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 113,993 4,730,000 SH   SOLE   4,730,000 0 0
ADOBE INC COM 00724F101 210,380 714,000 SH   SOLE   714,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 733,591 4,329,245 SH   SOLE   4,329,245 0 0
AMAZON COM INC COM 023135106 1,333,328 704,112 SH   SOLE   704,112 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,291,858 37,663,500 SH   SOLE   37,663,500 0 0
ATLASSIAN CORP PLC CL A G06242104 68,025 519,906 SH   SOLE   519,906 0 0
AVALARA INC COM 05338G106 7,220 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 22,921 881,575 SH   SOLE   881,575 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,627 100,000 SH   SOLE   100,000 0 0
CARVANA CO CL A 146869102 177,178 2,830,769 SH   SOLE   2,830,769 0 0
CERIDIAN HCM HLDG INC COM 15677J108 8,534 170,000 SH   SOLE   170,000 0 0
CHEWY INC CL A 16679L109 28,000 800,000 SH   SOLE   800,000 0 0
CLOUDERA INC COM 18914U100 263 50,000 SH   SOLE   50,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 17,073 250,000 SH   SOLE   250,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 128,573 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 14,913 300,000 SH   SOLE   300,000 0 0
DROPBOX INC CL A 26210C104 5,010 200,000 SH   SOLE   200,000 0 0
ELASTIC N V ORD SHS N14506104 55,099 738,000 SH   SOLE   738,000 0 0
EVENTBRITE INC COM CL A 29975E109 135,228 8,347,422 SH   SOLE   8,347,422 0 0
FACEBOOK INC CL A 30303M102 1,732,194 8,975,100 SH   SOLE   8,975,100 0 0
FARFETCH LTD ORD SH CL A 30744W107 10,400 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 314 44,502 SH   SOLE   44,502 0 0
FASTLY INC CL A 31188V100 8,112 400,000 SH   SOLE   400,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,302,517 94,248,728 SH   SOLE   94,248,728 0 0
FIREEYE INC COM 31816Q101 2,962 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 2,200 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 485,056 1,727,100 SH   SOLE   1,727,100 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 215,301 5,730,659 SH   SOLE   5,730,659 0 0
HUYA INC ADS REP SHS A 44852D108 8,945 362,000 SH   SOLE   362,000 0 0
IQIYI INC SPONSORED ADS 46267X108 20,650 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,600,838 52,850,366 SH   SOLE   52,850,366 0 0
LENDINGCLUB CORP COM 52603A109 902 275,000 SH   SOLE   275,000 0 0
LINX S A SPONSORED ADS 53619W101 30,552 3,350,000 SH   SOLE   3,350,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 5,847 300,000 SH   SOLE   300,000 0 0
MASTERCARD INC CL A 57636Q104 145,474 549,932 SH   SOLE   549,932 0 0
MERCADOLIBRE INC COM 58733R102 238,284 389,500 SH   SOLE   389,500 0 0
MICROSOFT CORP COM 594918104 2,046,976 15,280,500 SH   SOLE   15,280,500 0 0
MONGODB INC CL A 60937P106 60,380 397,000 SH   SOLE   397,000 0 0
NETFLIX INC COM 64110L106 788,567 2,146,813 SH   SOLE   2,146,813 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 227,311 2,353,600 SH   SOLE   2,353,600 0 0
OKTA INC CL A 679295105 7,411 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,547 320,000 SH   SOLE   320,000 0 0
PAGERDUTY INC COM 69553P100 7,058 150,000 SH   SOLE   150,000 0 0
PENNEY J C CORP INC COM 708160106 969 850,000 SH   SOLE   850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 22,445 1,088,000 SH   SOLE   1,088,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 13,728 1,300,000 SH   SOLE   1,300,000 0 0
PURE STORAGE INC CL A 74624M102 15,270 1,000,000 SH   SOLE   1,000,000 0 0
REDFIN CORP COM 75737F108 20,994 1,167,656 SH   SOLE   1,167,656 0 0
RINGCENTRAL INC CL A 76680R206 345,105 3,003,000 SH   SOLE   3,003,000 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 4,765 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 346,967 2,286,739 SH   SOLE   2,286,739 0 0
SEA LTD SPONSORED ADS 81141R100 451,742 13,598,500 SH   SOLE   13,598,500 0 0
SERVICENOW INC COM 81762P102 219,546 799,600 SH   SOLE   799,600 0 0
SHOPIFY INC CL A 82509L107 21,011 70,000 SH   SOLE   70,000 0 0
SMARTSHEET INC COM CL A 83200N103 109,142 2,255,000 SH   SOLE   2,255,000 0 0
SOGOU INC ADR REPSTG A 83409V104 615 150,000 SH   SOLE   150,000 0 0
SOLARWINDS CORP COM 83417Q105 3,668 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 608,441 4,161,135 SH   SOLE   4,161,135 0 0
STONECO LTD COM CL A G85158106 57,847 1,955,624 SH   SOLE   1,955,624 0 0
SUNLANDS TECHNOLOGY GROUP ADS 86740P108 717 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 410,251 21,868,400 SH   SOLE   21,868,400 0 0
SVMK INC COM 78489X103 224,277 13,584,284 SH   SOLE   13,584,284 0 0
SWITCH INC CL A 87105L104 32,332 2,470,000 SH   SOLE   2,470,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 359,055 9,424,023 SH   SOLE   9,424,023 0 0
TENABLE HLDGS INC COM 88025T102 4,281 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 40,473 2,700,000 SH   SOLE   2,700,000 0 0
THE REALREAL INC COM 88339P101 2,023 70,000 SH   SOLE   70,000 0 0
TRANSDIGM GROUP INC COM 893641100 999,531 2,066,000 SH   SOLE   2,066,000 0 0
TWILIO INC CL A 90138F102 147,122 1,079,000 SH   SOLE   1,079,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 309,091 6,664,323 SH   SOLE   6,664,323 0 0
VISA INC COM CL A 92826C839 28,289 163,000 SH   SOLE   163,000 0 0
ZENDESK INC COM 98936J101 240,559 2,702,000 SH   SOLE   2,702,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 106,548 1,200,000 SH   SOLE   1,200,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 19,013 994,400 SH   SOLE   994,400 0 0