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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
ANGI HOMESERVICES INC COM CL A 00183L102 16,320 1,254,426 SH   SOLE   1,254,426 0 0
CARVANA CO CL A 146869102 47,373 756,885 SH   SOLE   756,885 0 0
IAC INTERACTIVECORP COM 44919P508 46,255 212,639 SH   SOLE   212,639 0 0
JD COM INC SPON ADR CL A 47215P106 16,953 559,683 SH   SOLE   559,683 0 0
SEA LTD SPONSORED ADS 81141R100 43,763 1,317,375 SH   SOLE   1,317,375 0 0