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 54,273 16,664 SH   SOLE NONE 3,041 0 13,623
GoDaddy Inc CL A 380237107 37,475 451,774 SH   SOLE NONE 76,907 0 374,867
Peloton Interactive Inc CL A 70614W100 36,719 242,021 SH   SOLE NONE 150,913 0 91,108
Talend SA ADS 874224207 21,288 555,234 SH   SOLE NONE 275,034 0 280,200
Microsoft Corp COM 594918104 19,205 86,344 SH   SOLE NONE 17,880 0 68,464
Select Energy Services Inc CL A 81617J301 2,839 692,412 SH   SOLE NONE 329,731 0 362,681
Forum Energy Technologies Inc COM 34984V209 1,699 142,769 SH   SOLE NONE 65,518 0 77,251
Forum Energy Technologies Inc NOTE 34984VAC4 596 8,825 SH   SOLE NONE 0 0 8,825