,000 0 0
ADOBE INC COM 00724F101 73,567 169,000 SH   SOLE   169,000 0 0
AGORA INC ADS 00851L103 3,092 70,000 SH   SOLE   70,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 968,851 4,491,662 SH   SOLE   4,491,662 0 0
ALPHABET INC CAP STK CL A 02079K305 43,251 30,500 SH   SOLE   30,500 0 0
AMAZON COM INC COM 023135106 1,636,063 593,030 SH   SOLE   593,030 0 0
ANAPLAN INC COM 03272L108 308,149 6,800,903 SH   SOLE   6,800,903 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,692,962 33,913,500 SH   SOLE   33,913,500 0 0
ATHENE HLDG LTD CL A G0684D107 44,851 1,438,000 SH   SOLE   1,438,000 0 0
ATLASSIAN CORP PLC CL A G06242104 272,208 1,510,000 SH   SOLE   1,510,000 0 0
AVALARA INC COM 05338G106 13,309 100,000 SH   SOLE   100,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 4,632 100,000 SH   SOLE   100,000 0 0
CARDLYTICS INC COM 14161W105 8,743 124,940 SH   SOLE   124,940 0 0
CARVANA CO CL A 146869102 722,751 6,012,907 SH   SOLE   6,012,907 0 0
CERIDIAN HCM HLDG INC COM 15677J108 13,476 170,000 SH   SOLE   170,000 0 0
CHEWY INC CL A 16679L109 35,752 800,000 SH   SOLE   800,000 0 0
CLOUDFLARE INC CL A COM 18915M107 6,291 175,000 SH   SOLE   175,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 505,662 5,042,000 SH   SOLE   5,042,000 0 0
DADA NEXUS LTD ADS 23344D108 1,115 50,000 SH   SOLE   50,000 0 0
DATADOG INC CL A COM 23804L103 413,621 4,757,000 SH   SOLE   4,757,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 66,462 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 51,663 300,000 SH   SOLE   300,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 4,616 400,000 SH   SOLE   400,000 0 0
DROPBOX INC CL A 26210C104 4,354 200,000 SH   SOLE   200,000 0 0
DYNATRACE INC COM 268150109 20,300 500,000 SH   SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104 370,670 4,019,843 SH   SOLE   4,019,843 0 0
FACEBOOK INC CL A 30303M102 1,986,976 8,750,500 SH   SOLE   8,750,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 8,635 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 305 44,502 SH   SOLE   44,502 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 325,813 1,295,325 SH   SOLE   1,295,325 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 456,504 5,730,659 SH   SOLE   5,730,659 0 0
HEALTH CATALYST INC COM 42225T107 1,459 50,000 SH   SOLE   50,000 0 0
HUYA INC ADS REP SHS A 44852D108 6,759 362,000 SH   SOLE   362,000 0 0
JD.COM INC SPON ADR CL A 47215P106 3,108,319 51,650,366 SH   SOLE   51,650,366 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 315 10,000 SH   SOLE   10,000 0 0
LINX SA SPONSORED ADS 53619W101 15,343 3,350,000 SH   SOLE   3,350,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 183,778 621,500 SH   SOLE   621,500 0 0
MEDALLIA INC COM 584021109 1,262 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 2,240,879 11,011,151 SH   SOLE   11,011,151 0 0
MONGODB INC CL A 60937P106 432,604 1,911,300 SH   SOLE   1,911,300 0 0
NETFLIX INC COM 64110L106 705,767 1,551,000 SH   SOLE   1,551,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 278,888 2,141,500 SH   SOLE   2,141,500 0 0
NEW RELIC INC COM 64829B100 92,739 1,346,000 SH   SOLE   1,346,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 1,258 320,000 SH   SOLE   320,000 0 0
PAGERDUTY INC COM 69553P100 4,293 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 383,480 2,201,000 SH   SOLE   2,201,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 306,176 5,299,908 SH   SOLE   5,299,908 0 0
PHOENIX TREE HLDGS LTD SPONSORED ADS 719156101 17,113 1,850,000 SH   SOLE   1,850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 523,452 6,098,000 SH   SOLE   6,098,000 0 0
REDFIN CORP COM 75737F108 1,680 40,087 SH   SOLE   40,087 0 0
RINGCENTRAL INC CL A 76680R206 948,049 3,326,370 SH   SOLE   3,326,370 0 0
SALESFORCE COM INC COM 79466L302 436,423 2,329,700 SH   SOLE   2,329,700 0 0
SEA LTD SPONSORED ADS 81141R100 896,444 8,359,235 SH   SOLE   8,359,235 0 0
SERVICENOW INC COM 81762P102 292,858 723,000 SH   SOLE   723,000 0 0
SHOPIFY INC CL A 82509L107 66,444 70,000 SH   SOLE   70,000 0 0
SMARTSHEET INC COM CL A 83200N103 211,084 4,145,400 SH   SOLE   4,145,400 0 0
SOLARWINDS CORP COM 83417Q105 3,534 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 822,487 3,185,589 SH   SOLE   3,185,589 0 0
STONECO LTD COM CL A G85158106 29,682 765,783 SH   SOLE   765,783 0 0
SUNRUN INC COM 86771W105 587,129 29,773,257 SH   SOLE   29,773,257 0 0
SVMK INC COM 78489X103 16,883 717,209 SH   SOLE   717,209 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 394,065 5,762,873 SH   SOLE   5,762,873 0 0
TENABLE HLDGS INC COM 88025T102 4,472 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 36,342 2,700,000 SH   SOLE   2,700,000 0 0
TRANSDIGM GROUP INC COM 893641100 776,790 1,757,245 SH   SOLE   1,757,245 0 0
TWILIO INC CL A 90138F102 418,215 1,906,000 SH   SOLE   1,906,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 310,014 9,974,716 SH   SOLE   9,974,716 0 0
VISA INC COM CL A 92826C839 31,487 163,000 SH   SOLE   163,000 0 0
WORKDAY INC CL A 98138H101 563,954 3,010,000 SH   SOLE   3,010,000 0 0
XP INC CL A G98239109 8,402 200,000 SH   SOLE   200,000 0 0
ZENDESK INC COM 98936J101 63,210 714,000 SH   SOLE   714,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 413,524 1,631,000 SH   SOLE   1,631,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 7,655 150,000 SH   SOLE   150,000 0 0