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 |
| ALTICE USA INC | CL A | 02156K103 | 29,248 | 1,714,391 | SH | SOLE | 1,714,391 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 534 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 58,870 | 1,415,133 | SH | SOLE | 1,415,133 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 184,486 | 6,638,571 | SH | SOLE | 6,638,571 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 3,087 | 285,862 | SH | SOLE | 285,862 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 219,900 | 3,533,098 | SH | SOLE | 3,533,098 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 10,920 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 130,473 | 1,256,481 | SH | SOLE | 1,256,481 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 24,364 | 704,783 | SH | SOLE | 704,783 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 7,424 | 410,387 | SH | SOLE | 410,387 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 26,220 | 797,206 | SH | SOLE | 797,206 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 93,560 | 4,231,582 | SH | SOLE | 4,231,582 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 67,337 | 1,547,969 | SH | SOLE | 1,547,969 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 117,906 | 4,248,857 | SH | SOLE | 4,248,857 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 4,016 | 945,033 | SH | SOLE | 945,033 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 423,626 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 6,908 | 104,381 | SH | SOLE | 104,381 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 65,080 | 5,347,615 | SH | SOLE | 5,347,615 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 46,975 | 2,345,214 | SH | SOLE | 2,345,214 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 85,752 | 1,304,806 | SH | SOLE | 1,304,806 | 0 | 0 | ||
| YIRENDAI LTD | SPONSORED ADR | 98585L100 | 11,126 | 524,299 | SH | SOLE | 524,299 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 42,238 | 420,401 | SH | SOLE | 420,401 | 0 | 0 | ||