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 | 16,768 | 702,780 | SH | SOLE | 702,780 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 9,006 | 118,662 | SH | SOLE | 118,662 | 0 | 0 | ||
| AGORA INC | ADS | 00851L103 | 13,406 | 303,500 | SH | SOLE | 303,500 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 5,159 | 18,798 | SH | SOLE | 18,798 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 15,860 | 1,305,390 | SH | SOLE | 1,305,390 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 54,418 | 1,174,831 | SH | SOLE | 1,174,831 | 0 | 0 | ||
| BURNING ROCK BIOTECH LTD | SPONSORED ADS | 12233L107 | 540 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 61,085 | 412,990 | SH | SOLE | 412,990 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 109,829 | 1,095,116 | SH | SOLE | 1,095,116 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 233,977 | 6,779,984 | SH | SOLE | 6,779,984 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 58,192 | 337,913 | SH | SOLE | 337,913 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 101,744 | 2,506,000 | SH | SOLE | 2,506,000 | 0 | 0 | ||
| DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 3,468 | 391,000 | SH | SOLE | 391,000 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 14,416 | 1,288,290 | SH | SOLE | 1,288,290 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 37,662 | 784,301 | SH | SOLE | 784,301 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 70,651 | 993,401 | SH | SOLE | 993,401 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 39,835 | 500,063 | SH | SOLE | 500,063 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 55,690 | 925,393 | SH | SOLE | 925,393 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 60,468 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 35,501 | 531,775 | SH | SOLE | 531,775 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 4,086 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 40,021 | 966,000 | SH | SOLE | 966,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 126,930 | 623,706 | SH | SOLE | 623,706 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 90,504 | 11,723,281 | SH | SOLE | 11,723,281 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 74,087 | 3,738,000 | SH | SOLE | 3,738,000 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 53,560 | 3,779,849 | SH | SOLE | 3,779,849 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 103,279 | 592,773 | SH | SOLE | 592,773 | 0 | 0 | ||
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | 50,818 | 3,720,226 | SH | SOLE | 3,720,226 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 68,675 | 2,248,685 | SH | SOLE | 2,248,685 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 60,638 | 706,407 | SH | SOLE | 706,407 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 63,153 | 2,848,593 | SH | SOLE | 2,848,593 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 73,347 | 663,598 | SH | SOLE | 663,598 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 87,954 | 308,601 | SH | SOLE | 308,601 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 47,078 | 439,000 | SH | SOLE | 439,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 40,123 | 2,088,657 | SH | SOLE | 2,088,657 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 68,353 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | ||
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 7,138 | 115,982 | SH | SOLE | 115,982 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 4,855 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 7,267 | 6,730 | SH | SOLE | 6,730 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 126,022 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 27,419 | 882,195 | SH | SOLE | 882,195 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 53,734 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| VROOM INC | COM | 92918V109 | 782 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 40,205 | 1,362,882 | SH | SOLE | 1,362,882 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 14,646 | 343,630 | SH | SOLE | 343,630 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 57,773 | 1,155,000 | SH | SOLE | 1,155,000 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 8,870 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 155,547 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||