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 |
| 2U INC | COM | 90214J101 | 142,971 | 4,258,900 | SH | SOLE | 4,258,900 | 0 | 0 | ||
| ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 64,342 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 68,446 | 5,411,523 | SH | SOLE | 5,411,523 | 0 | 0 | ||
| DATTO HLDG CORP | COM | 23821D100 | 76,205 | 3,188,500 | SH | SOLE | 3,188,500 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 85,483 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 36,692 | 272,400 | SH | SOLE | 272,400 | 0 | 0 | ||
| NERDY INC | CL A COM | 64081V109 | 69,680 | 6,975,000 | SH | SOLE | 6,975,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 43,110 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PVH CORPORATION | COM | 693656100 | 20,558 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 129,192 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 58,811 | 1,742,551 | SH | SOLE | 1,742,551 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 33,570 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |