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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,717 | 153,783 | SH | SOLE | 153,783 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 24,202 | 366,702 | SH | SOLE | 366,702 | 0 | 0 | ||
| CISION LTD | SHS | G1992S109 | 8,397 | 1,091,906 | SH | SOLE | 1,091,906 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 31,825 | 482,341 | SH | SOLE | 482,341 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 35,392 | 5,869,292 | SH | SOLE | 5,869,292 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 11,006 | 343,951 | SH | SOLE | 343,951 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 24,653 | 162,605 | SH | SOLE | 162,605 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 31,480 | 319,202 | SH | SOLE | 319,202 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 15,158 | 470,439 | SH | SOLE | 470,439 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 24,904 | 804,642 | SH | SOLE | 804,642 | 0 | 0 | ||