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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 24,936 | 523,213 | SH | SOLE | 523,213 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 36,568 | 345,670 | SH | SOLE | 345,670 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 40,003 | 5,642,114 | SH | SOLE | 5,642,114 | 0 | 0 | ||
| CNOVA N V | SHS | N20947102 | 4,414 | 821,886 | SH | SOLE | 821,886 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 23,156 | 659,527 | SH | SOLE | 659,527 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 157,775 | 1,498,341 | SH | SOLE | 1,498,341 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 16,380 | 140,335 | SH | SOLE | 140,335 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 173,522 | 1,352,788 | SH | SOLE | 1,352,788 | 0 | 0 | ||
| GIGAMON INC | COM | 37518B102 | 12,617 | 230,239 | SH | SOLE | 230,239 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 11,946 | 1,390,651 | SH | SOLE | 1,390,651 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 27,598 | 1,169,386 | SH | SOLE | 1,169,386 | 0 | 0 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 2,014 | 732,269 | SH | SOLE | 732,269 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 925 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 55,198 | 541,100 | SH | SOLE | 541,100 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 172,548 | 3,442,007 | SH | SOLE | 3,442,007 | 0 | 0 | ||
| QIWI PLC | SPON ADR REP B | 74735M108 | 58,762 | 4,013,795 | SH | SOLE | 4,013,795 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 92,330 | 8,192,590 | SH | SOLE | 8,192,590 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 34,116 | 984,020 | SH | SOLE | 984,020 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 31,203 | 1,810,980 | SH | SOLE | 1,810,980 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 160,472 | 10,938,773 | SH | SOLE | 10,938,773 | 0 | 0 | ||