The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
58 COM INC SPON ADR REP A 31680Q104 62,056 1,302,054 SH   SOLE   1,302,054 0 0
ALARM COM HLDGS INC COM 011642105 17,885 619,723 SH   SOLE   619,723 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 38,923 367,923 SH   SOLE   367,923 0 0
APPFOLIO INC COM CL A 03783C100 39,995 2,057,344 SH   SOLE   2,057,344 0 0
AT HOME GROUP INC COM 04650Y100 7,575 500,000 SH   SOLE   500,000 0 0
ATLASSIAN CORP PLC CL A G06242104 3,548 118,400 SH   SOLE   118,400 0 0
CTRIP COM INTERNATIONAL LTD AMERICAN DEP SHS 22943f100 18,848 404,721 SH   SOLE   404,721 0 0
E L F BEAUTY INC COM 26856L103 8,577 305,000 SH   SOLE   305,000 0 0
EVERBRIDGE INC COM 29978A104 33,331 1,976,950 SH   SOLE   1,976,950 0 0
FACEBOOK INC CL A 30303M102 1,154 9,000 SH   SOLE   9,000 0 0
JD COM INC SPON ADR CL A 47215P106 46,357 1,776,794 SH   SOLE   1,776,794 0 0
LIBERTY GLOBAL PLC COM SER C 530307305 14,980 209,571 SH   SOLE   209,571 0 0
LPL FINL HLDGS INC COM 50212V100 53,548 1,790,312 SH   SOLE   1,790,312 0 0
MINDBODY INC COM CL A 60255W105 1,475 75,000 SH   SOLE   75,000 0 0
NETFLIX INC COM 64110L106 26,443 268,324 SH   SOLE   268,324 0 0
SERVICENOW INC COM 81762P102 27,182 343,427 SH   SOLE   343,427 0 0
SQUARE INC CL A 852234103 41,091 3,524,100 SH   SOLE   3,524,100 0 0