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
Amazon.com Inc COM 023135106 52,470 16,664 SH   SOLE NONE 3,041 0 13,623
GoDaddy Inc CL A 380237107 34,321 451,774 SH   SOLE NONE 76,907 0 374,867
Automatic Data Processing Inc COM 053015103 24,154 173,156 SH   SOLE NONE 28,488 0 144,668
Peloton Interactive Inc CL A 70614W100 19,525 196,747 SH   SOLE NONE 105,639 0 91,108
Microsoft Corp COM 594918104 18,161 86,344 SH   SOLE NONE 17,880 0 68,464
Talend SA ADS 874224207 15,391 394,241 SH   SOLE NONE 178,438 0 215,803
Select Energy Services Inc CL A 81617J301 2,659 692,412 SH   SOLE NONE 329,731 0 362,681
Forum Energy Technologies Inc COM 34984V100 1,570 2,857,472 SH   SOLE NONE 1,310,470 0 1,547,002