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 | 26,501 | 136,266 | SH | SOLE | 136,266 | 0 | 0 | ||
| DINE BRANDS GLOBAL INC | COM | 254423106 | 6,708 | 233,902 | SH | SOLE | 233,902 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 4,798 | 304,246 | SH | SOLE | 304,246 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 34,526 | 259,225 | SH | SOLE | 259,225 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 9,399 | 266,256 | SH | SOLE | 266,256 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 2,276 | 1,300,425 | SH | SOLE | 1,300,425 | 0 | 0 | ||
| RUTHS HOSPITALITY GROUP INC | COM | 783332109 | 3,344 | 500,632 | SH | SOLE | 500,632 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 27,557 | 621,917 | SH | SOLE | 621,917 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 29,015 | 101,246 | SH | SOLE | 101,246 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 32,391 | 256,600 | SH | SOLE | 256,600 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 31,163 | 594,947 | SH | SOLE | 594,947 | 0 | 0 | ||