The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 21,366 | 454,115 | SH | SOLE | 454,115 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 15,387 | 1,319,679 | SH | SOLE | 1,319,679 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 58,380 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 14,047 | 833,665 | SH | SOLE | 833,665 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 16,874 | 1,232,590 | SH | SOLE | 1,232,590 | 0 | 0 | ||
| FOGO DE CHAO INC | COM | 344177100 | 4,726 | 302,938 | SH | SOLE | 302,938 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 4,957 | 472,138 | SH | SOLE | 472,138 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 20,081 | 796,553 | SH | SOLE | 796,553 | 0 | 0 | ||
| HORTONWORKS INC | COM | 440894103 | 2,736 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 53,537 | 2,054,360 | SH | SOLE | 2,054,360 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 23,783 | 598,023 | SH | SOLE | 598,023 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 1,779 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 16,627 | 767,636 | SH | SOLE | 767,636 | 0 | 0 | ||