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
ADOBE SYS INC COM 00724F101 69,973 287,000 SH   SOLE   287,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 824,851 4,445,919 SH   SOLE   4,445,919 0 0
AMAZON COM INC COM 023135106 2,034,916 1,197,150 SH   SOLE   1,197,150 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,097,055 34,422,807 SH   SOLE   34,422,807 0 0
ATLASSIAN CORP PLC CL A G06242104 31,260 500,000 SH   SOLE   500,000 0 0
AUTODESK INC COM 052769106 303,804 2,317,523 SH   SOLE   2,317,523 0 0
AVALARA INC COM 05338G106 5,337 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 32,618 881,575 SH   SOLE   881,575 0 0
BILIBILI INC SPONS ADS REP Z 090040106 81,687 5,838,922 SH   SOLE   5,838,922 0 0
BOOKING HLDGS INC COM 09857L108 1,332,045 657,122 SH   SOLE   657,122 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPONSORED ADS 109199109 33,538 2,016,707 SH   SOLE   2,016,707 0 0
CERIDIAN HCM HLDG INC COM 15677J108 5,642 170,000 SH   SOLE   170,000 0 0
CLOUDERA INC COM 18914U100 682 50,000 SH   SOLE   50,000 0 0
COUPA SOFTWARE INC COM 22266L106 88,070 1,415,000 SH   SOLE   1,415,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 633,381 30,204,172 SH   SOLE   30,204,172 0 0
DOCUSIGN INC COM 256163106 15,885 300,000 SH   SOLE   300,000 0 0
DOMINOS PIZZA INC COM 25754A201 594,165 2,105,700 SH   SOLE   2,105,700 0 0
DROPBOX INC CL A 26210C104 6,484 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 1,025,652 5,278,160 SH   SOLE   5,278,160 0 0
FACEBOOK INC CL A 30303M102 148,655 765,000 SH Call SOLE   765,000 0 0
FARMLAND PARTNERS INC COM 31154R109 392 44,502 SH   SOLE   44,502 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 492,071 26,049,289 SH   SOLE   26,049,289 0 0
FIREEYE INC COM 31816Q101 3,078 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 3,265 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 236,139 1,121,000 SH   SOLE   1,121,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 62,020 1,547,020 SH   SOLE   1,547,020 0 0
HUYA INC ADS REP SHS A 44852D108 36,409 1,106,991 SH   SOLE   1,106,991 0 0
IQIYI INC SPONSORED ADS 46267X108 32,300 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,588,503 40,783,124 SH   SOLE   40,783,124 0 0
LENDINGCLUB CORP COM 52603A109 1,042 275,000 SH   SOLE   275,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 118,469 602,833 SH   SOLE   602,833 0 0
MERCADOLIBRE INC COM 58733R102 444,360 1,486,501 SH   SOLE   1,486,501 0 0
MICROSOFT CORP COM 594918104 1,296,751 13,150,300 SH   SOLE   13,150,300 0 0
MONGODB INC CL A 60937P106 2,482 50,000 SH   SOLE   50,000 0 0
NETFLIX INC COM 64110L106 844,491 2,157,450 SH   SOLE   2,157,450 0 0
NETSHOES CAYMAN LTD COM G6455X107 21,012 8,865,903 SH   SOLE   8,865,903 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 271,675 2,870,008 SH   SOLE   2,870,008 0 0
OKTA INC CL A 679295105 3,022 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 3,552 320,000 SH   SOLE   320,000 0 0
PENNEY J C INC COM 708160106 1,989 850,000 SH   SOLE   850,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 31,551 1,300,000 SH   SOLE   1,300,000 0 0
PURE STORAGE INC CL A 74624M102 23,880 1,000,000 SH   SOLE   1,000,000 0 0
PUXIN LTD ADS 74704P108 14,980 700,000 SH   SOLE   700,000 0 0
REDFIN CORP COM 75737F108 54,331 2,352,991 SH   SOLE   2,352,991 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 114,570 1,900,000 SH   SOLE   1,900,000 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 7,060 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 321,631 2,358,000 SH   SOLE   2,358,000 0 0
SEA LTD ADR 81141R100 122,227 8,148,458 SH   SOLE   8,148,458 0 0
SERVICENOW INC COM 81762P102 262,862 1,524,100 SH   SOLE   1,524,100 0 0
SHOPIFY INC CL A 82509L107 10,212 70,000 SH   SOLE   70,000 0 0
SOGOU INC ADR REPSTG A 83409V104 1,715 150,000 SH   SOLE   150,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,153,869 12,802,361 SH   SOLE   12,802,361 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 2,673 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 183,280 13,937,606 SH   SOLE   13,937,606 0 0
SWITCH INC CL A 87105L104 10,953 900,000 SH   SOLE   900,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 370,474 10,067,238 SH   SOLE   10,067,238 0 0
TRANSDIGM GROUP INC COM 893641100 840,243 2,434,500 SH   SOLE   2,434,500 0 0
TWITTER INC COM 90184L102 511,354 11,709,500 SH   SOLE   11,709,500 0 0
UXIN LTD ADS 91818X108 225,191 24,910,522 SH   SOLE   24,910,522 0 0
VISA INC COM CL A 92826C839 105,033 793,000 SH   SOLE   793,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 19,888 994,400 SH   SOLE   994,400 0 0