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 7,476 2,166,968 SH   SOLE   2,166,968 0 0
ALPHABET INC CAP STK CL A 02079K305 523,558 5,473,688 SH   SOLE   5,473,688 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 39,040 4,000,000 SH   SOLE   4,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 13,452 1,357,450 SH   SOLE   1,357,450 0 0
AMAZON COM INC COM 023135106 302,326 2,675,450 SH   SOLE   2,675,450 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 21,058 452,869 SH   SOLE   452,869 0 0
APPLOVIN CORP COM CL A 03831W108 96,920 4,972,813 SH   SOLE   4,972,813 0 0
ATLASSIAN CORP PLC CL A G06242104 362,742 1,722,503 SH   SOLE   1,722,503 0 0
ATRENEW INC SPONSORED ADS 00138L108 33,054 14,371,218 SH   SOLE   14,371,218 0 0
BLEND LABS INC CL A 09352U108 13,727 6,211,142 SH   SOLE   6,211,142 0 0
BLOCK INC CL A 852234103 208,922 3,799,271 SH   SOLE   3,799,271 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 9,773 151,536 SH   SOLE   151,536 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 148,329 900,000 SH   SOLE   900,000 0 0
DATADOG INC CL A COM 23804L103 512,707 5,775,031 SH   SOLE   5,775,031 0 0
DINGDONG CAYMAN LTD ADS 25445D101 422 118,539 SH   SOLE   118,539 0 0
DLOCAL LTD CLASS A COM G29018101 88,087 4,292,759 SH   SOLE   4,292,759 0 0
DOORDASH INC CL A 25809K105 180,831 3,656,847 SH   SOLE   3,656,847 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 26,188 957,509 SH   SOLE   957,509 0 0
EMBARK TECHNOLOGY INC COM NEW 29079J202 3,684 495,851 SH   SOLE   495,851 0 0
FRESHWORKS INC CLASS A COM 358054104 67,435 5,199,337 SH   SOLE   5,199,337 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 24,947 669,000 SH   SOLE   669,000 0 0
HASHICORP INC COM CL A 418100103 296 9,188 SH   SOLE   9,188 0 0
HUBSPOT INC COM 443573100 160,530 594,290 SH   SOLE   594,290 0 0
INTUIT COM 461202103 530 1,368 SH   SOLE   1,368 0 0
JD.COM INC SPON ADR CL A 47215P106 1,501,974 29,860,327 SH   SOLE   29,860,327 0 0
JOBY AVIATION INC *W EXP 08/10/202 G65163118 88 105,000 SH   SOLE   105,000 0 0
JOBY AVIATION INC COMMON STOCK G65163100 1,602 370,000 SH   SOLE   370,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 300,809 17,820,415 SH   SOLE   17,820,415 0 0
KATAPULT HOLDINGS INC COM 485859102 2,631 2,740,000 SH   SOLE   2,740,000 0 0
LAMB WESTON HLDGS INC COM 513272104 13,912 179,784 SH   SOLE   179,784 0 0
LEAD EDGE GROWTH OPRTUNTS LT UNIT 04/01/2026 G54085124 9,900 1,000,000 SH   SOLE   1,000,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 396,033 17,211,345 SH   SOLE   17,211,345 0 0
MASTERCARD INCORPORATED CL A 57636Q104 205,862 724,000 SH   SOLE   724,000 0 0
META PLATFORMS INC CL A 30303M102 609,020 4,488,648 SH   SOLE   4,488,648 0 0
MICROSOFT CORP COM 594918104 1,398,357 6,004,108 SH   SOLE   6,004,108 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 203,807 46,319,839 SH   SOLE   46,319,839 0 0
OLO INC CL A 68134L109 40,326 5,104,581 SH   SOLE   5,104,581 0 0
ON24 INC COM 68339B104 737 83,803 SH   SOLE   83,803 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 80,724 6,958,988 SH   SOLE   6,958,988 0 0
PAGAYA TECHNOLOGIES LTD CL A SHS M7S64L115 134,636 74,384,378 SH   SOLE   74,384,378 0 0
PAYPAL HLDGS INC COM 70450Y103 4,674 54,300 SH   SOLE   54,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 6,381 920,717 SH   SOLE   920,717 0 0
PINDUODUO INC SPONSORED ADS 722304102 250 4,000 SH   SOLE   4,000 0 0
QUALTRICS INTL INC COM CL A 747601201 75,831 7,449,000 SH   SOLE   7,449,000 0 0
REDFIN CORP COM 75737F108 5,787 991,000 SH   SOLE   991,000 0 0
RINGCENTRAL INC CL A 76680R206 99,383 2,487,060 SH   SOLE   2,487,060 0 0
ROBLOX CORP CL A 771049103 3,121 87,095 SH   SOLE   87,095 0 0
SEA LTD SPONSORD ADS 81141R100 535,494 9,553,864 SH   SOLE   9,553,864 0 0
SENTINELONE INC CL A 81730H109 106,124 4,151,941 SH   SOLE   4,151,941 0 0
SERVICENOW INC COM 81762P102 639,716 1,694,117 SH   SOLE   1,694,117 0 0
SHOPIFY INC CL A 82509L107 44,781 1,662,240 SH   SOLE   1,662,240 0 0
SNOWFLAKE INC CL A 833445109 442,001 2,600,615 SH   SOLE   2,600,615 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 536 6,211 SH   SOLE   6,211 0 0
STARRY GROUP HOLDINGS INC CL A COM 85572U102 28,708 19,266,828 SH   SOLE   19,266,828 0 0
STONECO LTD COM CL A G85158106 6,536 685,801 SH   SOLE   685,801 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 90,157 1,315,005 SH   SOLE   1,315,005 0 0
TOAST INC CL A 888787108 165,526 9,899,895 SH   SOLE   9,899,895 0 0
UBER TECHNOLOGIES INC COM 90353T100 262,961 9,923,073 SH   SOLE   9,923,073 0 0
VISA INC COM CL A 92826C839 28,957 163,000 SH   SOLE   163,000 0 0
VTEX SHS CL A G9470A102 23,540 6,362,217 SH   SOLE   6,362,217 0 0
WARBY PARKER INC CL A COM 93403J106 3,563 267,069 SH   SOLE   267,069 0 0
WEAVE COMMUNICATIONS INC COM 94724R108 35,514 7,032,570 SH   SOLE   7,032,570 0 0
WORKDAY INC CL A 98138H101 482,904 3,172,411 SH   SOLE   3,172,411 0 0
ZENDESK INC COM 98936J101 54,335 714,000 SH   SOLE   714,000 0 0