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

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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,263 76,122 SH   SOLE   76,122 0 0
ALPHABET INC CAP STK CL A 02079K305 8,522 3,490 SH   SOLE   3,490 0 0
ALPHABET INC CAP STK CL C 02079K107 11,607 4,631 SH   SOLE   4,631 0 0
AMAZON COM INC COM 023135106 20,338 5,912 SH   SOLE   5,912 0 0
FACEBOOK INC CL A 30303M102 12,310 35,403 SH   SOLE   35,403 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,992 124,131 SH   SOLE   124,131 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 21,126 121,654 SH   SOLE   121,654 0 0
TRANSDIGM GROUP INC COM 893641100 27,971 43,213 SH   SOLE   43,213 0 0
VISA INC COM CL A 92826C839 8,660 37,035 SH   SOLE   37,035 0 0