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

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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
IAC/InterActivecorp COM 44919P508 19,626 107,225 SH   SOLE   107,225 0 0
XPO Logistics Inc COM 983793100 15,943 279,507 SH   SOLE   279,507 0 0
Blucora Inc COM 095229100 1,998 75,000 SH   SOLE   75,000 0 0
Palo Alto Networks Inc COM 697435105 13,484 71,592 SH   SOLE   71,592 0 0
Gogo Inc COM 38046C109 748 250,000 SH   SOLE   250,000 0 0
Wix.Com Ltd COM M98068105 12,898 142,772 SH   SOLE   142,772 0 0
Hubspot Inc COM 443573100 15,397 122,461 SH   SOLE   122,461 0 0
SHARPSPRING INC COM 820054104 10,240 810,798 SH   SOLE   810,798 0 0
Rapid7 Inc COM 753422104 4,711 151,199 SH   SOLE   151,199 0 0
At Home Group Inc COM 04650Y100 11,880 636,653 SH   SOLE   636,653 0 0
Carvana Co COM 146869102 2,104 64,321 SH   SOLE   64,321 0 0
Carbon Black Inc COM 14081R103 10,100 752,600 SH   SOLE   752,600 0 0