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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 24,042 13,501 SH   SOLE   13,501 0 0
AZUL S A SPONSR ADR PFD 05501U106 17,583 601,947 SH   SOLE   601,947 0 0
BANDWIDTH INC COM CL A 05988J103 4,687 70,000 SH   SOLE   70,000 0 0
DOCUSIGN INC COM 256163106 20,944 404,020 SH   SOLE   404,020 0 0
ETSY INC COM 29786A106 23,491 349,461 SH   SOLE   349,461 0 0
EVENTBRITE INC COM CL A 29975E109 14,164 738,849 SH   SOLE   738,849 0 0
MIMECAST LTD ORD SHS G14838109 4,922 103,952 SH   SOLE   103,952 0 0
PAYPAL HLDGS INC COM 70450Y103 31,419 302,568 SH   SOLE   302,568 0 0
SMARTSHEET INC COM CL A 83200N103 10,770 264,040 SH   SOLE   264,040 0 0
SVMK INC COM 78489X103 35,637 1,956,988 SH   SOLE   1,956,988 0 0
T MOBILE US INC COM 872590104 19,907 288,088 SH   SOLE   288,088 0 0
TWILIO INC CL A 90138F102 33,338 258,072 SH   SOLE   258,072 0 0
TWITTER INC COM 90184L102 34,635 1,053,379 SH   SOLE   1,053,379 0 0
VAIL RESORTS INC COM 91879Q109 20,813 95,782 SH   SOLE   95,782 0 0
WAITR HLDGS INC COM 930752100 17,276 1,405,700 SH   SOLE   1,405,700 0 0
WYNN RESORTS LTD COM 983134107 17,609 147,579 SH   SOLE   147,579 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 16,708 480,939 SH   SOLE   480,939 0 0