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
AMAZON COM INC COM 023135106 25,566 13,501 SH   SOLE   13,501 0 0
ARCO PLATFORM LTD COM CL A G04553106 8,110 185,243 SH   SOLE   185,243 0 0
AZUL S A SPONSR ADR PFD 05501U106 20,656 617,711 SH   SOLE   617,711 0 0
DOCUSIGN INC COM 256163106 25,448 511,920 SH   SOLE   511,920 0 0
ETSY INC COM 29786A106 21,446 349,461 SH   SOLE   349,461 0 0
EVENTBRITE INC COM CL A 29975E109 13,926 859,614 SH   SOLE   859,614 0 0
PAYPAL HLDGS INC COM 70450Y103 27,886 243,630 SH   SOLE   243,630 0 0
PINTEREST INC CL A 72352L106 11,319 415,831 SH   SOLE   415,831 0 0
SMARTSHEET INC COM CL A 83200N103 19,827 409,640 SH   SOLE   409,640 0 0
SVMK INC COM 78489X103 27,152 1,644,588 SH   SOLE   1,644,588 0 0
T MOBILE US INC COM 872590104 25,808 348,094 SH   SOLE   348,094 0 0
TWILIO INC CL A 90138F102 27,382 200,822 SH   SOLE   200,822 0 0
TWITTER INC COM 90184L102 24,308 696,496 SH   SOLE   696,496 0 0
WAITR HLDGS INC COM 930752100 12,550 1,995,300 SH   SOLE   1,995,300 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 25,403 547,599 SH   SOLE   547,599 0 0