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 | 78,243 | 3,378,375 | SH | SOLE | 3,378,375 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 207,305 | 13,331,513 | SH | SOLE | 13,331,513 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 114,322 | 1,394,340 | SH | SOLE | 1,394,340 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 236,463 | 3,309,954 | SH | SOLE | 3,309,954 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 10,201 | 534,910 | SH | SOLE | 534,910 | 0 | 0 | ||
| CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 41,642 | 2,565,752 | SH | SOLE | 2,565,752 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 164,755 | 600,768 | SH | SOLE | 600,768 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 1,498 | 235,548 | SH | SOLE | 235,548 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 73,166 | 1,908,834 | SH | SOLE | 1,908,834 | 0 | 0 | ||
| DOUYU INTERNATIONAL HLDNGS L | SPONSORED ADS | 25985W105 | 32,709 | 2,476,110 | SH | SOLE | 2,476,110 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 530,105 | 4,913,384 | SH | SOLE | 4,913,384 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 345,931 | 4,188,531 | SH | SOLE | 4,188,531 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 198,769 | 1,580,919 | SH | SOLE | 1,580,919 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 11,642 | 406,787 | SH | SOLE | 406,787 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 834 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 115,870 | 4,397,337 | SH | SOLE | 4,397,337 | 0 | 0 | ||
| JOYY INC | ADS REPSTG COM A | 46591M109 | 61,448 | 761,715 | SH | SOLE | 761,715 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 3,440 | 118,768 | SH | SOLE | 118,768 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 51,376 | 155,983 | SH | SOLE | 155,983 | 0 | 0 | ||
| ONESPAN INC | COM | 68287N100 | 56,061 | 2,674,649 | SH | SOLE | 2,674,649 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 403,935 | 10,711,627 | SH | SOLE | 10,711,627 | 0 | 0 | ||
| REPAY HLDGS CORP | COM CL A | 76029L100 | 40,325 | 1,715,943 | SH | SOLE | 1,715,943 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 300,891 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 93,219 | 3,065,405 | SH | SOLE | 3,065,405 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 17,844 | 1,143,140 | SH | SOLE | 1,143,140 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 407 | 38,614 | SH | SOLE | 38,614 | 0 | 0 | ||
| YOUDAO INC | SPONSORED ADS | 98741T104 | 29,957 | 1,159,327 | SH | SOLE | 1,159,327 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 9,552 | 92,806 | SH | SOLE | 92,806 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 22,754 | 48,401 | SH | SOLE | 48,401 | 0 | 0 | ||