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
8X8 INC NEW COM 282914100 90,585 4,950,000 SH   SOLE   90,585 0 0
ADOBE INC COM 00724F101 49,142 149,000 SH   SOLE   49,142 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 745,672 3,515,662 SH   SOLE   745,672 0 0
ALPHABET INC CAP STK CL A 02079K305 142,458 106,360 SH   SOLE   142,458 0 0
AMAZON COM INC COM 023135106 1,130,952 612,040 SH   SOLE   1,130,952 0 0
ANAPLAN INC COM 03272L108 114,882 2,192,400 SH   SOLE   114,882 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,796,926 37,663,500 SH   SOLE   1,796,926 0 0
ATLASSIAN CORP PLC CL A G06242104 181,713 1,510,000 SH   SOLE   181,713 0 0
AVALARA INC COM 05338G106 7,325 100,000 SH   SOLE   7,325 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 13,329 881,575 SH   SOLE   13,329 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,862 100,000 SH   SOLE   1,862 0 0
BILL COM HLDGS INC COM 090043100 3,044 80,000 SH   SOLE   3,044 0 0
CARDLYTICS INC COM 14161W105 28,608 455,100 SH   SOLE   28,608 0 0
CARVANA CO CL A 146869102 452,233 4,912,907 SH   SOLE   452,233 0 0
CERIDIAN HCM HLDG INC COM 15677J108 11,540 170,000 SH   SOLE   11,540 0 0
CHEWY INC CL A 16679L109 23,200 800,000 SH   SOLE   23,200 0 0
CLOUDFLARE INC CL A COM 18915M107 2,986 175,000 SH   SOLE   2,986 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,468 250,000 SH   SOLE   12,468 0 0
DATADOG INC CL A COM 23804L103 17,001 450,000 SH   SOLE   17,001 0 0
DESPEGAR COM CORP ORD SHS G27358103 124,778 9,256,550 SH   SOLE   124,778 0 0
DOCUSIGN INC COM 256163106 22,233 300,000 SH   SOLE   22,233 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 3,388 400,000 SH   SOLE   3,388 0 0
DROPBOX INC CL A 26210C104 3,582 200,000 SH   SOLE   3,582 0 0
DYNATRACE INC COM 268150109 12,650 500,000 SH   SOLE   12,650 0 0
ELASTIC N V ORD SHS N14506104 258,476 4,019,843 SH   SOLE   258,476 0 0
FACEBOOK INC CL A 30303M102 1,707,577 8,319,500 SH   SOLE   1,707,577 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,175 500,000 SH   SOLE   5,175 0 0
FARMLAND PARTNERS INC COM 31154R109 302 44,502 SH   SOLE   302 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 496,921 1,727,100 SH   SOLE   496,921 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 295,587 5,730,659 SH   SOLE   295,587 0 0
HEALTH CATALYST INC COM 42225T107 1,735 50,000 SH   SOLE   1,735 0 0
HUYA INC ADS REP SHS A 44852D108 6,498 362,000 SH   SOLE   6,498 0 0
IQIYI INC SPONSORED ADS 46267X108 21,110 1,000,000 SH   SOLE   21,110 0 0
JD COM INC SPON ADR CL A 47215P106 1,861,918 52,850,366 SH   SOLE   1,861,918 0 0
LINX S A SPONSORED ADS 53619W101 29,346 3,350,000 SH   SOLE   29,346 0 0
LIVONGO HEALTH INC COM 539183103 6,265 250,000 SH   SOLE   6,265 0 0
MASTERCARD INC CL A 57636Q104 186,917 626,000 SH   SOLE   186,917 0 0
MEDALLIA INC COM 584021109 1,556 50,000 SH   SOLE   1,556 0 0
MICROSOFT CORP COM 594918104 1,716,265 10,883,100 SH   SOLE   1,716,265 0 0
MONGODB INC CL A 60937P106 251,546 1,911,300 SH   SOLE   251,546 0 0
NETFLIX INC COM 64110L106 501,857 1,551,000 SH   SOLE   501,857 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 174,702 1,440,841 SH   SOLE   174,702 0 0
NEW RELIC INC COM 64829B100 88,446 1,346,000 SH   SOLE   88,446 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,134 320,000 SH   SOLE   2,134 0 0
PAGERDUTY INC COM 69553P100 3,509 150,000 SH   SOLE   3,509 0 0
PAYPAL HLDGS INC COM 70450Y103 264,800 2,448,000 SH   SOLE   264,800 0 0
PENNEY J C CORP INC COM 708160106 952 850,000 SH   SOLE   952 0 0
PINDUODUO INC SPONSORED ADS 722304102 224,462 5,935,004 SH   SOLE   224,462 0 0
REDFIN CORP COM 75737F108 957 45,273 SH   SOLE   957 0 0
RINGCENTRAL INC CL A 76680R206 556,139 3,297,200 SH   SOLE   556,139 0 0
SALESFORCE COM INC COM 79466L302 120,191 739,000 SH   SOLE   120,191 0 0
SEA LTD SPONSORED ADS 81141R100 336,208 8,359,235 SH   SOLE   336,208 0 0
SERVICENOW INC COM 81762P102 157,450 557,700 SH   SOLE   157,450 0 0
SHOPIFY INC CL A 82509L107 27,831 70,000 SH   SOLE   27,831 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 45,106 2,006,510 SH   SOLE   45,106 0 0
SMARTSHEET INC COM CL A 83200N103 211,380 4,705,700 SH   SOLE   211,380 0 0
SOLARWINDS CORP COM 83417Q105 3,710 200,000 SH   SOLE   3,710 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 520,464 3,480,202 SH   SOLE   520,464 0 0
STONECO LTD COM CL A G85158106 30,678 769,076 SH   SOLE   30,678 0 0
SUNLANDS TECHNOLOGY GROUP ADS 86740P108 771 300,000 SH   SOLE   771 0 0
SUNRUN INC COM 86771W105 411,169 29,773,257 SH   SOLE   411,169 0 0
SVMK INC COM 78489X103 41,083 2,298,995 SH   SOLE   41,083 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 277,770 5,762,873 SH   SOLE   277,770 0 0
TENABLE HLDGS INC COM 88025T102 3,594 150,000 SH   SOLE   3,594 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 31,698 2,700,000 SH   SOLE   31,698 0 0
TRANSDIGM GROUP INC COM 893641100 1,156,960 2,066,000 SH   SOLE   1,156,960 0 0
TWILIO INC CL A 90138F102 187,322 1,906,000 SH   SOLE   187,322 0 0
UBER TECHNOLOGIES INC COM 90353T100 642,824 21,614,787 SH   SOLE   642,824 0 0
VISA INC COM CL A 92826C839 30,628 163,000 SH   SOLE   30,628 0 0
WORKDAY INC CL A 98138H101 45,717 278,000 SH   SOLE   45,717 0 0
XP INC CL A G98239109 7,704 200,000 SH   SOLE   7,704 0 0
ZENDESK INC COM 98936J101 90,423 1,180,000 SH   SOLE   90,423 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 83,458 1,226,600 SH   SOLE   83,458 0 0