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 |
| CARVANA CO | CL A | 146869102 | 19,522 | 311,905 | SH | SOLE | 311,905 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 19,972 | 284,711 | SH | SOLE | 284,711 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 13,549 | 3,404,355 | SH | SOLE | 3,404,355 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 19,025 | 597,881 | SH | SOLE | 597,881 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 22,962 | 105,557 | SH | SOLE | 105,557 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 26,120 | 128,188 | SH | SOLE | 128,188 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 19,102 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| TRINET GROUP INC | COM | 896288107 | 13,560 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 6,297 | 44,317 | SH | SOLE | 44,317 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 17,820 | 308,254 | SH | SOLE | 308,254 | 0 | 0 | ||