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
Amazon com Inc COM 023135106 32,225 16,528 SH   SOLE NONE 3,041 0 13,487
Apollo Global Management Inc CL A 03768E105 29,953 894,131 SH   SOLE NONE 137,971 0 756,160
GoDaddy Inc CL A 380237107 24,550 429,871 SH   SOLE NONE 76,907 0 352,964
Automatic Data Processing Inc COM 053015103 23,667 173,156 SH   SOLE NONE 28,488 0 144,668
MercadoLibre Inc COM 58733R102 20,394 41,742 SH   SOLE NONE 7,063 0 34,679
Spotify Technology SA SHS L8681T102 14,373 118,352 SH   SOLE NONE 54,058 0 64,294
Select Energy Services Inc CL A 81617J301 2,236 692,412 SH   SOLE NONE 329,731 0 362,681
RTI Surgical Holdings Inc COM 74975N105 1,849 1,080,978 SH   SOLE NONE 1,080,978 0 0
Forum Energy Technologies Inc COM 34984V100 507 2,857,472 SH   SOLE NONE 1,310,470 0 1,547,002