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 8,235 55,622 SH   SOLE   55,622 0 0
ALPHABET INC CAP STK CL A 02079K305 9,331 3,490 SH   SOLE   3,490 0 0
ALPHABET INC CAP STK CL C 02079K107 12,343 4,631 SH   SOLE   4,631 0 0
AMAZON COM INC COM 023135106 19,421 5,912 SH   SOLE   5,912 0 0
FACEBOOK INC CL A 30303M102 12,015 35,403 SH   SOLE   35,403 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,755 124,131 SH   SOLE   124,131 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 13,882 80,384 SH   SOLE   80,384 0 0
TRANSDIGM GROUP INC COM 893641100 26,990 43,213 SH   SOLE   43,213 0 0
VISA INC COM CL A 92826C839 8,250 37,035 SH   SOLE   37,035 0 0