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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 29,142 | 364,916 | SH | SOLE | 364,916 | 0 | 0 | ||
| BILIBILI INC | ADS REP SHS Z | 090040106 | 36,378 | 3,307,046 | SH | SOLE | 3,307,046 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 79,055 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 66,688 | 725,338 | SH | SOLE | 725,338 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 82,195 | 18,938,988 | SH | SOLE | 18,938,988 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 91,333 | 2,935,817 | SH | SOLE | 2,935,817 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 115,353 | 5,493,004 | SH | SOLE | 5,493,004 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 61,913 | 1,393,187 | SH | SOLE | 1,393,187 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 51,598 | 708,278 | SH | SOLE | 708,278 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 48,557 | 931,288 | SH | SOLE | 931,288 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 38,826 | 1,038,685 | SH | SOLE | 1,038,685 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 60,547 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 46,917 | 535,282 | SH | SOLE | 535,282 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 50,579 | 3,211,341 | SH | SOLE | 3,211,341 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 68,308 | 1,782,565 | SH | SOLE | 1,782,565 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 90,264 | 497,268 | SH | SOLE | 497,268 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 77,804 | 1,025,496 | SH | SOLE | 1,025,496 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 121,220 | 810,785 | SH | SOLE | 810,785 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 74,894 | 372,515 | SH | SOLE | 372,515 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 74,715 | 924,457 | SH | SOLE | 924,457 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 106,659 | 3,676,615 | SH | SOLE | 3,676,615 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 113,798 | 6,847,039 | SH | SOLE | 6,847,039 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 221,085 | 1,823,078 | SH | SOLE | 1,823,078 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 19,186 | 400,798 | SH | SOLE | 400,798 | 0 | 0 | ||