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 95,546 4,730,000 SH   SOLE   4,730,000 0 0
ADOBE INC COM 00724F101 190,274 714,000 SH   SOLE   714,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 789,871 4,329,245 SH   SOLE   4,329,245 0 0
AMAZON COM INC COM 023135106 1,253,847 704,112 SH   SOLE   704,112 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,063,994 37,663,500 SH   SOLE   37,663,500 0 0
ATLASSIAN CORP PLC CL A G06242104 56,195 500,000 SH   SOLE   500,000 0 0
AVALARA INC COM 05338G106 5,579 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 25,795 881,575 SH   SOLE   881,575 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,895 100,000 SH   SOLE   100,000 0 0
BOOKING HLDGS INC COM 09857L108 494,694 283,507 SH   SOLE   283,507 0 0
CARVANA CO CL A 146869102 119,023 2,050,000 SH   SOLE   2,050,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 8,721 170,000 SH   SOLE   170,000 0 0
CLOUDERA INC COM 18914U100 547 50,000 SH   SOLE   50,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 181,333 12,169,985 SH   SOLE   12,169,985 0 0
DOCUSIGN INC COM 256163106 15,552 300,000 SH   SOLE   300,000 0 0
DOMINOS PIZZA INC COM 25754A201 316,134 1,224,850 SH   SOLE   1,224,850 0 0
DROPBOX INC CL A 26210C104 4,360 200,000 SH   SOLE   200,000 0 0
ELASTIC N V ORD SHS N14506104 58,944 738,000 SH   SOLE   738,000 0 0
EVENTBRITE INC COM CL A 29975E109 269,612 14,064,271 SH   SOLE   14,064,271 0 0
FACEBOOK INC CL A 30303M102 1,473,226 8,838,117 SH   SOLE   8,838,117 0 0
FARFETCH LTD ORD SH CL A 30744W107 13,455 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 285 44,502 SH   SOLE   44,502 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,311,207 88,296,757 SH   SOLE   88,296,757 0 0
FIREEYE INC COM 31816Q101 3,358 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 2,960 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 425,886 1,727,100 SH   SOLE   1,727,100 0 0
HUYA INC ADS REP SHS A 44852D108 10,183 362,000 SH   SOLE   362,000 0 0
IQIYI INC SPONSORED ADS 46267X108 23,920 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,744,189 57,850,366 SH   SOLE   57,850,366 0 0
LENDINGCLUB CORP COM 52603A109 850 275,000 SH   SOLE   275,000 0 0
MASTERCARD INC CL A 57636Q104 129,481 549,932 SH   SOLE   549,932 0 0
MERCADOLIBRE INC COM 58733R102 197,761 389,500 SH   SOLE   389,500 0 0
MICROSOFT CORP COM 594918104 1,567,706 13,292,400 SH   SOLE   13,292,400 0 0
MONGODB INC CL A 60937P106 34,153 232,300 SH   SOLE   232,300 0 0
NETFLIX INC COM 64110L106 752,275 2,109,813 SH   SOLE   2,109,813 0 0
NETSHOES CAYMAN LTD COM G6455X107 14,806 8,865,903 SH   SOLE   8,865,903 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 212,036 2,353,600 SH   SOLE   2,353,600 0 0
OKTA INC CL A 679295105 4,964 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,525 320,000 SH   SOLE   320,000 0 0
PENNEY J C CORP INC COM 708160106 1,267 850,000 SH   SOLE   850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 26,982 1,088,000 SH   SOLE   1,088,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 27,105 1,300,000 SH   SOLE   1,300,000 0 0
PURE STORAGE INC CL A 74624M102 21,790 1,000,000 SH   SOLE   1,000,000 0 0
REDFIN CORP COM 75737F108 37,522 1,851,098 SH   SOLE   1,851,098 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 51,640 793,124 SH   SOLE   793,124 0 0
RINGCENTRAL INC CL A 76680R206 146,098 1,355,266 SH   SOLE   1,355,266 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 4,865 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 362,151 2,286,739 SH   SOLE   2,286,739 0 0
SEA LTD SPONSORED ADS 81141R100 319,837 13,598,500 SH   SOLE   13,598,500 0 0
SERVICENOW INC COM 81762P102 197,093 799,600 SH   SOLE   799,600 0 0
SHOPIFY INC CL A 82509L107 14,463 70,000 SH   SOLE   70,000 0 0
SMARTSHEET INC COM CL A 83200N103 9,382 230,000 SH   SOLE   230,000 0 0
SOGOU INC ADR REPSTG A 83409V104 891 150,000 SH   SOLE   150,000 0 0
SOLARWINDS CORP COM 83417Q105 3,904 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,138,609 8,203,235 SH   SOLE   8,203,235 0 0
STONECO LTD COM CL A G85158106 435,674 10,597,754 SH   SOLE   10,597,754 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 1,080 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 261,283 18,583,400 SH   SOLE   18,583,400 0 0
SVMK INC COM 78489X103 335,912 18,446,551 SH   SOLE   18,446,551 0 0
SWITCH INC CL A 87105L104 25,466 2,470,000 SH   SOLE   2,470,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 340,019 9,424,023 SH   SOLE   9,424,023 0 0
TENABLE HLDGS INC COM 88025T102 4,749 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 93,713 5,177,517 SH   SOLE   5,177,517 0 0
TRANSDIGM GROUP INC COM 893641100 937,943 2,066,000 SH   SOLE   2,066,000 0 0
TWILIO INC CL A 90138F102 135,639 1,050,000 SH   SOLE   1,050,000 0 0
UXIN LTD ADS 91818X108 28,160 7,430,207 SH   SOLE   7,430,207 0 0
VISA INC COM CL A 92826C839 25,459 163,000 SH   SOLE   163,000 0 0
ZENDESK INC COM 98936J101 229,670 2,702,000 SH   SOLE   2,702,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 18,178 994,400 SH   SOLE   994,400 0 0