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
ADOBE INC COM 00724F101 233,570 1,032,400 SH   SOLE   1,032,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 563,994 4,114,645 SH   SOLE   4,114,645 0 0
AMAZON COM INC COM 023135106 1,117,487 744,014 SH   SOLE   744,014 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 924,262 37,663,500 SH   SOLE   37,663,500 0 0
ATLASSIAN CORP PLC CL A G06242104 44,490 500,000 SH   SOLE   500,000 0 0
AUTODESK INC COM 052769106 113,048 879,000 SH   SOLE   879,000 0 0
AVALARA INC COM 05338G106 3,115 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 41,328 881,575 SH   SOLE   881,575 0 0
BILIBILI INC SPONS ADS REP Z 090040106 16,049 1,100,000 SH   SOLE   1,100,000 0 0
BOOKING HLDGS INC COM 09857L108 777,196 451,223 SH   SOLE   451,223 0 0
CERIDIAN HCM HLDG INC COM 15677J108 5,863 170,000 SH   SOLE   170,000 0 0
CLOUDERA INC COM 18914U100 553 50,000 SH   SOLE   50,000 0 0
COUPA SOFTWARE INC COM 22266L106 79,781 1,269,181 SH   SOLE   1,269,181 0 0
DESPEGAR COM CORP ORD SHS G27358103 152,295 12,271,960 SH   SOLE   12,271,960 0 0
DOCUSIGN INC COM 256163106 12,024 300,000 SH   SOLE   300,000 0 0
DOMINOS PIZZA INC COM 25754A201 464,287 1,872,200 SH   SOLE   1,872,200 0 0
DROPBOX INC CL A 26210C104 4,086 200,000 SH   SOLE   200,000 0 0
ELASTIC N V ORD SHS N14506104 52,752 738,000 SH   SOLE   738,000 0 0
EVENTBRITE INC COM CL A 29975E109 399,470 14,364,271 SH   SOLE   14,364,271 0 0
FACEBOOK INC CL A 30303M102 704,215 5,372,000 SH   SOLE   5,372,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 8,855 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 202 44,502 SH   SOLE   44,502 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,171,911 81,045,000 SH   SOLE   81,045,000 0 0
FIREEYE INC COM 31816Q101 3,242 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 2,485 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 332,829 1,792,100 SH   SOLE   1,792,100 0 0
HUYA INC ADS REP SHS A 44852D108 5,604 362,000 SH   SOLE   362,000 0 0
IQIYI INC SPONSORED ADS 46267X108 14,870 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,212,290 57,921,170 SH   SOLE   57,921,170 0 0
LENDINGCLUB CORP COM 52603A109 723 275,000 SH   SOLE   275,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 103,745 549,932 SH   SOLE   549,932 0 0
MERCADOLIBRE INC COM 58733R102 114,065 389,500 SH   SOLE   389,500 0 0
MICROSOFT CORP COM 594918104 1,337,413 13,167,400 SH   SOLE   13,167,400 0 0
NETFLIX INC COM 64110L106 395,415 1,477,303 SH   SOLE   1,477,303 0 0
NETSHOES CAYMAN LTD COM G6455X107 13,210 8,865,903 SH   SOLE   8,865,903 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 129,001 2,353,600 SH   SOLE   2,353,600 0 0
OKTA INC CL A 679295105 3,828 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,496 320,000 SH   SOLE   320,000 0 0
PENNEY J C INC COM 708160106 884 850,000 SH   SOLE   850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 24,415 1,088,000 SH   SOLE   1,088,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 21,255 1,300,000 SH   SOLE   1,300,000 0 0
PURE STORAGE INC CL A 74624M102 16,080 1,000,000 SH   SOLE   1,000,000 0 0
PUXIN LTD ADS 74704P108 2,390 404,451 SH   SOLE   404,451 0 0
REDFIN CORP COM 75737F108 33,851 2,350,766 SH   SOLE   2,350,766 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 82,961 1,586,248 SH   SOLE   1,586,248 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 4,010 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 313,215 2,286,739 SH   SOLE   2,286,739 0 0
SEA LTD ADR 81141R100 139,219 12,298,500 SH   SOLE   12,298,500 0 0
SERVICENOW INC COM 81762P102 196,506 1,103,654 SH   SOLE   1,103,654 0 0
SHOPIFY INC CL A 82509L107 9,692 70,000 SH   SOLE   70,000 0 0
SOGOU INC ADR REPSTG A 83409V104 788 150,000 SH   SOLE   150,000 0 0
SOLARWINDS CORP COM 83417Q105 2,766 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,453,310 12,804,491 SH   SOLE   12,804,491 0 0
STONECO LTD COM CL A G85158106 195,423 10,597,754 SH   SOLE   10,597,754 0 0
SVMK INC COM 78489X103 373,892 30,472,085 SH   SOLE   30,472,085 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 912 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 194,029 17,817,199 SH   SOLE   17,817,199 0 0
SWITCH INC CL A 87105L104 17,290 2,470,000 SH   SOLE   2,470,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 255,814 9,588,243 SH   SOLE   9,588,243 0 0
TENABLE HLDGS INC COM 88025T102 3,329 150,000 SH   SOLE   150,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 68,447 5,177,517 SH   SOLE   5,177,517 0 0
TRANSDIGM GROUP INC COM 893641100 702,564 2,066,000 SH   SOLE   2,066,000 0 0
UXIN LTD ADS 91818X108 92,340 19,000,000 SH   SOLE   19,000,000 0 0
VISA INC COM CL A 92826C839 21,506 163,000 SH   SOLE   163,000 0 0
ZENDESK INC COM 98936J101 211,867 3,629,719 SH   SOLE   3,629,719 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 15,741 994,400 SH   SOLE   994,400 0 0