The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 9,677 | 278,969 | SH | SOLE | 278,969 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 6,900 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 3,481 | 115,700 | SH | SOLE | 115,700 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 8,072 | 126,507 | SH | SOLE | 126,507 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 8,733 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 6,742 | 296,600 | SH | SOLE | 296,600 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 10,592 | 69,814 | SH | SOLE | 69,814 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 6,236 | 72,200 | SH | SOLE | 72,200 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 13,516 | 205,103 | SH | SOLE | 205,103 | 0 | 0 | ||
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 8,449 | 300,562 | SH | SOLE | 300,562 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 8,298 | 81,482 | SH | SOLE | 81,482 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 11,363 | 83,590 | SH | SOLE | 83,590 | 0 | 0 | ||