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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
21VIANET GROUP INCSPONSORED ADR90138A1033,010297,990SH SOLE 297,99000
ALTICE USA INCCL A02156K10368,5723,780,149SH SOLE 3,780,14900
CARVANA COCL A14686910294,7421,603,356SH SOLE 1,603,35600
CHEGG INCCOM163092109188,9116,644,775SH SOLE 6,644,77500
CHINA ONLINE ED GROUPSPONSORED ADR16954L1052,573285,862SH SOLE 285,86200
COUPA SOFTWARE INCCOM22266L106275,3453,480,968SH SOLE 3,480,96800
DOCUSIGN INCCOM25616310612,354235,000SH SOLE 235,00000
DOMO INCCOM CL B25755410528,7841,341,918SH SOLE 1,341,91800
ELLIE MAE INCCOM28849P100132,9681,403,063SH SOLE 1,403,06300
FIVE9 INCCOM33830710164,0311,465,587SH SOLE 1,465,58700
GREENTREE HOSPITALTY GROUP LSPONSORED ADS39579V1008,346657,172SH SOLE 657,17200
HUYA INCADS REP SHS A44852D10820,509869,751SH SOLE 869,75100
IMPINJ INCCOM453204109105,0284,231,582SH SOLE 4,231,58200
MOMO INCADR60879B10751,7961,182,565SH SOLE 1,182,56500
PAGSEGURO DIGITAL LTDCOM CL AG68707101128,3794,639,635SH SOLE 4,639,63500
PHOENIX NEW MEDIA LTDSPONSORED ADS71910C1033,988945,033SH SOLE 945,03300
SCIENTIFIC GAMES CORPCOM80874P109218,9248,619,044SH SOLE 8,619,04400
SWITCH INCCL A87105L10472,7346,734,661SH SOLE 6,734,66100
TENABLE HLDGS INCCOM88025T1021,16630,000SH SOLE 30,00000
UNITI GROUP INCCOM91325V10825,8311,281,923SH SOLE 1,281,92300
VIASAT INCCOM92552V10051,509805,464SH SOLE 805,46400
WIX COM LTDSHSM9806810529,969250,367SH SOLE 250,36700
YY INCADS REPCOM CLA98426T10641,710556,721SH SOLE 556,72100