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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 35,618 252,788 SH   SOLE   252,788 0 0
CARVANA CO CL A 146869102 9,373 457,904 SH   SOLE   457,904 0 0
CHEGG INC COM 163092109 82,331 6,699,049 SH   SOLE   6,699,049 0 0
CLOUDERA INC COM 18914U100 801 50,000 SH   SOLE   50,000 0 0
COUPA SOFTWARE INC COM 22266L106 34,903 1,204,374 SH   SOLE   1,204,374 0 0
CRITEO S A SPONS ADS 226718104 50,481 1,029,170 SH   SOLE   1,029,170 0 0
ELLIE MAE INC COM 28849P100 119,909 1,090,978 SH   SOLE   1,090,978 0 0
FACEBOOK INC CL A 30303M102 56,715 375,648 SH   SOLE   375,648 0 0
GRUBHUB INC COM 400110102 27,341 627,077 SH   SOLE   627,077 0 0
IMPINJ INC COM 453204109 142,878 2,936,851 SH   SOLE   2,936,851 0 0
MOMO INC ADR 60879B107 11,401 308,462 SH   SOLE   308,462 0 0
MULESOFT INC CL A 625207105 10,992 440,743 SH   SOLE   440,743 0 0
PAYCOM SOFTWARE INC COM 70432V102 166,075 2,427,646 SH   SOLE   2,427,646 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 224,957 8,619,044 SH   SOLE   8,619,044 0 0
SHAKE SHACK INC CL A 819047101 34,053 976,303 SH   SOLE   976,303 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,981 399,043 SH   SOLE   399,043 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 5,202 219,873 SH   SOLE   219,873 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 67,250 6,374,440 SH   SOLE   6,374,440 0 0
YIRENDAI LTD SPONSORED ADR 98585L100 21,442 857,694 SH   SOLE   857,694 0 0