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
21VIANET GROUP INC SPONSORED ADS A 90138A103 21,392 923,646 SH   SOLE   923,646 0 0
ACM RESEARCH INC COM CL A 00108J109 16,577 239,902 SH   SOLE   239,902 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,145 38,850 SH   SOLE   38,850 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,227 27,165 SH   SOLE   27,165 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,199 100,000 SH Call SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 54,127 184,118 SH   SOLE   184,118 0 0
ALPHABET INC CAP STK CL A 02079K305 3,764 2,568 SH   SOLE   2,568 0 0
AMAZON COM INC COM 023135106 1,574 500 SH Call SOLE   500 0 0
AMAZON COM INC COM 023135106 9,604 3,050 SH   SOLE   3,050 0 0
AMYRIS INC COM NEW 03236M200 2,044 700,000 SH   SOLE   700,000 0 0
ANAPLAN INC COM 03272L108 6,318 100,962 SH   SOLE   100,962 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 11,125 1,002,725 SH   SOLE   1,002,725 0 0
ASANA INC CL A 04342Y104 2,880 100,000 SH   SOLE   100,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 4,288 1,250,000 SH   SOLE   1,250,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,220 365,053 SH   SOLE   365,053 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,471 16,300 SH   SOLE   16,300 0 0
CALLAWAY GOLF CO COM 131193104 6,317 330,055 SH   SOLE   330,055 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,030 70,000 SH   SOLE   70,000 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 1,623 100,000 SH   SOLE   100,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 24,346 2,705,150 SH   SOLE   2,705,150 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,295 31,276 SH   SOLE   31,276 0 0
DISCOVER FINL SVCS COM 254709108 16,704 289,100 SH   SOLE   289,100 0 0
EVENTBRITE INC COM CL A 29975E109 4,813 443,600 SH   SOLE   443,600 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,781 19,425 SH   SOLE   19,425 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,078 27,700 SH   SOLE   27,700 0 0
FISERV INC COM 337738108 35,717 346,600 SH   SOLE   346,600 0 0
FLYING EAGLE ACQUISITION COR COM 34407Y103 723 59,422 SH   SOLE   59,422 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 5,586 771,516 SH   SOLE   771,516 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 14,950 299,244 SH   SOLE   299,244 0 0
IAC INTERACTIVECORP NEW COM 44891N109 1,580 13,195 SH   SOLE   13,195 0 0
ICICI BANK LIMITED ADR 45104G104 2,802 285,000 SH   SOLE   285,000 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 5,194 1,305,000 SH   SOLE   1,305,000 0 0
JOYY INC ADS REPSTG COM A 46591M109 16,267 201,650 SH   SOLE   201,650 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,018 18,900 SH   SOLE   18,900 0 0
MGIC INVT CORP WIS COM 552848103 1,131 127,600 SH   SOLE   127,600 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 18,934 184,252 SH   SOLE   184,252 0 0
MICRON TECHNOLOGY INC COM 595112103 4,696 100,000 SH Call SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,710 57,700 SH   SOLE   57,700 0 0
MICROSOFT CORP COM 594918104 4,417 21,000 SH   SOLE   21,000 0 0
NOVAVAX INC COM NEW 670002401 32,223 297,400 SH   SOLE   297,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,954 55,720 SH   SOLE   55,720 0 0
ORACLE CORP COM 68389X105 13,015 218,000 SH   SOLE   218,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 43,436 4,572,248 SH   SOLE   4,572,248 0 0
PFIZER INC COM 717081103 13,377 364,500 SH   SOLE   364,500 0 0
RADIAN GROUP INC COM 750236101 1,464 100,200 SH   SOLE   100,200 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 6,131 644,028 SH   SOLE   644,028 0 0
SABRE CORP COM 78573M104 3,002 461,060 SH   SOLE   3,002 0 0
SABRE CORP COM 78573M104 1,302 200,000 SH Call SOLE   200,000 0 0
SEA LTD SPONSORD ADS 81141R100 6,116 39,706 SH   SOLE   39,706 0 0
SNOWFLAKE INC CL A 833445109 6,275 25,000 SH   SOLE   25,000 0 0
SPLUNK INC COM 848637104 2,791 14,837 SH   SOLE   14,837 0 0
SYNCHRONY FINANCIAL COM 87165B103 4,671 178,500 SH   SOLE   178,500 0 0
T-MOBILE US INC COM 872590104 45,527 398,100 SH   SOLE   398,100 0 0
TESLA INC COM 88160R101 4,110 9,580 SH   SOLE   9,580 0 0
TRAVELERS COMPANIES INC COM 89417E109 16,611 153,533 SH   SOLE   153,533 0 0
UNITY SOFTWARE INC COM 91332U101 13,788 157,977 SH   SOLE   157,977 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 36,233 2,092,000 SH   SOLE   2,092,000 0 0
VROOM INC COM 92918V109 3,852 74,398 SH   SOLE   74,398 0 0
YY INC NOTE 1.375% 6/1 98426TAF3 13,492 12,500,000 SH   SOLE   12,500,000 0 0
YY INC NOTE 0.750% 6/1 98426TAD8 8,114 7,500,000 SH   SOLE   7,500,000 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 26,225 10,406,850 SH   SOLE   10,406,850 0 0
ZYNGA INC CL A 98986T108 3,072 336,874 SH   SOLE   336,874 0 0