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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 38,312 180,634 SH   SOLE   180,634 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3,569 100,000 SH   SOLE   100,000 0 0
CARVANA CO CL A 146869102 38,775 421,235 SH   SOLE   421,235 0 0
CISION LTD SHS G1992S109 27,376 2,745,874 SH   SOLE   2,745,874 0 0
GOGO INC COM 38046C109 40,007 6,251,114 SH   SOLE   6,251,114 0 0
HUBSPOT INC COM 443573100 7,774 49,046 SH   SOLE   49,046 0 0
IAC INTERACTIVECORP COM 44919P508 37,616 151,001 SH   SOLE   151,001 0 0
INSPERITY INC COM 45778Q107 49,146 571,204 SH   SOLE   571,204 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 31,822 808,490 SH   SOLE   808,490 0 0
SEA LTD SPONSORED ADS 81141R100 53,257 1,324,132 SH   SOLE   1,324,132 0 0
SERVICENOW INC COM 81762P102 42,184 149,419 SH   SOLE   149,419 0 0