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 |
| AMAZON COM INC | COM | 023135106 | 16,608 | 6,020 | SH | SOLE | 5,900 | 120 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 17,463 | 67,545 | SH | SOLE | 65,845 | 1,700 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 13,127 | 133,625 | SH | SOLE | 130,600 | 3,025 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 2,448 | 25,550 | SH | SOLE | 25,000 | 550 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 439 | 51,250 | SH | SOLE | 50,000 | 1,250 | 0 | ||
| FIVE9 INC | COM | 338307101 | 22,023 | 199,000 | SH | SOLE | 195,000 | 4,000 | 0 | ||
| FUNKO INC | COM CL A | 361008105 | 1,065 | 183,700 | SH | SOLE | 180,000 | 3,700 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 19,627 | 216,800 | SH | SOLE | 200,000 | 16,800 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 7,014 | 142,900 | SH | SOLE | 140,000 | 2,900 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 12,455 | 61,200 | SH | SOLE | 60,000 | 1,200 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 8,545 | 102,100 | SH | SOLE | 100,000 | 2,100 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 4,468 | 102,100 | SH | SOLE | 100,000 | 2,100 | 0 | ||
| OSI SYSTEMS INC | COM | 671044105 | 6,863 | 91,950 | SH | SOLE | 90,000 | 1,950 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 11,690 | 227,700 | SH | SOLE | 223,100 | 4,600 | 0 | ||
| POOL CORPORATION | COM | 73278L105 | 12,628 | 46,450 | SH | SOLE | 45,500 | 950 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 3,877 | 79,500 | SH | SOLE | 77,900 | 1,600 | 0 | ||
| SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 2,635 | 96,950 | SH | SOLE | 95,000 | 1,950 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 1,631 | 127,500 | SH | SOLE | 125,000 | 2,500 | 0 | ||
| TRUECAR INC | COM | 89785L107 | 127 | 49,150 | SH | SOLE | 48,000 | 1,150 | 0 | ||