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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 21,958 | 101,800 | SH | SOLE | 101,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 43,589 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 11,482 | 945,000 | SH | SOLE | 945,000 | 0 | 0 | ||
AURORA CANNABIS INC | COM | 05156X884 | 7,777 | 628,849 | SH | SOLE | 628,849 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,814 | 117,800 | SH | SOLE | 117,800 | 0 | 0 | ||
DROPBOX INC | CL A | 26210C104 | 16,328 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 14,998 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ICICI BANK LIMITED | ADR | 45104G104 | 29,823 | 3,210,201 | SH | SOLE | 3,210,201 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 35,414 | 182,300 | SH | SOLE | 182,300 | 0 | 0 | ||
LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 13,372 | 314,200 | SH | SOLE | 314,200 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 17,547 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 30,782 | 358,600 | SH | SOLE | 358,600 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 28,330 | 310,600 | SH | SOLE | 310,600 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 58,371 | 544,300 | SH | SOLE | 544,300 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 21,384 | 297,200 | SH | SOLE | 297,200 | 0 | 0 | ||
TILRAY INC | COM CL 2 | 88688T100 | 7,787 | 1,095,224 | SH | SOLE | 1,095,224 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 6,616 | 180,368 | SH | SOLE | 180,368 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 8,060 | 139,900 | SH | SOLE | 139,900 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 14,843 | 258,233 | SH | SOLE | 258,233 | 0 | 0 | ||
ZUORA INC | COM CL A | 98983V106 | 6,260 | 491,000 | SH | SOLE | 491,000 | 0 | 0 |