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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 40,912 | 2,729,273 | SH | SOLE | 2,729,273 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 20,985 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 60,166 | 579,414 | SH | SOLE | 579,414 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 39,902 | 1,164,680 | SH | SOLE | 1,164,680 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 52,070 | 737,536 | SH | SOLE | 737,536 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 44,583 | 10,368,061 | SH | SOLE | 10,368,061 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 4,111 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 98,281 | 316,841 | SH | SOLE | 316,841 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 44,220 | 2,062,483 | SH | SOLE | 2,062,483 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 29,679 | 766,119 | SH | SOLE | 766,119 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 59,720 | 708,423 | SH | SOLE | 708,423 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 230,949 | 5,309,180 | SH | SOLE | 5,309,180 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 89,246 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 79,270 | 334,613 | SH | SOLE | 334,613 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 410,913 | 3,760,529 | SH | SOLE | 3,760,529 | 0 | 0 | ||
| PUXIN LTD | ADS | 74704P108 | 13,447 | 628,384 | SH | SOLE | 628,384 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 40,291 | 406,531 | SH | SOLE | 406,531 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 191,736 | 1,139,655 | SH | SOLE | 1,139,655 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 147,751 | 1,511,517 | SH | SOLE | 1,511,517 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 161,261 | 3,692,720 | SH | SOLE | 3,692,720 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 361,849 | 2,462,061 | SH | SOLE | 2,462,061 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 84,078 | 1,542,994 | SH | SOLE | 1,542,994 | 0 | 0 | ||