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
MercadoLibre Inc COM 58733R102 44,440 72,642 SH   SOLE NONE 19,553 0 53,089
Apollo Global Management LLC CL A 037612306 32,403 944,701 SH   SOLE NONE 211,107 0 733,594
Amazon.com Inc COM 023135106 32,284 17,049 SH   SOLE NONE 4,708 0 12,341
Spotify Technology SA SHS L8681T102 29,764 203,553 SH   SOLE NONE 124,179 0 79,374
GoDaddy Inc CL A 380237107 27,015 385,101 SH   SOLE NONE 119,114 0 265,987
Netflix Inc COM 64110L106 24,637 67,071 SH   SOLE NONE 0 0 67,071
Forum Energy Technologies Inc COM 34984V100 8,076 2,361,295 SH   SOLE NONE 1,026,956 0 1,334,339
Select Energy Services Inc CL A 81617J301 8,039 692,412 SH   SOLE NONE 329,731 0 362,681
RTI Surgical Holdings Inc COM 74975N105 4,594 1,080,978 SH   SOLE NONE 1,080,978 0 0