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
Qualcomm IncEquity7475251034,61339,200SH SOLE 39,20000
Huazhu Group LtdEquity44332N10616,044371,047SH SOLE 371,04700
Ke Holdings IncEquity4824971043,31654,100SH SOLE 54,10000
Amazon.com IncEquity0231351061,574500SH SOLE 50000
Fiverr International LtdEquityM4R82T1068,11058,353SH SOLE 58,35300
StoneCo LtdEquityG851581066,829129,112SH SOLE 129,11200
Dada Nexus LtdEquity23344D1083,097117,019SH SOLE 117,01900
Alibaba Group Holding LtdEquity01609W1022,5758,760SH SOLE 8,76000
Five9 IncEquity3383071014,56535,200SH SOLE 35,20000
Sirius XM Holdings IncEquity82968B10312,9742,420,514SH SOLE 2,420,51400
21Vianet Group IncEquity90138A10313,008561,674SH SOLE 561,67400
ANGI Homeservices IncEquity00183L1023,467312,461SH SOLE 312,46100
Snap IncEquity83304A1066,165236,100SH SOLE 236,10000
Pinterest IncEquity72352L1069,353225,312SH SOLE 225,31200
Mercadolibre IncEquity58733R1025,7435,305SH SOLE 5,30500
Match Group IncEquity57667L1079,44685,366SH SOLE 85,36600
Vipshop Holdings LtdEquity92763W10322,3761,430,707SH SOLE 1,430,70700
Peloton Interactive IncEquity70614W10011,919120,100SH SOLE 120,10000
Cloudflare IncEquity18915M1076,956169,400SH SOLE 169,40000
360 DigiTech IncEquity88557W1013,925328,710SH SOLE 328,71000