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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AppFolio Inc.COM CL A03783C100132,146931,851SH SOLE 931,85100
Liberty Global PLC Series CSHS CL CG5480U1205,951289,812SH SOLE 289,81200
IAC Interactive CorporationCOM44891N1097,03658,737SH SOLE 58,73700
Amazon.com, Inc. COM0231351069,6953,079SH SOLE 3,07900
Smartsheet Inc. COM CL A 83200N10316,056324,879SH SOLE 324,87900
Twilio IncCL A90138F1024,24917,195SH SOLE 17,19500
Transdigm Group Inc. COM8936411006,35413,373SH SOLE 13,37300
CONFIDENTIALCONFIDENTIAL00000000000SH SOLE 000