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 | 16,303,000 | 495,982 | SH | SOLE | 495,982 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 12,980,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 29,700,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 40,642,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 36,480,000 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 29,294,000 | 1,462,482 | SH | SOLE | 1,462,482 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 23,229,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 23,218,000 | 863,126 | SH | SOLE | 863,126 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 41,535,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 36,490,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 32,499,000 | 458,700 | SH | SOLE | 458,700 | 0 | 0 | ||
| VIEWRAY INC | COM | 92672L107 | 17,367,000 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 33,313,000 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | ||