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
ADOBE SYS INC COM 00724F101 14,925 69,070 SH   SOLE   69,070 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 43,017 234,375 SH   SOLE   234,375 0 0
ALPHABET INC CAP STK CL A 02079K305 76,701 73,954 SH   SOLE   73,954 0 0
AMAZON COM INC COM 023135106 8,452 5,840 SH   SOLE   5,840 0 0
APPLE INC COM 037833100 46,860 279,295 SH   SOLE   279,295 0 0
BOOKING HLDGS INC COM 09857L108 36,690 17,636 SH   SOLE   17,636 0 0
CRITEO S A SPONS ADS 226718104 21,565 834,565 SH   SOLE   834,565 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 13,259 284,410 SH   SOLE   284,410 0 0
FACEBOOK INC CL A 30303M102 88,584 554,378 SH   SOLE   554,378 0 0
INTEL CORP COM 458140100 12,062 231,610 SH   SOLE   231,610 0 0
MICROSOFT CORP COM 594918104 22,452 246,000 SH   SOLE   246,000 0 0
NVIDIA CORP COM 67066G104 48,157 207,940 SH   SOLE   207,940 0 0
PAYPAL HLDGS INC COM 70450Y103 13,057 172,100 SH   SOLE   172,100 0 0
QUALCOMM INC COM 747525103 7,242 130,702 SH   SOLE   130,702 0 0
TWITTER INC COM 90184L102 30,642 1,056,250 SH   SOLE   1,056,250 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 28,850 1,735,880 SH   SOLE   1,735,880 0 0
ZILLOW GROUP INC CL A 98954M101 11,943 221,172 SH   SOLE   221,172 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,579 66,515 SH   SOLE   66,515 0 0