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
ALTICE USA INC CL A 02156K103 30,117 1,629,725 SH   SOLE   1,629,725 0 0
CARVANA CO CL A 146869102 29,864 1,302,413 SH   SOLE   1,302,413 0 0
CHEGG INC COM 163092109 139,755 6,764,536 SH   SOLE   6,764,536 0 0
CHINA ONLINE ED GROUP SPONSORED ADR 16954L105 2,779 285,862 SH   SOLE   285,862 0 0
COUPA SOFTWARE INC COM 22266L106 154,299 3,382,275 SH   SOLE   3,382,275 0 0
CRITEO S A SPONS ADS 226718104 22,677 877,593 SH   SOLE   877,593 0 0
ELLIE MAE INC COM 28849P100 102,978 1,120,054 SH   SOLE   1,120,054 0 0
IMPINJ INC COM 453204109 55,095 4,231,582 SH   SOLE   4,231,582 0 0
IQIYI INC SPONSORED ADS 46267X108 4,665 300,000 SH   SOLE   300,000 0 0
MOMO INC ADR 60879B107 19,624 524,998 SH   SOLE   524,998 0 0
MULESOFT INC CL A 625207105 86,613 1,969,371 SH   SOLE   1,969,371 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 43,685 1,139,996 SH   SOLE   1,139,996 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 4,111 945,033 SH   SOLE   945,033 0 0
SCIENTIFIC GAMES CORP COM 80874P109 358,552 8,619,044 SH   SOLE   8,619,044 0 0
SHAKE SHACK INC CL A 819047101 32,649 784,271 SH   SOLE   784,271 0 0
SWITCH INC CL A 87105L104 13,957 877,237 SH   SOLE   877,237 0 0
UNITI GROUP INC COM 91325V108 36,331 2,235,736 SH   SOLE   2,235,736 0 0
VIASAT INC COM 92552V100 33,160 504,558 SH   SOLE   504,558 0 0
YIRENDAI LTD SPONSORED ADR 98585L100 52,145 1,296,169 SH   SOLE   1,296,169 0 0