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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
21VIANET GROUP INCSPONSORED ADS A90138A10350,8522,195,703SH SOLE 2,195,70300
ACTIVISION BLIZZARD INCCOM00507V1095,55868,662SH SOLE 68,66200
ADVANCED MICRO DEVICES INCCOM007903107108,8831,328,000SH SOLE 1,328,00000
AGORA INCADS00851L1038,596200,000SH SOLE 200,00000
ANGI HOMESERVICES INCCOM CL A00183L10219,3321,742,390SH SOLE 1,742,39000
ASML HOLDING N VN Y REGISTRY SHSN0705921051,329139,000SH SOLE 139,00000
AVALARA INCCOM05338G10619,738155,000SH SOLE 155,00000
BILIBILI INCSPONS ADS REP Z09004010629,612711,831SH SOLE 711,83100
CAESARS ENTERTAINMENT INC NECOM12769G10077,3071,379,000SH SOLE 1,379,00000
CROWDSTRIKE HLDGS INCCL A22788C10529,826217,201SH SOLE 217,20100
DISH NETWORK CORPORATIONCL A25470M109187,7436,467,213SH SOLE 6,467,21300
DYNATRACE INCCOM NEW26815010955,6791,357,360SH SOLE 1,357,36000
EXPEDIA GROUP INCCOM NEW30212P303113,0261,232,698SH SOLE 1,232,69800
GDS HLDGS LTDSPONSORED ADS36165L1087,12487,063SH SOLE 87,06300
JD.COM INCSPON ADR CL A47215P10686,7981,118,393SH SOLE 1,118,39300
KE HLDGS INCSPONSORED ADS4824971044,47873,049SH SOLE 73,04900
LAMAR ADVERTISING CO NEWCL A51281610928,174425,775SH SOLE 425,77500
LEGEND BIOTECH CORPSPONSORED ADS52490G1026,267203,000SH SOLE 203,00000
LI AUTO INCSPONSORED ADS50202M10260,8923,501,530SH SOLE 3,501,53000
LIVE NATION ENTERTAINMENT INCOM53803410938,043706,062SH SOLE 706,06200
LIVEPERSON INCCOM53814610132,858632,000SH SOLE 632,00000
LYFT INCCL A COM55087P10437,3031,354,000SH SOLE 1,354,00000
MARVELL TECHNOLOGY GROUP LTDORDG5876H10594,3732,377,150SH SOLE 2,377,15000
MATCH GROUP INC NEWCOM57667L10782,982749,949SH SOLE 749,94900
NIO INCSPON ADS62914V106106,1005,000,000SH SOLE 5,000,00000
OUTFRONT MEDIA INCCOM69007J10643,9973,023,849SH SOLE 3,023,84900
PENN NATL GAMING INCCOM70756910940,980563,685SH SOLE 563,68500
PINDUODUO INCSPONSORED ADS72230410245,388612,107SH SOLE 612,10700
PINTEREST INCCL A72352L10678,2311,884,631SH SOLE 1,884,63100
SEA LTDSPONSORD ADS81141R10099,356645,000SH SOLE 645,00000
SIX FLAGS ENTMT CORP NEWCOM83001A10238,8251,912,578SH SOLE 1,912,57800
SNOWFLAKE INCCL A83344510931,049123,700SH SOLE 123,70000
SPLUNK INCCOM848637104102,866546,779SH SOLE 546,77900
TAL EDUCATION GROUPSPONSORED ADS8740801044,10654,000SH SOLE 54,00000
TESLA INCCOM88160R1016,54515,257SH SOLE 15,25700
T-MOBILE US INCCOM87259010451,462450,000SH SOLE 450,00000
TWILIO INCCL A90138F10280,057324,000SH SOLE 324,00000
TWITTER INCCOM90184L102100,4372,257,000SH SOLE 2,257,00000
UBER TECHNOLOGIES INCCOM90353T10029,410806,195SH SOLE 806,19500
VAIL RESORTS INCCOM91879Q10964,999303,774SH SOLE 303,77400
XPENG INCADS98422D10527,0141,346,000SH SOLE 1,346,00000
YANDEX N VSHS CLASS AN9728410891,0241,395,000SH SOLE 1,395,00000
ZAI LAB LTDADR98887Q10410,396125,000SH SOLE 125,00000
ZENDESK INCCOM98936J10131,905310,000SH SOLE 310,00000
ZILLOW GROUP INCCL C CAP STK98954M200147,7091,453,974SH SOLE 1,453,97400