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 66,992 838,868 SH   SOLE   838,868 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,772 222,145 SH   SOLE   222,145 0 0
APPFOLIO INC COM CL A 03783C100 23,094 565,343 SH   SOLE   565,343 0 0
BLACKLINE INC COM 09239B109 11,142 284,159 SH   SOLE   284,159 0 0
CANNAE HLDGS INC COM 13765N107 47,622 2,525,000 SH   SOLE   2,525,000 0 0
DROPBOX INC COM 26210C104 23,438 750,000 SH   SOLE   750,000 0 0
ETSY INC COM 29786A106 7,548 269,000 SH   SOLE   269,000 0 0
FACEBOOK INC CL A 30303M102 79,809 499,463 SH   SOLE   499,463 0 0
JD COM INC SPON ADR CL A 47215P106 54,202 1,338,647 SH   SOLE   1,338,647 0 0
MERCADOLIBRE INC COM 58733R102 17,820 50,000 SH   SOLE   50,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 22,134 637,868 SH   SOLE   637,868 0 0
NETFLIX INC COM 64110L106 31,089 105,260 SH   SOLE   105,260 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 9,580 250,000 SH   SOLE   250,000 0 0
REDFIN CORP COM 75737F108 47,284 2,071,145 SH   SOLE   2,071,145 0 0
SENDGRID INC COM 816883102 24,456 869,067 SH   SOLE   869,067 0 0
SERVICENOW INC COM 81762P102 68,708 415,277 SH   SOLE   415,277 0 0
SNAP INC CL A 83304A106 1,190 75,000 SH   SOLE   75,000 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 19,945 2,403,000 SH   SOLE   2,403,000 0 0
TWILIO INC CL A 90138F102 109,026 2,855,567 SH   SOLE   2,855,567 0 0