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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 247,265,899 | 2,806,969 | SH | SOLE | 2,806,969 | 0 | 0 | |||
| ALTERYX INC | COM CL A | 02156B103 | 55,389,860 | 1,093,149 | SH | SOLE | 1,093,149 | 0 | 0 | |||
| AMBARELLA INC | SHS | G037AX101 | 22,284,330 | 271,000 | SH | SOLE | 271,000 | 0 | 0 | |||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 150,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| CONX CORP | COM CL A | 212873103 | 39,840,000 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 115,778,438 | 2,248,125 | SH | SOLE | 2,248,125 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 24,248,960 | 1,075,819 | SH | SOLE | 1,075,819 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 32,776,380 | 483,000 | SH | SOLE | 483,000 | 0 | 0 | |||
| FLEX LTD | ORD | Y2573F102 | 75,384,109 | 3,512,773 | SH | SOLE | 3,512,773 | 0 | 0 | |||
| JFROG LTD | ORD SHS | M6191J100 | 26,224,894 | 1,229,484 | SH | SOLE | 1,229,484 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 80,373,040 | 1,672,000 | SH | SOLE | 1,672,000 | 0 | 0 | |||
| LEAD EDGE GROWTH OPRTUNTS LT | COM | G54085108 | 15,105,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| LEAD EDGE GROWTH OPRTUNTS LT | *W EXP 04/01/202 | G54085116 | 18,750 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 98,452,320 | 2,658,000 | SH | SOLE | 2,658,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 58,668,973 | 69,329 | SH | SOLE | 69,329 | 0 | 0 | |||
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | 22,333,220 | 637,000 | SH | SOLE | 637,000 | 0 | 0 | |||
| MONDAY COM LTD | SHS | M7S64H106 | 61,382,836 | 503,138 | SH | SOLE | 503,138 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 205,991,373 | 698,560 | SH | SOLE | 698,560 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 21,170,560 | 608,000 | SH | SOLE | 608,000 | 0 | 0 | |||
| RAPID7 INC | COM | 753422104 | 29,120,860 | 857,000 | SH | SOLE | 857,000 | 0 | 0 | |||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 17,272,450 | 935,669 | SH | SOLE | 935,669 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 80,350,791 | 3,455,948 | SH | SOLE | 3,455,948 | 0 | 0 | |||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 20,741,100 | 2,942,000 | SH | SOLE | 2,942,000 | 0 | 0 | |||