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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22,512 130,348 SH   SOLE   130,348 0 0
CARVANA CO CL A 146869102 19,120 1,302,420 SH   SOLE   1,302,420 0 0
CHEGG INC COM 163092109 103,240 6,956,896 SH   SOLE   6,956,896 0 0
CHINA ONLINE ED GROUP SPONSORED ADR 16954L105 4,384 306,778 SH   SOLE   306,778 0 0
COUPA SOFTWARE INC COM 22266L106 67,496 2,166,792 SH   SOLE   2,166,792 0 0
CRITEO S A SPONS ADS 226718104 46,910 1,130,369 SH   SOLE   1,130,369 0 0
ELLIE MAE INC COM 28849P100 83,612 1,018,041 SH   SOLE   1,018,041 0 0
FACEBOOK INC CL A 30303M102 21,522 125,954 SH   SOLE   125,954 0 0
IMPINJ INC COM 453204109 122,202 2,936,851 SH   SOLE   2,936,851 0 0
MOMO INC ADR 60879B107 20,084 640,841 SH   SOLE   640,841 0 0
MULESOFT INC CL A 625207105 22,298 1,107,129 SH   SOLE   1,107,129 0 0
PAYCOM SOFTWARE INC COM 70432V102 120,345 1,605,452 SH   SOLE   1,605,452 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 5,617 953,617 SH   SOLE   953,617 0 0
ROKU INC COM CL A 77543R102 531 20,000 SH   SOLE   20,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 395,183 8,619,044 SH   SOLE   8,619,044 0 0
SHAKE SHACK INC CL A 819047101 33,291 1,001,849 SH   SOLE   1,001,849 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 4,712 98,101 SH   SOLE   98,101 0 0
YIRENDAI LTD SPONSORED ADR 98585L100 57,763 1,377,270 SH   SOLE   1,377,270 0 0