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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,726 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 91,592 | 52,763 | SH | SOLE | 52,763 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 19,664 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 68,959 | 529,149 | SH | SOLE | 529,149 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 25,478 | 1,364,671 | SH | SOLE | 1,364,671 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 37,441 | 4,333,407 | SH | SOLE | 4,333,407 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 39,838 | 993,956 | SH | SOLE | 993,956 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 4,948 | 2,945,430 | SH | SOLE | 2,945,430 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 41,632 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 94,725 | 2,319,428 | SH | SOLE | 2,319,428 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 42,066 | 154,900 | SH | SOLE | 154,900 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 73,694 | 1,031,553 | SH | SOLE | 1,031,553 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 74,638 | 536,850 | SH | SOLE | 536,850 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 79,965 | 298,800 | SH | SOLE | 298,800 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 36,825 | 1,392,234 | SH | SOLE | 1,392,234 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 153,953 | 4,974,243 | SH | SOLE | 4,974,243 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 115,893 | 4,883,818 | SH | SOLE | 4,883,818 | 0 | 0 | ||
| SO YOUNG INTERNATIONAL INC | SPONSORED ADS | 83356Q108 | 30,639 | 3,319,545 | SH | SOLE | 3,319,545 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 1,822 | 15,986 | SH | SOLE | 15,986 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 44,456 | 1,278,200 | SH | SOLE | 1,278,200 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 25,239 | 742,761 | SH | SOLE | 742,761 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 5,562 | 248,732 | SH | SOLE | 248,732 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 45,809 | 416,596 | SH | SOLE | 416,596 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 22,445 | 736,625 | SH | SOLE | 736,625 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 42,280 | 245,800 | SH | SOLE | 245,800 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 10,007 | 89,250 | SH | SOLE | 89,250 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 74,798 | 1,051,265 | SH | SOLE | 1,051,265 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 71,757 | 2,049,621 | SH | SOLE | 2,049,621 | 0 | 0 | ||