The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 103,481 | 1,392,000 | SH | SOLE | 1,392,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 56,221 | 887,321 | SH | SOLE | 887,321 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 128,001 | 1,600,210 | SH | SOLE | 1,600,210 | 0 | 0 | ||
| BRAZE INC | COM CL A | 10576N102 | 28,783 | 826,382 | SH | SOLE | 826,382 | 0 | 0 | ||
| CONX CORP | COM CL A | 212873103 | 39,980 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 80 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 136,040 | 1,896,288 | SH | SOLE | 1,896,288 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 58,102 | 2,867,819 | SH | SOLE | 2,867,819 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 59,053 | 3,544,573 | SH | SOLE | 3,544,573 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 27,184 | 1,229,484 | SH | SOLE | 1,229,484 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | *W EXP 04/01/202 | G54085116 | 22 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | COM | G54085108 | 14,850 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 77,475 | 1,805,527 | SH | SOLE | 1,805,527 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 138,460 | 167,267 | SH | SOLE | 167,267 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 52,379 | 462,138 | SH | SOLE | 462,138 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 211,309 | 897,506 | SH | SOLE | 897,506 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 6,450 | 409,000 | SH | SOLE | 409,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 61,871 | 377,745 | SH | SOLE | 377,745 | 0 | 0 | ||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 19,278 | 714,000 | SH | SOLE | 714,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 65,319 | 3,690,320 | SH | SOLE | 3,690,320 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 70,087 | 1,173,006 | SH | SOLE | 1,173,006 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 9,258 | 339,000 | SH | SOLE | 339,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 177,596 | 4,051,000 | SH | SOLE | 4,051,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 35,259 | 231,629 | SH | SOLE | 231,629 | 0 | 0 | ||