The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | 52,850 | 275,316 | SH | SOLE | NONE | 131,262 | 0 | 144,054 | |
Constellation Brands Inc | CL A | 21036P108 | 44,036 | 192,657 | SH | SOLE | NONE | 57,437 | 0 | 135,220 | |
Facebook Inc | CL A | 30303M102 | 40,871 | 231,615 | SH | SOLE | NONE | 79,827 | 0 | 151,788 | |
Alphabet Inc | CL A | 02079K305 | 40,256 | 38,215 | SH | SOLE | NONE | 6,007 | 0 | 32,208 | |
Redfin Corp | COM | 75737F108 | 39,102 | 1,248,468 | SH | SOLE | NONE | 1,248,468 | 0 | 0 | |
Forum Energy Technologies Inc | COM | 34984V100 | 36,718 | 2,361,295 | SH | SOLE | NONE | 1,026,956 | 0 | 1,334,339 | |
Priceline Group Inc/The | COM | 741503403 | 32,928 | 18,949 | SH | SOLE | NONE | 3,875 | 0 | 15,074 | |
Ctrip.com International Ltd | ADR | 22943F100 | 29,858 | 677,052 | SH | SOLE | NONE | 348,110 | 0 | 328,942 | |
Twilio Inc | CL A | 90138F102 | 22,520 | 954,242 | SH | SOLE | NONE | 326,874 | 0 | 627,368 | |
Genpact Ltd | SHS | G3922B107 | 9,965 | 313,950 | SH | SOLE | NONE | 313,950 | 0 | 0 | |
Apollo Global Management LLC | CL A | 037612306 | 9,179 | 274,260 | SH | SOLE | NONE | 0 | 0 | 274,260 | |
Okta Inc | CL A | 679295105 | 9,043 | 353,089 | SH | SOLE | NONE | 213,651 | 0 | 139,438 | |
RTI Surgical Inc | COM | 74975N105 | 8,676 | 2,116,072 | SH | SOLE | NONE | 2,116,072 | 0 | 0 | |
Alarm.com Holdings Inc | COM | 011642105 | 938 | 24,846 | SH | SOLE | NONE | 14,907 | 0 | 9,939 | |
Alphabet Inc | CL C | 02079K107 | 846 | 809 | SH | SOLE | NONE | 478 | 0 | 331 |