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
OMB APPROVAL
OMB Number: 3235-0006
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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