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 50,852 2,195,703 SH   SOLE   2,195,703 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,558 68,662 SH   SOLE   68,662 0 0
ADVANCED MICRO DEVICES INC COM 007903107 108,883 1,328,000 SH   SOLE   1,328,000 0 0
AGORA INC ADS 00851L103 8,596 200,000 SH   SOLE   200,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 19,332 1,742,390 SH   SOLE   1,742,390 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 51,329 139,000 SH   SOLE   139,000 0 0
AVALARA INC COM 05338G106 19,738 155,000 SH   SOLE   155,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 29,612 711,831 SH   SOLE   711,831 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 77,307 1,379,000 SH   SOLE   1,379,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 29,826 217,201 SH   SOLE   217,201 0 0
DISH NETWORK CORPORATION CL A 25470M109 187,743 6,467,213 SH   SOLE   6,467,213 0 0
DYNATRACE INC COM NEW 268150109 55,679 1,357,360 SH   SOLE   1,357,360 0 0
EXPEDIA GROUP INC COM NEW 30212P303 113,026 1,232,698 SH   SOLE   1,232,698 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 7,124 87,063 SH   SOLE   87,063 0 0
JD.COM INC SPON ADR CL A 47215P106 86,798 1,118,393 SH   SOLE   1,118,393 0 0
KE HLDGS INC SPONSORED ADS 482497104 4,478 73,049 SH   SOLE   73,049 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 28,174 425,775 SH   SOLE   425,775 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 6,267 203,000 SH   SOLE   203,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 60,892 3,501,530 SH   SOLE   3,501,530 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 38,043 706,062 SH   SOLE   706,062 0 0
LIVEPERSON INC COM 538146101 32,858 632,000 SH   SOLE   632,000 0 0
LYFT INC CL A COM 55087P104 37,303 1,354,000 SH   SOLE   1,354,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 94,373 2,377,150 SH   SOLE   2,377,150 0 0
MATCH GROUP INC NEW COM 57667L107 82,982 749,949 SH   SOLE   749,949 0 0
NIO INC SPON ADS 62914V106 106,100 5,000,000 SH   SOLE   5,000,000 0 0
OUTFRONT MEDIA INC COM 69007J106 43,997 3,023,849 SH   SOLE   3,023,849 0 0
PENN NATL GAMING INC COM 707569109 40,980 563,685 SH   SOLE   563,685 0 0
PINDUODUO INC SPONSORED ADS 722304102 45,388 612,107 SH   SOLE   612,107 0 0
PINTEREST INC CL A 72352L106 78,231 1,884,631 SH   SOLE   1,884,631 0 0
SEA LTD SPONSORD ADS 81141R100 99,356 645,000 SH   SOLE   645,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 38,825 1,912,578 SH   SOLE   1,912,578 0 0
SNOWFLAKE INC CL A 833445109 31,049 123,700 SH   SOLE   123,700 0 0
SPLUNK INC COM 848637104 102,866 546,779 SH   SOLE   546,779 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 4,106 54,000 SH   SOLE   54,000 0 0
TESLA INC COM 88160R101 6,545 15,257 SH   SOLE   15,257 0 0
T-MOBILE US INC COM 872590104 51,462 450,000 SH   SOLE   450,000 0 0
TWILIO INC CL A 90138F102 80,057 324,000 SH   SOLE   324,000 0 0
TWITTER INC COM 90184L102 100,437 2,257,000 SH   SOLE   2,257,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 29,410 806,195 SH   SOLE   806,195 0 0
VAIL RESORTS INC COM 91879Q109 64,999 303,774 SH   SOLE   303,774 0 0
XPENG INC ADS 98422D105 27,014 1,346,000 SH   SOLE   1,346,000 0 0
YANDEX N V SHS CLASS A N97284108 91,024 1,395,000 SH   SOLE   1,395,000 0 0
ZAI LAB LTD ADR 98887Q104 10,396 125,000 SH   SOLE   125,000 0 0
ZENDESK INC COM 98936J101 31,905 310,000 SH   SOLE   310,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 147,709 1,453,974 SH   SOLE   1,453,974 0 0