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
Alphabet Inc CL A 02079K305 29,857 28,572 SH   SOLE NONE 2,577 0 25,995
Booking Holdings Inc COM 09857L108 27,326 15,865 SH   SOLE NONE 1,981 0 13,884
Facebook Inc CL A 30303M102 24,826 189,383 SH   SOLE NONE 53,292 0 136,091
Apollo Global Management LLC CL A 037612306 23,183 944,701 SH   SOLE NONE 211,107 0 733,594
Spotify Technology SA SHS L8681T102 23,103 203,553 SH   SOLE NONE 124,179 0 79,374
Amazon.com Inc COM 023135106 21,361 14,222 SH   SOLE NONE 4,708 0 9,514
MercadoLibre Inc COM 58733R102 21,025 71,794 SH   SOLE NONE 19,553 0 52,241
Netflix Inc COM 64110L106 17,952 67,071 SH   SOLE NONE 0 0 67,071
Okta Inc CL A 679295105 17,101 268,043 SH   SOLE NONE 93,502 0 174,541
Forum Energy Technologies Inc COM 34984V100 9,752 2,361,295 SH   SOLE NONE 1,026,956 0 1,334,339
Select Energy Services Inc CL A 81617J301 4,376 692,412 SH   SOLE NONE 329,731 0 362,681
RTI Surgical Inc COM 74975N105 4,000 1,080,978 SH   SOLE NONE 1,080,978 0 0
Alphabet Inc CL C 02079K107 838 809 SH   SOLE NONE 478 0 331
Smartsheet Inc CL A 83200N103 160 159,956 SH   SOLE NONE 108,109 0 51,847