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

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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
AppFolio Inc. COM CL A 03783C100 27,271 836,547 SH   SOLE 0 836,547 0 0
Liberty Global PLC Series C SHS CL C G5480U120 9,036 289,812 SH   SOLE 0 289,812 0 0
Charter Communications, Inc. CL A New 16119P108 6,319 18,758 SH   SOLE 0 18,758 0 0
Herbalife LTD COM G4412G101 10,343 145,000 SH   SOLE 0 145,000 0 0
Workiva, Inc. COM CL A 98139A105 45,137 2,369,384 SH   SOLE 0 2,369,384 0 0
CONFIDENTIAL CONFIDENTIAL 000000000 0 0 SH   SOLE 0 0 0 0