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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 20,950 | 2,749,322 | SH | SOLE | 2,749,322 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 92,213 | 4,450,425 | SH | SOLE | 4,450,425 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 11,232 | 391,635 | SH | SOLE | 391,635 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 104,313 | 3,482,917 | SH | SOLE | 3,482,917 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 2,145 | 282,962 | SH | SOLE | 282,962 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 334,573 | 2,582,179 | SH | SOLE | 2,582,179 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 1,696 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 43,263 | 2,707,292 | SH | SOLE | 2,707,292 | 0 | 0 | ||
| DOUYU INTERNATIONAL HLDNGS L | SPONSORED ADS | 25985W105 | 25,710 | 3,139,171 | SH | SOLE | 3,139,171 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 32,592 | 487,982 | SH | SOLE | 487,982 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 248,264 | 3,015,112 | SH | SOLE | 3,015,112 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 52,973 | 858,422 | SH | SOLE | 858,422 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 116,253 | 2,163,247 | SH | SOLE | 2,163,247 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 9,175 | 917,532 | SH | SOLE | 917,532 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 5,792 | 378,300 | SH | SOLE | 378,300 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 74,987 | 3,172,039 | SH | SOLE | 3,172,039 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 130,460 | 4,231,582 | SH | SOLE | 4,231,582 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 340,879 | 7,360,799 | SH | SOLE | 7,360,799 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 2,518 | 983,560 | SH | SOLE | 983,560 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 125,697 | 3,901,215 | SH | SOLE | 3,901,215 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 4,629 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 175,398 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 118,124 | 7,562,371 | SH | SOLE | 7,562,371 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 61,138 | 2,731,792 | SH | SOLE | 2,731,792 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 10,796 | 1,390,318 | SH | SOLE | 1,390,318 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 95,743 | 820,136 | SH | SOLE | 820,136 | 0 | 0 | ||
| YY INC | SPONSORED ADS A | 98426T106 | 46,959 | 835,128 | SH | SOLE | 835,128 | 0 | 0 | ||