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 |
| CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 27,620 | 748,300 | SH | SOLE | 748,300 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 45,570 | 1,272,900 | SH | SOLE | 1,272,900 | 0 | 0 | ||
| BAOZUN INC | SPONSORED ADR | 06684L103 | 32,608 | 654,000 | SH | SOLE | 654,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 66,567 | 1,771,800 | SH | SOLE | 1,771,800 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 50,089 | 295,600 | SH | SOLE | 295,600 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 80,731 | 835,900 | SH | SOLE | 835,900 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 51,531 | 215,800 | SH | SOLE | 215,800 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 14,020 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 9,083 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 25,438 | 656,800 | SH | SOLE | 656,800 | 0 | 0 | ||