The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
8X8 INC NEW COM 282914100 76,973 4,950,000 SH   SOLE   4,950,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 82,883 169,000 SH   SOLE   169,000 0 0
AGORA INC ADS 00851L103 3,009 70,000 SH   SOLE   70,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,316,461 4,478,062 SH   SOLE   4,478,062 0 0
ALPHABET INC CAP STK CL A 02079K305 44,701 30,500 SH   SOLE   30,500 0 0
AMAZON COM INC COM 023135106 1,904,352 604,800 SH   SOLE   604,800 0 0
AMERICAN WELL CORP CL A 03044L105 11,856 400,000 SH   SOLE   400,000 0 0
ANAPLAN INC COM 03272L108 425,601 6,800,903 SH   SOLE   6,800,903 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,517,629 33,913,500 SH   SOLE   33,913,500 0 0
ASANA INC CL A 04342Y104 26,675 926,202 SH   SOLE   926,202 0 0
ATLASSIAN CORP PLC CL A G06242104 502,148 2,762,241 SH   SOLE   2,762,241 0 0
AVALARA INC COM 05338G106 12,734 100,000 SH   SOLE   100,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 112,455 1,350,000 SH   SOLE   1,350,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 4,160 100,000 SH   SOLE   100,000 0 0
CARDLYTICS INC COM 14161W105 8,817 124,940 SH   SOLE   124,940 0 0
CARVANA CO CL A 146869102 1,341,239 6,012,907 SH   SOLE   6,012,907 0 0
CERIDIAN HCM HLDG INC COM 15677J108 14,051 170,000 SH   SOLE   170,000 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 30,026 1,850,000 SH   SOLE   1,850,000 0 0
CLOUDFLARE INC CL A COM 18915M107 7,186 175,000 SH   SOLE   175,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,034,981 7,537,000 SH   SOLE   7,537,000 0 0
DADA NEXUS LTD ADS 23344D108 1,324 50,000 SH   SOLE   50,000 0 0
DATADOG INC CL A COM 23804L103 485,975 4,757,000 SH   SOLE   4,757,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 58,872 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 64,572 300,000 SH   SOLE   300,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 5,284 400,000 SH   SOLE   400,000 0 0
DROPBOX INC CL A 26210C104 3,852 200,000 SH   SOLE   200,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 15,901 350,000 SH   SOLE   350,000 0 0
DYNATRACE INC COM NEW 268150109 20,510 500,000 SH   SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104 433,701 4,019,843 SH   SOLE   4,019,843 0 0
FACEBOOK INC CL A 30303M102 2,291,756 8,750,500 SH   SOLE   8,750,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,580 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 296 44,502 SH   SOLE   44,502 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 308,417 1,295,325 SH   SOLE   1,295,325 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 468,940 5,730,659 SH   SOLE   5,730,659 0 0
GOODRX HLDGS INC COM CL A 38246G108 77,840 1,400,000 SH   SOLE   1,400,000 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 272,201 3,020,769 SH   SOLE   3,020,769 0 0
HEALTH CATALYST INC COM 42225T107 1,830 50,000 SH   SOLE   50,000 0 0
HUYA INC ADS REP SHS A 44852D108 8,670 362,000 SH   SOLE   362,000 0 0
JAMF HLDG CORP COM 47074L105 104,510 2,778,778 SH   SOLE   2,778,778 0 0
JD.COM INC SPON ADR CL A 47215P106 4,008,585 51,650,366 SH   SOLE   51,650,366 0 0
JFROG LTD ORD SHS M6191J100 84,650 1,000,000 SH   SOLE   1,000,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 153,250 2,500,000 SH   SOLE   2,500,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 295 10,000 SH   SOLE   10,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 6,087 350,000 SH   SOLE   350,000 0 0
LINX SA SPONSORED ADS 53619W101 20,603 3,350,000 SH   SOLE   3,350,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 244,835 724,000 SH   SOLE   724,000 0 0
MEDALLIA INC COM 584021109 1,371 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 2,400,651 11,413,734 SH   SOLE   11,413,734 0 0
MONGODB INC CL A 60937P106 442,485 1,911,300 SH   SOLE   1,911,300 0 0
NCINO INC COM 63947U107 21,912 275,000 SH   SOLE   275,000 0 0
NETFLIX INC COM 64110L106 775,547 1,551,000 SH   SOLE   1,551,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 320,154 2,141,500 SH   SOLE   2,141,500 0 0
OAK STR HEALTH INC COM 67181A107 1,336 25,000 SH   SOLE   25,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 1,437 320,000 SH   SOLE   320,000 0 0
OUTSET MED INC COM 690145107 2,750 55,000 SH   SOLE   55,000 0 0
PAGERDUTY INC COM 69553P100 4,067 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 423,615 2,150,001 SH   SOLE   2,150,001 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 771,855 7,777,658 SH   SOLE   7,777,658 0 0
PHOENIX TREE HLDGS LTD SPONSORED ADS 719156101 149,752 36,436,075 SH   SOLE   36,436,075 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,056,865 14,253,066 SH   SOLE   14,253,066 0 0
REDFIN CORP COM 75737F108 2,002 40,087 SH   SOLE   40,087 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 22,980 2,000,000 SH   SOLE   2,000,000 0 0
RINGCENTRAL INC CL A 76680R206 913,454 3,326,370 SH   SOLE   3,326,370 0 0
SALESFORCE COM INC COM 79466L302 575,196 2,288,700 SH   SOLE   2,288,700 0 0
SEA LTD SPONSORD ADS 81141R100 1,287,657 8,359,235 SH   SOLE   8,359,235 0 0
SERVICENOW INC COM 81762P102 722,117 1,488,900 SH   SOLE   1,488,900 0 0
SHOPIFY INC CL A 82509L107 89,511 87,501 SH   SOLE   87,501 0 0
SMARTSHEET INC COM CL A 83200N103 204,866 4,145,400 SH   SOLE   4,145,400 0 0
SNOWFLAKE INC CL A 833445109 313,750 1,250,000 SH   SOLE   1,250,000 0 0
SOLARWINDS CORP COM 83417Q105 4,068 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 772,728 3,185,589 SH   SOLE   3,185,589 0 0
STONECO LTD COM CL A G85158106 40,502 765,783 SH   SOLE   765,783 0 0
SUMO LOGIC INC COM 86646P103 117,528 5,391,187 SH   SOLE   5,391,187 0 0
SUNRUN INC COM 86771W105 2,294,625 29,773,257 SH   SOLE   29,773,257 0 0
SVMK INC COM 78489X103 15,575 704,440 SH   SOLE   704,440 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 438,209 5,762,873 SH   SOLE   5,762,873 0 0
TENABLE HLDGS INC COM 88025T102 5,663 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 39,879 2,700,000 SH   SOLE   2,700,000 0 0
TRANSDIGM GROUP INC COM 893641100 834,902 1,757,245 SH   SOLE   1,757,245 0 0
TWILIO INC CL A 90138F102 467,371 1,891,500 SH   SOLE   1,891,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 566,852 15,538,716 SH   SOLE   15,538,716 0 0
VERTEX INC CL A 92538J106 7,475 325,000 SH   SOLE   325,000 0 0
VISA INC COM CL A 92826C839 32,595 163,000 SH   SOLE   163,000 0 0
WORKDAY INC CL A 98138H101 797,007 3,704,771 SH   SOLE   3,704,771 0 0
XP INC CL A G98239109 8,338 200,000 SH   SOLE   200,000 0 0
XPENG INC ADS 98422D105 13,046 650,000 SH   SOLE   650,000 0 0
YALLA GROUP LTD ADS 98459U103 2,450 350,000 SH   SOLE   350,000 0 0
ZENDESK INC COM 98936J101 73,485 714,000 SH   SOLE   714,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 854,801 1,818,300 SH   SOLE   1,818,300 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 6,449 150,000 SH   SOLE   150,000 0 0