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
2U INC COM 90214J101 479 12,084 SH   SOLE   12,084 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37,490 347,680 SH   SOLE   347,680 0 0
CHEGG INC COM 163092109 56,540 6,699,049 SH   SOLE   6,699,049 0 0
COUPA SOFTWARE INC COM 22266L106 28,720 1,130,720 SH   SOLE   1,130,720 0 0
CRITEO S A SPONS ADS 226718104 52,042 1,041,052 SH   SOLE   1,041,052 0 0
ELLIE MAE INC COM 28849P100 141,131 1,407,507 SH   SOLE   1,407,507 0 0
FACEBOOK INC CL A 30303M102 113,530 799,228 SH   SOLE   799,228 0 0
IMPINJ INC COM 453204109 88,898 2,936,851 SH   SOLE   2,936,851 0 0
PAYCOM SOFTWARE INC COM 70432V102 162,675 2,828,631 SH   SOLE   2,828,631 0 0
QIWI PLC SPON ADR REP B 74735M108 12,207 711,755 SH   SOLE   711,755 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 202,982 8,582,769 SH   SOLE   8,582,769 0 0
SHAKE SHACK INC CL A 819047101 32,609 976,303 SH   SOLE   976,303 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 33,097 2,121,621 SH   SOLE   2,121,621 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 7,246 556,077 SH   SOLE   556,077 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 145,529 10,909,199 SH   SOLE   10,909,199 0 0
YIRENDAI LTD SPONSORED ADR 98585L100 9,223 367,605 SH   SOLE   367,605 0 0