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 |
| ACM RESH INC | COM CL A | 00108J109 | 110,612 | 1,082,102 | SH | SOLE | 1,082,102 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 11,372 | 119,150 | SH | SOLE | 119,150 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 196,408 | 2,091,000 | SH | SOLE | 2,091,000 | 0 | 0 | ||
| AGORA INC | ADS | 00851L103 | 12,420 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 156,338 | 1,020,884 | SH | SOLE | 1,020,884 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 103,626 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 82,966 | 323,000 | SH | SOLE | 323,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 152,300 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 16,967 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 6,269 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 106,641 | 1,027,866 | SH | SOLE | 1,027,866 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 16,425 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 14,250 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CONX CORP | COM CL A | 212873103 | 39,440 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 1,350 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 29,274 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DIDI GLOBAL INC | SPONSORED ADS | 23292E108 | 1,061 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 312,548 | 7,477,213 | SH | SOLE | 7,477,213 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 279,397 | 1,566,739 | SH | SOLE | 1,566,739 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 87,359 | 3,152,615 | SH | SOLE | 3,152,615 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 153,659 | 313,481 | SH | SOLE | 313,481 | 0 | 0 | ||
| IRONSOURCE LTD | CL A ORD SHS | M5R75Y101 | 51,685 | 4,922,338 | SH | SOLE | 4,922,338 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 75,043 | 1,892,628 | SH | SOLE | 1,892,628 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 46,583 | 977,000 | SH | SOLE | 977,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 85,416 | 818,000 | SH | SOLE | 818,000 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | UNIT 04/01/2026 | G54085124 | 15,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 131,025 | 3,750,001 | SH | SOLE | 3,750,001 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 274,618 | 4,708,000 | SH | SOLE | 4,708,000 | 0 | 0 | ||
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 46,466 | 2,235,000 | SH | SOLE | 2,235,000 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 52,208 | 453,000 | SH | SOLE | 453,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 73,539 | 578,953 | SH | SOLE | 578,953 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 6,790 | 71,511 | SH | SOLE | 71,511 | 0 | 0 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 12,353 | 1,415,000 | SH | SOLE | 1,415,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 145,977 | 531,600 | SH | SOLE | 531,600 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 12,750 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 104,676 | 2,418,578 | SH | SOLE | 2,418,578 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 101,156 | 1,484,526 | SH | SOLE | 1,484,526 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 94,770 | 1,699,000 | SH | SOLE | 1,699,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 84,001 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 213,891 | 542,649 | SH | SOLE | 542,649 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 124,615 | 1,811,000 | SH | SOLE | 1,811,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 220,945 | 4,408,329 | SH | SOLE | 4,408,329 | 0 | 0 | ||
| UIPATH INC | CL A | 90364P105 | 16,983 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 8,871 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 19,292 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| ZHIHU INC | ADS | 98955N108 | 10,509 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 101,361 | 829,329 | SH | SOLE | 829,329 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 202,362 | 522,859 | SH | SOLE | 522,859 | 0 | 0 | ||