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 |
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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 |
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 1,708 | 283,200 | SH | SOLE | 283,200 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 6,209 | 104,489 | SH | SOLE | 104,489 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 7,796 | 3,796 | SH | SOLE | 3,796 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 3,020 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 5,505 | 60,709 | SH | SOLE | 60,709 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 1,572 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 21,157 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
DESPEGAR COM CORP | ORD SHS | G27358103 | 1,187 | 88,092 | SH | SOLE | 88,092 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 984 | 9,155 | SH | SOLE | 9,155 | 0 | 0 | ||
EVENTBRITE INC | COM CL A | 29975E109 | 4,006 | 198,634 | SH | SOLE | 198,634 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,140 | 10,538 | SH | SOLE | 10,538 | 0 | 0 | ||
HUYA INC | ADS REP SHS A | 44852D108 | 39,354 | 2,192,435 | SH | SOLE | 2,192,435 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 3,863 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 15,648 | 635,048 | SH | SOLE | 635,048 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 16,169 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 210 | 5,960 | SH | SOLE | 5,960 | 0 | 0 | ||
KORN FERRY | COM NEW | 500643200 | 22,703 | 535,450 | SH | SOLE | 535,450 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 4,007 | 93,144 | SH | SOLE | 93,144 | 0 | 0 | ||
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 569 | 49,018 | SH | SOLE | 49,018 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 346 | 10,316 | SH | SOLE | 10,316 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 12,667 | 41,309 | SH | SOLE | 41,309 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 4,952 | 158,400 | SH | SOLE | 158,400 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 12,449 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
PROQR THRAPEUTICS N V | SHS EURO | N71542109 | 4,448 | 448,880 | SH | SOLE | 448,880 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 36,600 | 910,007 | SH | SOLE | 910,007 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 7,061 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 3,480 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TRIP COM GROUP LTD | ADS | 89677Q107 | 1,677 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 5,822 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 9,816 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
VONAGE HLDGS CORP | COM | 92886T201 | 2,066 | 278,827 | SH | SOLE | 278,827 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 13,615 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 10,975 | 252,363 | SH | SOLE | 252,363 | 0 | 0 |