The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 ADS A | 90138A103 | 13,041 | 1,642,503 | SH | SOLE | 1,642,503 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 2,903 | 143,701 | SH | SOLE | 143,701 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 84,870 | 3,951,109 | SH | SOLE | 3,951,109 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 134,592 | 3,530,741 | SH | SOLE | 3,530,741 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 1,801 | 285,862 | SH | SOLE | 285,862 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 281,826 | 3,097,674 | SH | SOLE | 3,097,674 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 103,353 | 2,562,689 | SH | SOLE | 2,562,689 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 7,457 | 93,365 | SH | SOLE | 93,365 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 25,325 | 256,616 | SH | SOLE | 256,616 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 17,522 | 233,598 | SH | SOLE | 233,598 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 108,341 | 2,050,739 | SH | SOLE | 2,050,739 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 12,676 | 916,532 | SH | SOLE | 916,532 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 79,801 | 2,836,867 | SH | SOLE | 2,836,867 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 70,900 | 4,231,582 | SH | SOLE | 4,231,582 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 215,350 | 7,214,422 | SH | SOLE | 7,214,422 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 4,141 | 983,560 | SH | SOLE | 983,560 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 27,973 | 1,127,939 | SH | SOLE | 1,127,939 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 176,001 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 11,760 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 86,816 | 8,420,525 | SH | SOLE | 8,420,525 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 62,524 | 1,974,843 | SH | SOLE | 1,974,843 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 15,558 | 1,390,318 | SH | SOLE | 1,390,318 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 140,345 | 1,161,506 | SH | SOLE | 1,161,506 | 0 | 0 | ||
| YY INC | SPONSORED ADS A | 98426T106 | 9,857 | 117,327 | SH | SOLE | 117,327 | 0 | 0 | ||