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 |
| ARCO PLATFORM LTD | COM CL A | G04553106 | 13,866 | 313,701 | SH | SOLE | 313,701 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 27,662 | 646,311 | SH | SOLE | 646,311 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 25,633 | 345,873 | SH | SOLE | 345,873 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 26,268 | 592,961 | SH | SOLE | 592,961 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 26,831 | 557,354 | SH | SOLE | 557,354 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 19,524 | 180,496 | SH | SOLE | 180,496 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 23,657 | 1,269,145 | SH | SOLE | 1,269,145 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 22,031 | 490,459 | SH | SOLE | 490,459 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 26,510 | 1,483,488 | SH | SOLE | 1,483,488 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 24,641 | 250,722 | SH | SOLE | 250,722 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 40,714 | 1,270,324 | SH | SOLE | 1,270,324 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 9,561 | 321,487 | SH | SOLE | 321,487 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 30,548 | 799,484 | SH | SOLE | 799,484 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 963 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 45,263 | 985,256 | SH | SOLE | 985,256 | 0 | 0 | ||