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
Netflix Inc COM 64110L106 62,411 344,149 SH   SOLE NONE 164,078 0 180,071
Facebook Inc CL A 30303M102 39,113 228,905 SH   SOLE NONE 78,233 0 150,672
Constellation Brands Inc CL A 21036P108 38,425 192,657 SH   SOLE NONE 57,437 0 135,220
Alphabet Inc CL A 02079K305 37,211 38,215 SH   SOLE NONE 6,007 0 32,208
Ctrip.com International Ltd ADR 22943F100 35,708 677,052 SH   SOLE NONE 348,110 0 328,942
Priceline Group Inc/The COM 741503403 34,692 18,949 SH   SOLE NONE 3,875 0 15,074
Redfin Corp COM 75737F108 31,321 1,248,346 SH   SOLE NONE 1,248,346 0 0
Forum Energy Technologies Inc COM 34984V100 37,545 2,361,295 SH   SOLE NONE 1,026,956 0 1,334,339
Twilio Inc CL A 90138F102 28,288 947,662 SH   SOLE NONE 326,874 0 620,788
Genpact Ltd SHS G3922B107 16,559 575,950 SH   SOLE NONE 575,950 0 0
RTI Surgical Inc COM 74975N105 10,865 2,387,875 SH   SOLE NONE 2,387,875 0 0
JBG SMITH Properties COM 46590V100 5,791 169,271 SH   SOLE NONE 97,157 0 72,114
Apptio Inc CL A 03835C108 3,726 201,722 SH   SOLE NONE 100,908 0 100,814
Alphabet Inc CL C 02079K107 776 809 SH   SOLE NONE 478 0 331