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
ADOBE SYS INC COM 00724F101 141,184 523,000 SH   SOLE   523,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,066,164 6,471,010 SH   SOLE   6,471,010 0 0
AMAZON COM INC COM 023135106 2,397,891 1,197,150 SH   SOLE   1,197,150 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,189,308 34,422,807 SH   SOLE   34,422,807 0 0
APPLE INC COM 037833100 231,158 1,024,000 SH   SOLE   1,024,000 0 0
ATLASSIAN CORP PLC CL A G06242104 48,070 500,000 SH   SOLE   500,000 0 0
AUTODESK INC COM 052769106 361,789 2,317,523 SH   SOLE   2,317,523 0 0
AVALARA INC COM 05338G106 3,493 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 23,512 881,575 SH   SOLE   881,575 0 0
BILIBILI INC SPONS ADS REP Z 090040106 78,709 5,838,922 SH   SOLE   5,838,922 0 0
BOOKING HLDGS INC COM 09857L108 1,311,646 661,112 SH   SOLE   661,112 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPONSORED ADS 109199109 24,987 2,016,707 SH   SOLE   2,016,707 0 0
CERIDIAN HCM HLDG INC COM 15677J108 7,145 170,000 SH   SOLE   170,000 0 0
CLOUDERA INC COM 18914U100 883 50,000 SH   SOLE   50,000 0 0
COUPA SOFTWARE INC COM 22266L106 111,927 1,415,000 SH   SOLE   1,415,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 408,232 24,198,687 SH   SOLE   24,198,687 0 0
DOCUSIGN INC COM 256163106 15,771 300,000 SH   SOLE   300,000 0 0
DOMINOS PIZZA INC COM 25754A201 620,760 2,105,700 SH   SOLE   2,105,700 0 0
DROPBOX INC CL A 26210C104 5,366 200,000 SH   SOLE   200,000 0 0
EVENTBRITE INC COM CL A 29975E109 545,411 14,364,271 SH   SOLE   14,364,271 0 0
FACEBOOK INC CL A 30303M102 759,970 4,621,000 SH   SOLE   4,621,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 13,615 500,000 SH   SOLE   500,000 0 0
FARMLAND PARTNERS INC COM 31154R109 298 44,502 SH   SOLE   44,502 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,088,597 62,170,000 SH   SOLE   62,170,000 0 0
FIREEYE INC COM 31816Q101 3,400 200,000 SH   SOLE   200,000 0 0
FITBIT INC CL A 33812L102 2,675 500,000 SH   SOLE   500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 255,409 1,121,000 SH   SOLE   1,121,000 0 0
HUYA INC ADS REP SHS A 44852D108 18,555 786,900 SH   SOLE   786,900 0 0
IQIYI INC SPONSORED ADS 46267X108 27,070 1,000,000 SH   SOLE   1,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,315,084 50,405,659 SH   SOLE   50,405,659 0 0
LENDINGCLUB CORP COM 52603A109 1,067 275,000 SH   SOLE   275,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 134,197 602,833 SH   SOLE   602,833 0 0
MERCADOLIBRE INC COM 58733R102 311,695 915,484 SH   SOLE   915,484 0 0
MICROSOFT CORP COM 594918104 1,498,933 13,106,000 SH   SOLE   13,106,000 0 0
MONGODB INC CL A 60937P106 56,899 697,719 SH   SOLE   697,719 0 0
NETFLIX INC COM 64110L106 807,167 2,157,450 SH   SOLE   2,157,450 0 0
NETSHOES CAYMAN LTD COM G6455X107 20,746 8,865,903 SH   SOLE   8,865,903 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 225,805 3,051,008 SH   SOLE   3,051,008 0 0
OKTA INC CL A 679295105 4,222 60,000 SH   SOLE   60,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,854 320,000 SH   SOLE   320,000 0 0
PENNEY J C INC COM 708160106 1,411 850,000 SH   SOLE   850,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 34,177 1,300,000 SH   SOLE   1,300,000 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 25,454 1,300,000 SH   SOLE   1,300,000 0 0
PURE STORAGE INC CL A 74624M102 25,950 1,000,000 SH   SOLE   1,000,000 0 0
PUXIN LTD ADS 74704P108 6,118 700,000 SH   SOLE   700,000 0 0
REDFIN CORP COM 75737F108 43,993 2,352,575 SH   SOLE   2,352,575 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 112,632 1,900,000 SH   SOLE   1,900,000 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 5,915 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 374,993 2,358,000 SH   SOLE   2,358,000 0 0
SEA LTD ADR 81141R100 158,506 11,461,000 SH   SOLE   11,461,000 0 0
SERVICENOW INC COM 81762P102 321,831 1,645,100 SH   SOLE   1,645,100 0 0
SHOPIFY INC CL A 82509L107 11,512 70,000 SH   SOLE   70,000 0 0
SOGOU INC ADR REPSTG A 83409V104 1,115 150,000 SH   SOLE   150,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,315,051 12,802,361 SH   SOLE   12,802,361 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 1,815 300,000 SH   SOLE   300,000 0 0
SUNRUN INC COM 86771W105 185,229 14,889,802 SH   SOLE   14,889,802 0 0
SVMK INC COM 78489X103 488,468 30,472,085 SH   SOLE   30,472,085 0 0
SWITCH INC CL A 87105L104 26,676 2,470,000 SH   SOLE   2,470,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 300,850 11,701,661 SH   SOLE   11,701,661 0 0
TENABLE HLDGS INC COM 88025T102 5,832 150,000 SH   SOLE   150,000 0 0
TRANSDIGM GROUP INC COM 893641100 686,521 1,844,000 SH   SOLE   1,844,000 0 0
TWILIO INC CL A 90138F102 88,868 1,030,000 SH   SOLE   1,030,000 0 0
TWITTER INC COM 90184L102 195,304 6,862,402 SH   SOLE   6,862,402 0 0
UXIN LTD ADS 91818X108 174,177 25,651,922 SH   SOLE   25,651,922 0 0
VISA INC COM CL A 92826C839 119,021 793,000 SH   SOLE   793,000 0 0
ZENDESK INC COM 98936J101 223,153 3,143,000 SH   SOLE   3,143,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 16,477 994,400 SH   SOLE   994,400 0 0