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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 26,010 | 437,286 | SH | SOLE | 437,286 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 15,116 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 596 | 28,100 | SH | SOLE | 28,100 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 19,143 | 16,475 | SH | SOLE | 16,475 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,373 | 1,730 | SH | SOLE | 1,730 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 4,160 | 792,336 | SH | SOLE | 792,336 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 3,888 | 276,892 | SH | SOLE | 276,892 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 2,840 | 54,556 | SH | SOLE | 54,556 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 31,464 | 249,296 | SH | SOLE | 249,296 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 1,051 | 118,479 | SH | SOLE | 118,479 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 11,137 | 78,677 | SH | SOLE | 78,677 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 5,949 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,861 | 65,080 | SH | SOLE | 65,080 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 503 | 88,800 | SH | SOLE | 88,800 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 575 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 15,061 | 832,109 | SH | SOLE | 832,109 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 11,019 | 109,999 | SH | SOLE | 109,999 | 0 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 1,734 | 29,969 | SH | SOLE | 29,969 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 6,246 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 2,691 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 3,674 | 503,334 | SH | SOLE | 503,334 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 22,893 | 137,250 | SH | SOLE | 137,250 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 8,819 | 154,422 | SH | SOLE | 154,422 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 53,599 | 3,162,161 | SH | SOLE | 3,162,161 | 0 | 0 | ||
| INOGEN INC | COM | 45780L104 | 491 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 1,780 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 10,499 | 97,340 | SH | SOLE | 97,340 | 0 | 0 | ||
| IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 12,250 | 548,582 | SH | SOLE | 548,582 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 24,401 | 307,823 | SH | SOLE | 307,823 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 241 | 5,960 | SH | SOLE | 5,960 | 0 | 0 | ||
| KORN FERRY | COM NEW | 500643200 | 17,165 | 705,802 | SH | SOLE | 705,802 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,178 | 20,150 | SH | SOLE | 20,150 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 4,761 | 219,487 | SH | SOLE | 219,487 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 15,789 | 49,194 | SH | SOLE | 49,194 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 3,011 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 1,982 | 102,536 | SH | SOLE | 102,536 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 737 | 4,495 | SH | SOLE | 4,495 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 21,542 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 849 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PRA HEALTH SCIENCES INC | COM | 69354M108 | 2,605 | 31,365 | SH | SOLE | 31,365 | 0 | 0 | ||
| PROQR THRAPEUTICS N V | SHS EURO | N71542109 | 2,458 | 447,657 | SH | SOLE | 447,657 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 1,434 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 18,297 | 412,921 | SH | SOLE | 412,921 | 0 | 0 | ||
| SONOS INC | COM | 83570H108 | 938 | 110,600 | SH | SOLE | 110,600 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 10,279 | 234,568 | SH | SOLE | 234,568 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 25,878 | 200,933 | SH | SOLE | 200,933 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,620 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 25,676 | 1,045,440 | SH | SOLE | 1,045,440 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 4,630 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 4,503 | 698,206 | SH | SOLE | 698,206 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 1,150 | 69,100 | SH | SOLE | 69,100 | 0 | 0 | ||
| VONAGE HLDGS CORP | COM | 92886T201 | 2,016 | 278,827 | SH | SOLE | 278,827 | 0 | 0 | ||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 33,053 | 194,600 | SH | SOLE | 194,600 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 13,479 | 395,855 | SH | SOLE | 395,855 | 0 | 0 | ||