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
ARCO PLATFORM LTD COM CL A G04553106 4,185 99,041 SH   DFND 1 99,041 0 0
ARCO PLATFORM LTD COM CL A G04553106 14,251 337,215 SH   DFND 2 337,215 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 12,031 207,534 SH   DFND 1 207,534 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 27,875 480,845 SH   DFND 2 480,845 0 0
NETFLIX INC COM 64110L106 31,538 83,990 SH   DFND 2 83,990 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 10,381 537,023 SH   DFND 1 537,023 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 18,709 967,885 SH   DFND 2 967,885 0 0
SEA LTD SPONSORED ADS 81141R100 7,110 160,455 SH   DFND 1 160,455 0 0
SEA LTD SPONSORED ADS 81141R100 25,169 568,011 SH   DFND 2 568,011 0 0
SQUARE INC CL A 852234103 24,864 474,678 SH   DFND 2 474,678 0 0
T MOBILE US INC COM 872590104 34,491 411,092 SH   DFND 2 411,092 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 7,834 147,089 SH   DFND 1 147,089 0 0