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 | 27,054 | 1,951,962 | SH | SOLE | 1,951,962 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 171,860 | 2,889,371 | SH | SOLE | 2,889,371 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 125,383 | 64,308 | SH | SOLE | 64,308 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 23,738 | 172,942 | SH | SOLE | 172,942 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 26,899 | 1,148,539 | SH | SOLE | 1,148,539 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 138,839 | 980,850 | SH | SOLE | 980,850 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 71,808 | 3,058,272 | SH | SOLE | 3,058,272 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 38,611 | 693,441 | SH | SOLE | 693,441 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 51,546 | 557,861 | SH | SOLE | 557,861 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 24,048 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 50,183 | 80,348 | SH | SOLE | 80,348 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 50,140 | 880,120 | SH | SOLE | 880,120 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 16,243 | 280,191 | SH | SOLE | 280,191 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 2,168 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 35,808 | 627,000 | SH | SOLE | 627,000 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 15,208 | 373,377 | SH | SOLE | 373,377 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 49,380 | 912,425 | SH | SOLE | 912,425 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 18,967 | 468,309 | SH | SOLE | 468,309 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 53,866 | 444,000 | SH | SOLE | 444,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 48,777 | 185,043 | SH | SOLE | 185,043 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 12,765 | 354,275 | SH | SOLE | 354,275 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 19,477 | 91,910 | SH | SOLE | 91,910 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 21,081 | 475,754 | SH | SOLE | 475,754 | 0 | 0 | ||
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 6,774 | 209,982 | SH | SOLE | 209,982 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 110,842 | 1,321,126 | SH | SOLE | 1,321,126 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 32,323 | 1,157,685 | SH | SOLE | 1,157,685 | 0 | 0 | ||