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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 20,833 | 2,674,318 | SH | SOLE | 2,674,318 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 102,149 | 4,238,543 | SH | SOLE | 4,238,543 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 81,740 | 3,356,879 | SH | SOLE | 3,356,879 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 136,713 | 3,542,705 | SH | SOLE | 3,542,705 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 2,155 | 285,862 | SH | SOLE | 285,862 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 347,210 | 2,742,357 | SH | SOLE | 2,742,357 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 70,013 | 2,562,689 | SH | SOLE | 2,562,689 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 134,708 | 1,804,283 | SH | SOLE | 1,804,283 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 73,426 | 821,140 | SH | SOLE | 821,140 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 105,520 | 2,057,330 | SH | SOLE | 2,057,330 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 11,928 | 917,532 | SH | SOLE | 917,532 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 9,711 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 72,128 | 2,918,969 | SH | SOLE | 2,918,969 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 121,108 | 4,231,582 | SH | SOLE | 4,231,582 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 282,071 | 7,238,166 | SH | SOLE | 7,238,166 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 3,197 | 983,560 | SH | SOLE | 983,560 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 72,230 | 3,501,215 | SH | SOLE | 3,501,215 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 4,764 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 170,829 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 16,610 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 99,889 | 7,630,953 | SH | SOLE | 7,630,953 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 72,894 | 2,554,108 | SH | SOLE | 2,554,108 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 13,208 | 1,390,318 | SH | SOLE | 1,390,318 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 110,993 | 781,088 | SH | SOLE | 781,088 | 0 | 0 | ||
| YY INC | SPONSORED ADS A | 98426T106 | 22,478 | 322,548 | SH | SOLE | 322,548 | 0 | 0 | ||