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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 65,469 | 1,101,800 | SH | SOLE | 1,101,800 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 78,159 | 368,500 | SH | SOLE | 368,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 97,100 | 52,548 | SH | SOLE | 52,548 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 48,179 | 162,800 | SH | SOLE | 162,800 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 45,145 | 905,251 | SH | SOLE | 905,251 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 76,155 | 526,549 | SH | SOLE | 526,549 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 41,409 | 1,636,706 | SH | SOLE | 1,636,706 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 48,385 | 938,056 | SH | SOLE | 938,056 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 3,501 | 2,869,765 | SH | SOLE | 2,869,765 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 25,160 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 117,093 | 2,721,828 | SH | SOLE | 2,721,828 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 77,919 | 948,953 | SH | SOLE | 948,953 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 75,735 | 480,250 | SH | SOLE | 480,250 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 129,881 | 401,400 | SH | SOLE | 401,400 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 14,668 | 387,846 | SH | SOLE | 387,846 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 94,065 | 5,046,432 | SH | SOLE | 5,046,432 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 28,267 | 173,800 | SH | SOLE | 173,800 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 184,342 | 4,583,343 | SH | SOLE | 4,583,343 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 53,500 | 189,500 | SH | SOLE | 189,500 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 83,485 | 3,713,761 | SH | SOLE | 3,713,761 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 33,298 | 741,279 | SH | SOLE | 741,279 | 0 | 0 | ||
| SO YOUNG INTERNATIONAL INC | SPONSORED ADS | 83356Q108 | 28,994 | 2,372,658 | SH | SOLE | 2,372,658 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 1,196 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 60,505 | 1,516,801 | SH | SOLE | 1,516,801 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 50,652 | 1,295,118 | SH | SOLE | 1,295,118 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 25,798 | 262,498 | SH | SOLE | 262,498 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 64,965 | 2,184,446 | SH | SOLE | 2,184,446 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 19,185 | 102,100 | SH | SOLE | 102,100 | 0 | 0 | ||