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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ARCO PLATFORM LTD COM CL A G04553106 30,270 741,175 SH   SOLE   741,175 0 0
ATLASSIAN CORP PLC CL A G06242104 6,881 37,850 SH   SOLE   37,850 0 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 25,228 2,059,423 SH   SOLE   2,059,423 0 0
ELASTIC N V ORD SHS N14506104 46,356 429,658 SH   SOLE   429,658 0 0
FARFETCH LTD ORD SH CL A 30744W107 7,389 293,684 SH   SOLE   293,684 0 0
MERCADOLIBRE INC COM 58733R102 58,374 53,926 SH   SOLE   53,926 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 22,980 2,000,000 SH   SOLE   2,000,000 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 37,630 2,894,636 SH   SOLE   2,894,636 0 0
SEA LTD SPONSORD ADS 81141R100 78,449 509,278 SH   SOLE   509,278 0 0
SHOPIFY INC CL A 82509L107 42,172 41,225 SH   SOLE   41,225 0 0
SNAP INC NOTE 0.750% 8/0 83304AAB2 68,748 49,500,000 PRN   SOLE   49,500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 43,942 181,150 SH   SOLE   181,150 0 0
STONECO LTD COM CL A G85158106 7,383 139,598 SH   SOLE   139,598 0 0
UNITY SOFTWARE INC COM 91332U101 45,389 520,040 SH   SOLE   520,040 0 0