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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,930 202,412 SH   SOLE   202,412 0 0
AMAZON COM INC COM 023135106 20,122 11,300 SH   SOLE   11,300 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 18,104 1,172,528 SH   SOLE   1,172,528 0 0
ELDORADO RESORTS INC COM 28470R102 20,085 430,170 SH   SOLE   430,170 0 0
EVERBRIDGE INC COM 29978A104 12,515 166,848 SH   SOLE   166,848 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 14,700 2,000,000 SH Call SOLE   2,000,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 18,312 513,084 SH   SOLE   513,084 0 0
IQIYI INC SPONSORED ADS 46267X108 5,260 219,920 SH   SOLE   219,920 0 0
PINDUODUO INC SPONSORED ADS 722304102 21,504 867,098 SH   SOLE   867,098 0 0
QTS RLTY TR INC COM CL A 74736A103 13,066 290,420 SH   SOLE   290,420 0 0
SEA LTD SPONSORED ADS 81141R100 33,250 1,413,701 SH   SOLE   1,413,701 0 0
SVMK INC COM 78489X103 19,842 1,089,648 SH   SOLE   1,089,648 0 0
YANDEX N V SHS CLASS A N97284108 3,350 2,000,000 SH Call SOLE   2,000,000 0 0