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

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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
58 COM INC SPON ADR REP A 31680Q104 31,975 484,765 SH   SOLE   484,765 0 0
ALARM COM HLDGS INC COM 011642105 27,225 1,632,199 SH   SOLE   1,632,199 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 65,399 804,710 SH   SOLE   804,710 0 0
APPFOLIO INC COM CL A 03783C100 12,172 833,665 SH   SOLE   833,665 0 0
ATLASSIAN CORP PLC CL A G06242104 24,685 820,641 SH   SOLE   820,641 0 0
ETSY INC COM 29786A106 4,293 519,690 SH   SOLE   519,690 0 0
FRESHPET INC COM 358039105 4,008 472,138 SH   SOLE   472,138 0 0
GODADDY INC CL A 380237107 18,269 569,836 SH   SOLE   569,836 0 0
JD COM INC SPON ADR CL A 47215P106 39,055 1,210,434 SH   SOLE   1,210,434 0 0
LPL FINL HLDGS INC COM 50212V100 25,506 598,023 SH   SOLE   598,023 0 0
QUNAR CAYMAN IS LTD PUT 74906P954 15,822 300,000 SH Put SOLE   300,000 0 0
QUNAR CAYMAN IS LTD SPON ADR CL B 74906P104 29,007 550,000 SH   SOLE   550,000 0 0
SQUARE INC CL A 852234103 33,443 2,554,871 SH   SOLE   2,554,871 0 0