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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

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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
Alarm.com Holdings, Inc. Common 011642105 448,882 11,116,451 SH   SOLE   11,116,451 0 0
Electronic Arts, Inc. Common* 285512109 317,603 2,252,186 SH   SOLE   2,252,186 0 0
Netflix, Inc. Common** 64110L106 1,383,869 3,535,420 SH   SOLE   3,535,420 0 0
Rapid7, Inc. Common 753422104 57,514 2,038,043 SH   SOLE   2,038,043 0 0
Spotify Technology S.A. Common** L8681T102 856,994 5,093,880 SH   SOLE   5,093,880 0 0