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 |
| AMAZON COM INC | COM | 023135106 | 96,683 | 51,057 | SH | SOLE | 51,057 | 0 | 0 | ||
| CARBON BLACK INC | COM | 14081R103 | 62,264 | 3,723,921 | SH | SOLE | 3,723,921 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 28,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,122 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 65,081 | 466,060 | SH | SOLE | 466,060 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 45,027 | 503,550 | SH | SOLE | 503,550 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 83,712 | 4,024,600 | SH | SOLE | 4,024,600 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 21,446 | 722,089 | SH | SOLE | 722,089 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 69,659 | 1,854,100 | SH | SOLE | 1,854,100 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 8,188 | 2,945,430 | SH | SOLE | 2,945,430 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 57,637 | 264,960 | SH | SOLE | 264,960 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 86,275 | 1,312,962 | SH | SOLE | 1,312,962 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 63,121 | 938,324 | SH | SOLE | 938,324 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 46,732 | 348,850 | SH | SOLE | 348,850 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 111,537 | 303,650 | SH | SOLE | 303,650 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 29,937 | 146,925 | SH | SOLE | 146,925 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 98,847 | 3,631,426 | SH | SOLE | 3,631,426 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 22,899 | 150,920 | SH | SOLE | 150,920 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 159,695 | 4,807,200 | SH | SOLE | 4,807,200 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 198,943 | 5,305,149 | SH | SOLE | 5,305,149 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 53,059 | 1,096,264 | SH | SOLE | 1,096,264 | 0 | 0 | ||
| SO YOUNG INTERNATIONAL INC | SPONSORED ADS | 83356Q108 | 42,823 | 3,082,991 | SH | SOLE | 3,082,991 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 25,798 | 176,436 | SH | SOLE | 176,436 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 10,115 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 71,164 | 521,920 | SH | SOLE | 521,920 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 120,181 | 2,591,221 | SH | SOLE | 2,591,221 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 27,127 | 185,800 | SH | SOLE | 185,800 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 52,687 | 729,630 | SH | SOLE | 729,630 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 86,789 | 2,283,921 | SH | SOLE | 2,283,921 | 0 | 0 | ||