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
ADVANCED MICRO DEVICES INC COM 007903107 71,709 2,473,578 SH   SOLE   2,473,578 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 119,542 2,050,104 SH   SOLE   2,050,104 0 0
DOCUSIGN INC COM 256163106 77,119 1,245,460 SH   SOLE   1,245,460 0 0
ELASTIC N V ORD SHS N14506104 57,753 701,392 SH   SOLE   701,392 0 0
ETSY INC COM 29786A106 66,539 1,177,686 SH   SOLE   1,177,686 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 126,846 3,345,094 SH   SOLE   3,345,094 0 0
INTERXION HOLDING N.V SHS N47279109 73,151 898,000 SH   SOLE   898,000 0 0
MATTEL INC COM 577081102 43,486 3,817,899 SH   SOLE   3,817,899 0 0
MERCADOLIBRE INC COM 58733R102 155,317 281,765 SH   SOLE   281,765 0 0
MICRON TECHNOLOGY INC COM 595112103 47,696 1,113,089 SH   SOLE   1,113,089 0 0
NEW RELIC INC COM 64829B100 30,965 503,904 SH   SOLE   503,904 0 0
OUTFRONT MEDIA INC COM 69007J106 96,933 3,489,299 SH   SOLE   3,489,299 0 0
SEA LTD SPONSORED ADS 81141R100 135,495 4,377,859 SH   SOLE   4,377,859 0 0
SERVICENOW INC COM 81762P102 133,017 524,000 SH   SOLE   524,000 0 0
SNAP INC CL A 83304A106 246,277 15,587,145 SH   SOLE   15,587,145 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 5,413 209,982 SH   SOLE   209,982 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 185,176 3,984,000 SH   SOLE   3,984,000 0 0
TWILIO INC CL A 90138F102 79,684 724,665 SH   SOLE   724,665 0 0