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
17 ED & TECHNOLOGY GROUP INC ADS 81807M106 6,149 480,000 SH   SOLE   480,000 0 0
1LIFE HEALTHCARE INC COM 68269G107 171,545 3,930,000 SH   SOLE   3,930,000 0 0
8X8 INC NEW COM 282914100 310,230 9,000,000 SH   SOLE   9,000,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 36,278 1,750,000 SH   SOLE   1,750,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 83,770 167,500 SH   SOLE   167,500 0 0
AGORA INC ADS 00851L103 68,285 1,726,123 SH   SOLE   1,726,123 0 0
AIRBNB INC COM CL A 009066101 95,420 650,000 SH   SOLE   650,000 0 0
AJAX I UNIT 99/99/9999 G0190X118 24,820 2,000,000 SH   SOLE   2,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,042,179 4,478,062 SH   SOLE   4,478,062 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 23,400 1,800,000 SH   SOLE   1,800,000 0 0
AMAZON COM INC COM 023135106 1,996,808 613,095 SH   SOLE   613,095 0 0
AMERICAN WELL CORP CL A 03044L105 10,132 400,000 SH   SOLE   400,000 0 0
ANAPLAN INC COM 03272L108 92,030 1,280,867 SH   SOLE   1,280,867 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,661,083 33,913,500 SH   SOLE   33,913,500 0 0
ASANA INC CL A 04342Y104 71,495 2,419,454 SH   SOLE   2,419,454 0 0
ATLASSIAN CORP PLC CL A G06242104 576,583 2,465,400 SH   SOLE   2,465,400 0 0
AVALARA INC COM 05338G106 16,489 100,000 SH   SOLE   100,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 86,603 1,350,000 SH   SOLE   1,350,000 0 0
C3 AI INC CL A 12468P104 138,750 1,000,000 SH   SOLE   1,000,000 0 0
CARVANA CO CL A 146869102 1,440,332 6,012,907 SH   SOLE   6,012,907 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 44,326 1,850,000 SH   SOLE   1,850,000 0 0
CLOUDFLARE INC CL A COM 18915M107 13,298 175,000 SH   SOLE   175,000 0 0
COUPA SOFTWARE INC COM 22266L106 225,375 665,000 SH   SOLE   665,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,596,487 7,537,000 SH   SOLE   7,537,000 0 0
DADA NEXUS LTD ADS 23344D108 1,825 50,000 SH   SOLE   50,000 0 0
DATADOG INC CL A COM 23804L103 468,279 4,757,000 SH   SOLE   4,757,000 0 0
DATTO HLDG CORP COM 23821D100 40,500 1,500,000 SH   SOLE   1,500,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 118,576 9,256,550 SH   SOLE   9,256,550 0 0
DOCUSIGN INC COM 256163106 394,138 1,773,000 SH   SOLE   1,773,000 0 0
DOORDASH INC CL A 25809K105 227,829 1,596,000 SH   SOLE   1,596,000 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 4,424 400,000 SH   SOLE   400,000 0 0
DROPBOX INC CL A 26210C104 4,438 200,000 SH   SOLE   200,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 15,155 350,000 SH   SOLE   350,000 0 0
DYNATRACE INC COM NEW 268150109 21,635 500,000 SH   SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104 587,420 4,019,843 SH   SOLE   4,019,843 0 0
FACEBOOK INC CL A 30303M102 1,728,229 6,326,800 SH   SOLE   6,326,800 0 0
FARMLAND PARTNERS INC COM 31154R109 387 44,502 SH   SOLE   44,502 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 176,702 647,662 SH   SOLE   647,662 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 408,319 4,360,516 SH   SOLE   4,360,516 0 0
GOODRX HLDGS INC COM CL A 38246G108 86,529 2,145,000 SH   SOLE   2,145,000 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 156,204 3,020,769 SH   SOLE   3,020,769 0 0
HEALTH CATALYST INC COM 42225T107 2,177 50,000 SH   SOLE   50,000 0 0
HUYA INC ADS REP SHS A 44852D108 7,215 362,000 SH   SOLE   362,000 0 0
INTUIT COM 461202103 84,056 221,287 SH   SOLE   221,287 0 0
JAMF HLDG CORP COM 47074L105 83,141 2,778,778 SH   SOLE   2,778,778 0 0
JD.COM INC SPON ADR CL A 47215P106 4,540,067 51,650,366 SH   SOLE   51,650,366 0 0
JFROG LTD ORD SHS M6191J100 62,830 1,000,000 SH   SOLE   1,000,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 153,850 2,500,000 SH   SOLE   2,500,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 436 10,000 SH   SOLE   10,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 10,091 350,000 SH   SOLE   350,000 0 0
LINX SA SPONSORED ADS 53619W101 23,785 3,350,000 SH   SOLE   3,350,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 258,425 724,000 SH   SOLE   724,000 0 0
MEDALLIA INC COM 584021109 1,661 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 2,644,959 11,891,734 SH   SOLE   11,891,734 0 0
MONGODB INC CL A 60937P106 29,441 82,000 SH   SOLE   82,000 0 0
NCINO INC COM 63947U107 19,913 275,000 SH   SOLE   275,000 0 0
NETFLIX INC COM 64110L106 571,168 1,056,290 SH   SOLE   1,056,290 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 342,541 1,843,500 SH   SOLE   1,843,500 0 0
OAK STR HEALTH INC COM 67181A107 1,529 25,000 SH   SOLE   25,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 1,216 320,000 SH   SOLE   320,000 0 0
OUTSET MED INC COM 690145107 3,126 55,000 SH   SOLE   55,000 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 31,058 750,000 SH   SOLE   750,000 0 0
PAGERDUTY INC COM 69553P100 6,255 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 209,843 896,001 SH   SOLE   896,001 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,192,179 7,857,758 SH   SOLE   7,857,758 0 0
PHOENIX TREE HLDGS LTD SPONSORED ADS 719156101 106,029 36,436,075 SH   SOLE   36,436,075 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,496,808 14,053,066 SH   SOLE   14,053,066 0 0
REDFIN CORP COM 75737F108 2,751 40,087 SH   SOLE   40,087 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 24,500 2,000,000 SH   SOLE   2,000,000 0 0
RINGCENTRAL INC CL A 76680R206 1,260,594 3,326,370 SH   SOLE   3,326,370 0 0
SALESFORCE COM INC COM 79466L302 509,304 2,288,700 SH   SOLE   2,288,700 0 0
SEA LTD SPONSORD ADS 81141R100 1,836,535 9,226,500 SH   SOLE   9,226,500 0 0
SERVICENOW INC COM 81762P102 904,356 1,643,000 SH   SOLE   1,643,000 0 0
SHOPIFY INC CL A 82509L107 219,390 193,816 SH   SOLE   193,816 0 0
SMARTSHEET INC COM CL A 83200N103 24,944 360,000 SH   SOLE   360,000 0 0
SNOWFLAKE INC CL A 833445109 493,462 1,753,597 SH   SOLE   1,753,597 0 0
SOLARWINDS CORP COM 83417Q105 2,990 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,001,882 3,184,013 SH   SOLE   3,184,013 0 0
SQUARE INC CL A 852234103 88,906 408,500 SH   SOLE   408,500 0 0
STONECO LTD COM CL A G85158106 64,265 765,783 SH   SOLE   765,783 0 0
SUMO LOGIC INC COM 86646P103 154,080 5,391,187 SH   SOLE   5,391,187 0 0
SUNRUN INC COM 86771W105 560,123 8,073,257 SH   SOLE   8,073,257 0 0
SVMK INC COM 78489X103 17,856 698,871 SH   SOLE   698,871 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 412,103 5,762,873 SH   SOLE   5,762,873 0 0
TRANSDIGM GROUP INC COM 893641100 1,087,471 1,757,245 SH   SOLE   1,757,245 0 0
TWILIO INC CL A 90138F102 25,286 74,701 SH   SOLE   74,701 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,411,751 27,681,399 SH   SOLE   27,681,399 0 0
VERTEX INC CL A 92538J106 11,326 325,000 SH   SOLE   325,000 0 0
VISA INC COM CL A 92826C839 35,653 163,000 SH   SOLE   163,000 0 0
WORKDAY INC CL A 98138H101 988,978 4,127,450 SH   SOLE   4,127,450 0 0
XP INC CL A G98239109 7,934 200,000 SH   SOLE   200,000 0 0
XPENG INC ADS 98422D105 27,840 650,000 SH   SOLE   650,000 0 0
YALLA GROUP LTD ADS 98459U103 5,016 350,000 SH   SOLE   350,000 0 0
YATSEN HLDG LTD ADS 985194109 97,138 5,714,000 SH   SOLE   5,714,000 0 0
ZENDESK INC COM 98936J101 102,188 714,000 SH   SOLE   714,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 487,418 1,444,973 SH   SOLE   1,444,973 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 7,235 150,000 SH   SOLE   150,000 0 0