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 |
| 2U INC | COM | 90214J101 | 19,153 | 798,385 | SH | SOLE | 798,385 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 21,906 | 338,421 | SH | SOLE | 338,421 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 281,519 | 4,737,788 | SH | SOLE | 4,737,788 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 31,877 | 695,100 | SH | SOLE | 695,100 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 22,373 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 16,045 | 940,518 | SH | SOLE | 940,518 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 120,418 | 1,624,861 | SH | SOLE | 1,624,861 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 30,321 | 508,407 | SH | SOLE | 508,407 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 109,719 | 3,345,094 | SH | SOLE | 3,345,094 | 0 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 33,018 | 824,000 | SH | SOLE | 824,000 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 75,261 | 898,000 | SH | SOLE | 898,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 119,712 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 64,537 | 1,200,023 | SH | SOLE | 1,200,023 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 39,091 | 594,904 | SH | SOLE | 594,904 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 33,975 | 289,769 | SH | SOLE | 289,769 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 126,973 | 997,744 | SH | SOLE | 997,744 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 105,358 | 974,000 | SH | SOLE | 974,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 77,615 | 1,929,754 | SH | SOLE | 1,929,754 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 103,641 | 692,000 | SH | SOLE | 692,000 | 0 | 0 | ||
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 7,385 | 209,982 | SH | SOLE | 209,982 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 94,002 | 1,617,932 | SH | SOLE | 1,617,932 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 59,076 | 1,843,235 | SH | SOLE | 1,843,235 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 153,555 | 5,163,236 | SH | SOLE | 5,163,236 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 69,098 | 901,716 | SH | SOLE | 901,716 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 30,713 | 668,544 | SH | SOLE | 668,544 | 0 | 0 | ||