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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>13052</value>
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      <Sole>67111</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>ALTICE USA INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>02156K103</cusip>
    <value>8821</value>
    <shrsOrPrnAmt>
      <sshPrnamt>395736</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>395736</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>15052</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7720</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7720</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AVALARA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05338G106</cusip>
    <value>4792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64233</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64233</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ELDORADO RESORTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28470R102</cusip>
    <value>1732</value>
    <shrsOrPrnAmt>
      <sshPrnamt>120294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>120294</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GDS HLDGS LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>36165L108</cusip>
    <value>6006</value>
    <shrsOrPrnAmt>
      <sshPrnamt>103600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>103600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RINGCENTRAL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>76680R206</cusip>
    <value>4959</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23400</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEA LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>81141R100</cusip>
    <value>4513</value>
    <shrsOrPrnAmt>
      <sshPrnamt>101846</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>101846</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SMARTSHEET INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>83200N103</cusip>
    <value>9692</value>
    <shrsOrPrnAmt>
      <sshPrnamt>233488</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>233488</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>STAMPS COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>852857200</cusip>
    <value>8221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>63200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAL EDUCATION GROUP</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874080104</cusip>
    <value>4192</value>
    <shrsOrPrnAmt>
      <sshPrnamt>78713</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>78713</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90353T100</cusip>
    <value>9610</value>
    <shrsOrPrnAmt>
      <sshPrnamt>344200</sshPrnamt>
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    <votingAuthority>
      <Sole>344200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ZTO EXPRESS CAYMAN INC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS A</titleOfClass>
    <cusip>98980A105</cusip>
    <value>6925</value>
    <shrsOrPrnAmt>
      <sshPrnamt>261500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>261500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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