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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGORA INC ADS 00851L103   3,091,900 70,000 SH   SOLE   0 0 70,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   283,646 1,315 SH   SOLE   1,315 0 0
ALPHABET INC CAP STK CL C 02079K107   285,549 202 SH   SOLE   202 0 0
AMAZON COM INC COM 023135106   12,508,490 4,534 SH   SOLE   350 0 4,184
APPLE INC COM 037833100   322,848 885 SH   SOLE   885 0 0
DOCUSIGN INC COM 256163106   10,984,587 63,786 SH   SOLE   0 0 63,786
EVOFEM BIOSCIENCES INC COM 30048L302   14,150 5,000 SH   SOLE   5,000 0 0
FACEBOOK INC CL A 30303M102   10,935,918 48,161 SH   SOLE   0 0 48,161
FIREEYE INC COM 31816Q101   1,278,885 105,868 SH   SOLE   0 0 105,868
FULGENT GENETICS INC COM 359664109   38,800 2,425 SH   SOLE   2,425 0 0
FORRESTER RESH INC COM 346563109   567,108 17,700 SH   SOLE   0 0 17,700
HUBSPOT INC COM 443573100   11,817,188 52,673 SH   SOLE   0 0 52,673
INVITAE CORP COM 46185L103   50,584 1,670 SH   SOLE   1,670 0 0
LIVERAMP HLDGS INC COM 53815P108   16,804,784 395,686 SH   SOLE   0 0 395,686
LIVONGO HEALTH INC COM 539183103   21,311,252 283,432 SH   SOLE   14,850 0 268,582
MATCH GROUP INC COM 57665R106   1,466,585 13,700 SH   SOLE   0 0 13,700
MERCADOLIBRE INC COM 58733R102   637,793 647 SH   SOLE   0 0 647
MICROSOFT CORP COM 594918104   2,004,574 9,850 SH   SOLE   0 0 9,850
NEUROCRINE BIOSCIENCES INC COM 64125C109   70,760 580 SH   SOLE   580 0 0
NIO INC SPON ADS 62914V106   342,961 44,425 SH   SOLE   44,425 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,664,179 5,373 SH   SOLE   0 0 5,373
PAYLOCITY HLDG CORP COM 70438V106   2,074,118 14,217 SH   SOLE   0 0 14,217
PINDUODUO INC SPONSORED ADS 722304102   6,605,045 76,946 SH   SOLE   0 0 76,946
RINGCENTRAL INC CL A 76680R206   2,042,097 7,165 SH   SOLE   0 0 7,165
RUBICON PROJ INC COM 78112V102   373,683 55,857 SH   SOLE   0 0 55,857
SALESFORCE COM INC COM 79466L302   584,282 3,119 SH   SOLE   0 0 3,119
SEA LTD SPONSORED ADS 81141R100   27,720,897 258,494 SH   SOLE   2,425 0 256,069
SERVICENOW INC COM 81762P102   1,053,156 2,600 SH   SOLE   0 0 2,600
SHOPIFY INC CL A 82509L107   949,200 1,000 SH   SOLE   0 0 1,000
SLACK TECHNOLOGIES INC COM CL A 83088V102   3,002,579 96,577 SH   SOLE   0 0 96,577
SMILEDIRECTCLUB INC CL A COM 83192H106   4,194,015 530,888 SH   SOLE   0 0 530,888
SQUARE INC CL A 852234103   1,046,672 9,974 SH   SOLE   0 0 9,974
SVB FINANCIAL GROUP COM 78486Q101   373,729 1,734 SH   SOLE   0 0 1,734
TAL EDUCATION GROUP SPONSORED ADS 874080104   2,811,444 41,115 SH   SOLE   0 0 41,115
THE TRADE DESK INC COM CL A 88339J105   6,184,898 15,215 SH   SOLE   1,190 0 14,025
THERMO FISHER SCIENTIFIC INC COM 883556102   63,410 175 SH   SOLE   175 0 0
VIPSHOP GOLDING LIMITED SPONSORED ADS A 92763W103   3,187,969 160,119 SH   SOLE   0 0 160,119
XP INC CL A G98239109   28,585,368 680,442 SH   SOLE   0 0 680,442
YOUDAO INC SPONSORED ADS 98741T104   7,312,500 195,000 SH   SOLE   0 0 195,000
ZILLOW GROUP INC CL A 98954M101   10,532,405 183,236 SH   SOLE   0 0 183,236
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   10,456,243 41,241 SH   SOLE   1,780 0 39,461