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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,486 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 3,258 | 97,200 | SH | SOLE | 97,200 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 11,943 | 385,886 | SH | SOLE | 385,886 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 14,151 | 214,407 | SH | SOLE | 214,407 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 4,728 | 799,976 | SH | SOLE | 799,976 | 0 | 0 | ||
| HABIT RESTAURANTS INC | COM CL A | 40449J103 | 1,454 | 166,347 | SH | SOLE | 166,347 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 15,076 | 398,197 | SH | SOLE | 398,197 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 5,505 | 177,869 | SH | SOLE | 177,869 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 13,371 | 563,443 | SH | SOLE | 563,443 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 16,734 | 324,498 | SH | SOLE | 324,498 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 20,443 | 586,426 | SH | SOLE | 586,426 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 13,227 | 103,736 | SH | SOLE | 103,736 | 0 | 0 | ||