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 |
| ACI WORLDWIDE INC | COM | 004498101 | 19,646 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 19,970 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 6,647 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 20,771 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 18,216 | 801,780 | SH | SOLE | 801,780 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 19,592 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 13,453 | 2,844,259 | SH | SOLE | 2,844,259 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 8,702 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 25,945 | 389,323 | SH | SOLE | 389,323 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 21,431 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 17,402 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 19,650 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||