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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 76,204 | 2,196,703 | SH | SOLE | 2,196,703 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 11,946 | 128,662 | SH | SOLE | 128,662 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 75,880 | 827,390 | SH | SOLE | 827,390 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 19,524 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 75,232 | 42,925 | SH | SOLE | 42,925 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 67,786 | 943,437 | SH | SOLE | 943,437 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 67,793 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 74,605 | 319,000 | SH | SOLE | 319,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 30,529 | 99,984 | SH | SOLE | 99,984 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 38,419 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 34,778 | 1,524,000 | SH | SOLE | 1,524,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 107,150 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 91,723 | 1,235,000 | SH | SOLE | 1,235,000 | 0 | 0 | ||
| CONX CORP | UNIT 10/30/2027 | 212873202 | 41,800 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 49,458 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 230,041 | 7,113,213 | SH | SOLE | 7,113,213 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 349,134 | 1,927,000 | SH | SOLE | 1,927,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 163,209 | 1,232,698 | SH | SOLE | 1,232,698 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 35,484 | 1,538,776 | SH | SOLE | 1,538,776 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 46,913 | 2,609,167 | SH | SOLE | 2,609,167 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 8,153 | 87,063 | SH | SOLE | 87,063 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 91,924 | 242,000 | SH | SOLE | 242,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 65,696 | 747,393 | SH | SOLE | 747,393 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 4,495 | 73,049 | SH | SOLE | 73,049 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 5,716 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 108,113 | 3,750,001 | SH | SOLE | 3,750,001 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 50,780 | 816,000 | SH | SOLE | 816,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 62,969 | 416,492 | SH | SOLE | 416,492 | 0 | 0 | ||
| MCAFEE CORP | COM CL A | 579063108 | 23,366 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 119,837 | 1,594,000 | SH | SOLE | 1,594,000 | 0 | 0 | ||
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 44,652 | 1,692,000 | SH | SOLE | 1,692,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 73,110 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 190,106 | 5,808,312 | SH | SOLE | 5,808,312 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 59,146 | 3,023,849 | SH | SOLE | 3,023,849 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 141,977 | 606,221 | SH | SOLE | 606,221 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 117,787 | 662,953 | SH | SOLE | 662,953 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 69,374 | 1,052,712 | SH | SOLE | 1,052,712 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 96,340 | 484,000 | SH | SOLE | 484,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 61,098 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 31,594 | 419,019 | SH | SOLE | 419,019 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 65,219 | 1,912,578 | SH | SOLE | 1,912,578 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 34,809 | 123,700 | SH | SOLE | 123,700 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 161,091 | 1,919,577 | SH | SOLE | 1,919,577 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 84,088 | 1,211,990 | SH | SOLE | 1,211,990 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 11,942 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 30,990 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 20,328 | 28,807 | SH | SOLE | 28,807 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 141,997 | 1,053,000 | SH | SOLE | 1,053,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 103,243 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 130,313 | 2,555,155 | SH | SOLE | 2,555,155 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 48,397 | 1,119,000 | SH | SOLE | 1,119,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 92,273 | 330,774 | SH | SOLE | 330,774 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 18,677 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 188,726 | 1,453,974 | SH | SOLE | 1,453,974 | 0 | 0 | ||