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
ALTICE USA INCCL A02156K10328,1661,083,303SH DFND11,083,30300
ALTICE USA INCCL A02156K1038,663333,181SH SOLE 333,18100
ARCO PLATFORM LTDCOM CL AG0455310616,924414,402SH DFND1414,40200
ARCO PLATFORM LTDCOM CL AG045531069,311227,994SH DFND2227,99400
ARCO PLATFORM LTDCOM CL AG045531065,205127,454SH SOLE 127,45400
GDS HLDGS LTDSPONSORED ADS36165L10845,260553,098SH DFND1553,09800
GDS HLDGS LTDSPONSORED ADS36165L10827,016330,145SH DFND2330,14500
GDS HLDGS LTDSPONSORED ADS36165L10813,920170,111SH SOLE 170,11100
NETFLIX INCCOM64110L10640,57381,141SH DFND181,14100
NETFLIX INCCOM64110L10612,47924,956SH SOLE 24,95600
PAGSEGURO DIGITAL LTDCOM CL AG6870710134,443913,372SH DFND1913,37200
PAGSEGURO DIGITAL LTDCOM CL AG6870710129,036769,980SH DFND2769,98000
PAGSEGURO DIGITAL LTDCOM CL AG6870710110,953280,917SH SOLE 280,91700
SEA LTDSPONSORD ADS81141R10068,750446,312SH DFND1446,31200
SEA LTDSPONSORD ADS81141R10038,677251,085SH DFND2251,08500
SEA LTDSPONSORD ADS81141R10021,145137,268SH SOLE 137,26800
SQUARE INCCL A85223410357,184351,791SH DFND1351,79100
SQUARE INCCL A85223410317,587108,197SH SOLE 108,19700
T-MOBILE US INCCOM87259010436,309317,498SH DFND1317,49800
T-MOBILE US INCCOM87259010410,78094,267SH SOLE 94,26700