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
ALTICE USA INC CL A 02156K103 55,236 1,458,574 SH   DFND 1 1,458,574 0 0
ALTICE USA INC CL A 02156K103 16,926 446,952 SH   SOLE   446,952 0 0
ARCO PLATFORM LTD COM CL A G04553106 23,488 661,822 SH   DFND 2 661,822 0 0
NETFLIX INC COM 64110L106 43,875 81,141 SH   DFND 1 81,141 0 0
NETFLIX INC COM 64110L106 13,494 24,956 SH   SOLE   24,956 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 54,614 960,165 SH   DFND 1 960,165 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 46,726 821,480 SH   DFND 2 821,480 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 16,735 294,224 SH   SOLE   294,224 0 0
SEA LTD SPONSORD ADS 81141R100 88,838 446,312 SH   DFND 1 446,312 0 0
SEA LTD SPONSORD ADS 81141R100 53,073 266,630 SH   DFND 2 266,630 0 0
SEA LTD SPONSORD ADS 81141R100 27,323 137,268 SH   SOLE   137,268 0 0
SQUARE INC CL A 852234103 76,564 351,791 SH   DFND 1 351,791 0 0
SQUARE INC CL A 852234103 23,548 108,197 SH   SOLE   108,197 0 0
T-MOBILE US INC COM 872590104 45,768 339,398 SH   DFND 1 339,398 0 0
T-MOBILE US INC COM 872590104 14,025 104,002 SH   SOLE   104,002 0 0