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
TPI COMPOSITES INC COM 87266J104 16,079 561,808 SH   SOLE   561,808 0 0
ARCOSA INC COM 039653100 9,587 313,806 SH   SOLE   313,806 0 0
KIRBY CORP COM 497266106 14,884 198,162 SH   SOLE   198,162 0 0
TALEND S A ADS 874224207 13,173 260,500 SH   SOLE   260,500 0 0
SYMANTEC CORP COM 871503108 17,485 760,562 SH   SOLE   760,562 0 0
SNAP INC CL A 83304A106 8,488 770,221 SH   SOLE   770,221 0 0
FACEBOOK INC CL A 30303M102 6,251 37,500 SH   SOLE   37,500 0 0
SVMK INC COM 78489X103 5,800 318,500 SH   SOLE   318,500 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,222 112,000 SH   SOLE   112,000 0 0
FITBIT INC CL A 33812L102 6,401 1,081,258 SH   SOLE   1,081,258 0 0
TIFFANY & CO NEW COM 886547108 5,372 50,900 SH   SOLE   50,900 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 7,413 258,129 SH   SOLE   258,129 0 0
NUTANIX INC CL A 67059N108 9,401 249,100 SH   SOLE   249,100 0 0
EVENTBRITE INC COM CL A 29975E109 6,882 359,000 SH   SOLE   359,000 0 0
STARS GROUP INC COM 85570W100 3,528 201,499 SH   SOLE   201,499 0 0
MEDICINES CO COM 584688105 4,260 152,400 SH   SOLE   152,400 0 0
TENABLE HLDGS INC COM 88025T102 6,474 204,500 SH   SOLE   204,500 0 0