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
Alarm.com Holdings, Inc. Common 011642105 465,884 8,116,451 SH   SOLE   8,116,451 0 0
Electronic Arts, Inc. Common* 285512109 271,366 2,252,186 SH   SOLE   2,252,186 0 0
Netflix, Inc. Common** 64110L106 1,322,707 3,535,420 SH   SOLE   3,535,420 0 0
Rapid7, Inc. Common 753422104 38,325 1,038,043 SH   SOLE   1,038,043 0 0
Spotify Technology S.A. Common** 177876291 921,126 5,093,880 SH   SOLE   5,093,880 0 0