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 | 52,572 | 3,793,098 | SH | SOLE | 3,793,098 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 124,694 | 8,996,695 | SH | SOLE | 8,996,695 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 90,722 | 4,070,069 | SH | SOLE | 4,070,069 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 113,131 | 3,161,847 | SH | SOLE | 3,161,847 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 9,188 | 316,828 | SH | SOLE | 316,828 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 304,703 | 2,180,657 | SH | SOLE | 2,180,657 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 23,711 | 659,018 | SH | SOLE | 659,018 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 26,910 | 2,707,292 | SH | SOLE | 2,707,292 | 0 | 0 | ||
| DOUYU INTERNATIONAL HLDNGS L | SPONSORED ADS | 25985W105 | 21,579 | 3,366,428 | SH | SOLE | 3,366,428 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 50,431 | 358,126 | SH | SOLE | 358,126 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 322,782 | 5,783,588 | SH | SOLE | 5,783,588 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 17,717 | 548,687 | SH | SOLE | 548,687 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 168,548 | 1,584,689 | SH | SOLE | 1,584,689 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 136,120 | 1,780,276 | SH | SOLE | 1,780,276 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 10,585 | 420,521 | SH | SOLE | 420,521 | 0 | 0 | ||
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 8,338 | 760,080 | SH | SOLE | 760,080 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 102,480 | 2,419,273 | SH | SOLE | 2,419,273 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 44,106 | 2,602,128 | SH | SOLE | 2,602,128 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 73,480 | 4,397,337 | SH | SOLE | 4,397,337 | 0 | 0 | ||
| JOYY INC | ADS REPSTG COM A | 46591M109 | 96,633 | 1,814,366 | SH | SOLE | 1,814,366 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 207,283 | 10,723,400 | SH | SOLE | 10,723,400 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 1,145 | 924,618 | SH | SOLE | 924,618 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 49,987 | 1,387,364 | SH | SOLE | 1,387,364 | 0 | 0 | ||
| REPAY HLDGS CORP | COM CL A | 76029L100 | 54,428 | 3,792,922 | SH | SOLE | 3,792,922 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 83,605 | 8,619,044 | SH | SOLE | 8,619,044 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 17,288 | 211,138 | SH | SOLE | 211,138 | 0 | 0 | ||
| SWITCH INC | CL A | 87105L104 | 132,392 | 9,174,746 | SH | SOLE | 9,174,746 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 74,156 | 3,392,292 | SH | SOLE | 3,392,292 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 8,384 | 1,390,318 | SH | SOLE | 1,390,318 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 14,844 | 231,901 | SH | SOLE | 231,901 | 0 | 0 | ||