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
Appfolio Inc. COM CL A 03783C100 16,749 1,381,797 SH   SOLE 0 0 0 1,381,797
LIBERTY GLOBAL PLC SERIES C SHS CL C G5480U120 10,885 289,812 SH   SOLE 0 0 0 289,812
Oasis Petroleum, Inc. COM 674215108 7,269 998,800 SH   SOLE 0 0 0 998,500
Herbalife LTD COM G4412G101 6,895 112,000 SH   SOLE 0 0 0 112,000
CONFIDENTIAL CONFIDENTIAL 000000000 0 0 SH   SOLE 0 0 0 0