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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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
Spotify Technology SA SHS L8681T102 36,808 203,553 SH   SOLE NONE 124,179 0 79,374
Alphabet Inc CL A 02079K305 34,489 28,572 SH   SOLE NONE 2,577 0 25,995
Booking Holdings Inc COM 09857L108 31,476 15,865 SH   SOLE NONE 1,981 0 13,884
Facebook Inc CL A 30303M102 31,146 189,383 SH   SOLE NONE 53,292 0 136,091
Netflix Inc COM 64110L106 25,093 67,071 SH   SOLE NONE 0 0 67,071
Forum Energy Technologies Inc COM 34984V100 24,439 2,361,295 SH   SOLE NONE 1,026,956 0 1,334,339
Apollo Global Management LLC CL A 037612306 23,406 677,448 SH   SOLE NONE 99,405 0 578,043
Okta Inc CL A 679295105 18,860 268,043 SH   SOLE NONE 93,502 0 174,541
Twilio Inc CL A 90138F102 17,473 202,518 SH   SOLE NONE 0 0 202,518
MercadoLibre Inc COM 58733R102 12,690 37,272 SH   SOLE NONE 13,027 0 24,245
Ctrip.com International Ltd ADR 22943F100 12,227 328,942 SH   SOLE NONE 0 0 328,942
Select Energy Services Inc CL A 81617J301 8,198 692,412 SH   SOLE NONE 329,731 0 362,681
RTI Surgical Inc COM 74975N105 4,864 1,080,978 SH   SOLE NONE 1,080,978 0 0
Alphabet Inc CL C 02079K107 966 809 SH   SOLE NONE 478 0 331