The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 11,191 | 81,646 | SH | SOLE | 81,646 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,476 | 12,301 | SH | SOLE | 12,301 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 20,961 | 757,001 | SH | SOLE | 757,001 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 20,610 | 514,220 | SH | SOLE | 514,220 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 10,711 | 1,207,582 | SH | SOLE | 1,207,582 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 19,844 | 417,161 | SH | SOLE | 417,161 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 30,028 | 357,088 | SH | SOLE | 357,088 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 24,859 | 2,025,988 | SH | SOLE | 2,025,988 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 36,419 | 572,541 | SH | SOLE | 572,541 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 16,017 | 47,100 | SH | SOLE | 47,100 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 26,796 | 300,072 | SH | SOLE | 300,072 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 39,785 | 1,384,320 | SH | SOLE | 1,384,320 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 17,120 | 1,535,400 | SH | SOLE | 1,535,400 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 25,368 | 256,479 | SH | SOLE | 256,479 | 0 | 0 | ||