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 |
| CRITEO S A | SPONS ADR | 226718104 | 47,472,000 | 2,539,981 | SH | SOLE | 0 | 2,539,981 | 0 | 0 | |
| 2U INC | COM | 90214J101 | 17,908,000 | 1,100,000 | SH | SOLE | 0 | 1,100,000 | 0 | 0 | |
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 46,778,000 | 4,371,865 | SH | SOLE | 0 | 4,371,865 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 10,776,000 | 1,200,000 | SH | SOLE | 0 | 1,200,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 19,800,000 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| CHILDRENS PL INC | COM | 168905107 | 53,893,000 | 700,000 | SH | SOLE | 0 | 700,000 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 38,903,000 | 1,750,000 | SH | SOLE | 0 | 1,750,000 | 0 | 0 | |
| FTI CONSULTING INC | COM | 302941109 | 34,447,000 | 325,000 | SH | SOLE | 0 | 325,000 | 0 | 0 | |
| TENABLE HLDS INC | COM | 88025T102 | 16,114,000 | 720,026 | SH | SOLE | 0 | 720,026 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 48,015,000 | 8,250,000 | SH | SOLE | 0 | 8,250,000 | 0 | 0 | |