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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 59,283 | 2,323,000 | SH | SOLE | 2,323,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 192,118 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 60,062 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 47,214 | 2,491,517 | SH | SOLE | 2,491,517 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 129,409 | 3,087,794 | SH | SOLE | 3,087,794 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 78,780 | 2,146,000 | SH | SOLE | 2,146,000 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 30,399 | 1,080,646 | SH | SOLE | 1,080,646 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 81,411 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 100,544 | 3,334,779 | SH | SOLE | 3,334,779 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 70,449 | 807,900 | SH | SOLE | 807,900 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 4,697 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 109,162 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 94,935 | 2,297,000 | SH | SOLE | 2,297,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 46,386 | 469,968 | SH | SOLE | 469,968 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 70,357 | 2,449,748 | SH | SOLE | 2,449,748 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 42,247 | 2,068,923 | SH | SOLE | 2,068,923 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 183,235 | 7,790,600 | SH | SOLE | 7,790,600 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 134,495 | 545,642 | SH | SOLE | 545,642 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 64,978 | 11,460,000 | SH | SOLE | 11,460,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 122,841 | 1,639,631 | SH | SOLE | 1,639,631 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 51,991 | 408,477 | SH | SOLE | 408,477 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 35,235 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 47,732 | 369,500 | SH | SOLE | 369,500 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 177,741 | 984,658 | SH | SOLE | 984,658 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 35,455 | 279,635 | SH | SOLE | 279,635 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 44,196 | 1,287,000 | SH | SOLE | 1,287,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 96,330 | 1,133,296 | SH | SOLE | 1,133,296 | 0 | 0 | ||