The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
2U INC | COM | 90214J101 | 143,762 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 62,911 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
ADT INC DEL | COM | 00090Q103 | 27,585 | 2,556,488 | SH | SOLE | 2,556,488 | 0 | 0 | ||
CARS COM INC | COM | 14575E105 | 77,609 | 5,415,842 | SH | SOLE | 5,415,842 | 0 | 0 | ||
DATTO HLDG CORP | COM | 23821D100 | 74,472 | 2,675,000 | SH | SOLE | 2,675,000 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 78,043 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 92,212 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
MEDALLIA INC | COM | 584021109 | 104,625 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 59,368 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 106,476 | 2,575,000 | SH | SOLE | 2,575,000 | 0 | 0 | ||
TPI COMPOSITES INC | COM | 87266J104 | 60,021 | 1,239,600 | SH | SOLE | 1,239,600 | 0 | 0 | ||
VIVINT SMART HOME INC | COM CL A | 928542109 | 19,501 | 1,477,328 | SH | SOLE | 1,477,328 | 0 | 0 |