The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 48,162 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 19,988 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| DADA NEXUS LTD | ADS | 23344D108 | 14,505 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 13,741 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 16,034 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 14,913 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 12,565 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 46,885 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 45,891 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 14,742 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 65,520 | 8,000,000 | SH | Call | SOLE | 8,000,000 | 0 | 0 | |
| ON24 INC | COM | 68339B104 | 13,660 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 29,606 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 39,228 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| SKILLZ INC | COM | 83067L109 | 10,860 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 44,291 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 4,471 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 43,884 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| WM TECHNOLOGY INC | COM | 92971A109 | 7,144 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 40,586 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 39,694 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||