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
ACTIVISION BLIZZARD INC COM 00507V109 48,301 716,000 SH   SOLE   716,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 72,682 396,000 SH   SOLE   396,000 0 0
AMAZON COM INC COM 023135106 79,604 55,000 SH   SOLE   55,000 0 0
APPLIED MATLS INC COM 038222105 54,498 980,000 SH   SOLE   980,000 0 0
BAIDU INC SPON ADR REP A 056752108 48,767 218,500 SH   SOLE   218,500 0 0
BILIBILI INC ADS REP SHS Z 090040106 21,725 1,975,000 SH   SOLE   1,975,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 17,103 547,300 SH   SOLE   547,300 0 0
DROPBOX INC CL A 26210C104 15,625 500,000 SH   SOLE   500,000 0 0
FACEBOOK INC CL A 30303M102 84,689 530,000 SH   SOLE   530,000 0 0
FOSSIL GROUP INC COM 34988V106 8,255 650,000 SH   SOLE   650,000 0 0
HUBSPOT INC COM 443573100 68,819 635,450 SH   SOLE   635,450 0 0
MIMECAST LTD ORD SHS G14838109 3,520 99,361 SH   SOLE   99,361 0 0
MONGODB INC CL A 60937P106 28,568 658,247 SH   SOLE   658,247 0 0
NVIDIA CORP COM 67066G104 32,654 141,000 SH   SOLE   141,000 0 0
PAYPAL HLDGS INC COM 70450Y103 59,937 790,000 SH   SOLE   790,000 0 0
SERVICENOW INC COM 81762P102 70,316 425,000 SH   SOLE   425,000 0 0
SHOPIFY INC CL A 82509L107 92,249 740,420 SH   SOLE   740,420 0 0
SNAP INC CL A 83304A106 27,465 1,730,600 SH   SOLE   1,730,600 0 0
TAL ED GROUP SPONSORED ADS 874080104 25,592 690,000 SH   SOLE   690,000 0 0