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 |
| ALTICE USA INC | CL A | 02156K103 | 224,719 | 7,835,396 | SH | SOLE | 7,835,396 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 40,008 | 851,228 | SH | SOLE | 851,228 | 0 | 0 | ||
| BORR DRILLING LTD | SHS | G1466R207 | 23,174 | 4,508,520 | SH | SOLE | 4,508,520 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 13,928 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 106,841 | 824,578 | SH | SOLE | 824,578 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 2,543 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 8,368 | 644,166 | SH | SOLE | 644,166 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 158,321 | 2,816,607 | SH | SOLE | 2,816,607 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 208,735 | 2,241,810 | SH | SOLE | 2,241,810 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 92,828 | 1,604,077 | SH | SOLE | 1,604,077 | 0 | 0 | ||
| SECOO HLDG LTD | ADR | 81367P101 | 6,167 | 920,454 | SH | SOLE | 920,454 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 5,649 | 4,395,892 | SH | SOLE | 4,395,892 | 0 | 0 | ||