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 |
| 21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 3,010 | 297,990 | SH | SOLE | 297,990 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 68,572 | 3,780,149 | SH | SOLE | 3,780,149 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 94,742 | 1,603,356 | SH | SOLE | 1,603,356 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 188,911 | 6,644,775 | SH | SOLE | 6,644,775 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 2,573 | 285,862 | SH | SOLE | 285,862 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 275,345 | 3,480,968 | SH | SOLE | 3,480,968 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 12,354 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 28,784 | 1,341,918 | SH | SOLE | 1,341,918 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 132,968 | 1,403,063 | SH | SOLE | 1,403,063 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 64,031 | 1,465,587 | SH | SOLE | 1,465,587 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 8,346 | 657,172 | SH | SOLE | 657,172 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 20,509 | 869,751 | SH | SOLE | 869,751 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 105,028 | 4,231,582 | SH | SOLE | 4,231,582 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 51,796 | 1,182,565 | SH | SOLE | 1,182,565 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 128,379 | 4,639,635 | SH | SOLE | 4,639,635 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 3,988 | 945,033 | SH | SOLE | 945,033 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 218,924 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 72,734 | 6,734,661 | SH | SOLE | 6,734,661 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 1,166 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 25,831 | 1,281,923 | SH | SOLE | 1,281,923 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 51,509 | 805,464 | SH | SOLE | 805,464 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 29,969 | 250,367 | SH | SOLE | 250,367 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 41,710 | 556,721 | SH | SOLE | 556,721 | 0 | 0 | ||