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
Estimated average burden
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
Apollo Global Management Inc CL A 03768E105 43,432 910,335 SH   SOLE NONE 143,585 0 766,750
MercadoLibre Inc COM 58733R102 31,522 55,115 SH   SOLE NONE 9,807 0 45,308
Amazon.com Inc COM 023135106 29,710 16,078 SH   SOLE NONE 3,041 0 13,037
GoDaddy Inc CL A 380237107 26,437 389,233 SH   SOLE NONE 76,907 0 312,326
Netflix Inc COM 64110L106 21,702 67,071 SH   SOLE NONE 0 0 67,071
Spotify Technology SA SHS L8681T102 17,700 118,352 SH   SOLE NONE 54,058 0 64,294
Automatic Data Processing Inc COM 053015103 16,683 97,847 SH   SOLE NONE 0 0 97,847
Select Energy Services Inc CL A 81617J301 6,426 692,412 SH   SOLE NONE 329,731 0 362,681
Forum Energy Technologies Inc COM 34984V100 4,801 2,857,472 SH   SOLE NONE 1,310,470 0 1,547,002
RTI Surgical Holdings Inc COM 74975N105 2,962 1,080,978 SH   SOLE NONE 1,080,978 0 0