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
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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
Apollo Global Management Inc CL A 03768E105 36,983 977,857 SH   SOLE NONE 211,107 0 766,750
MercadoLibre Inc COM 58733R102 33,562 60,885 SH   SOLE NONE 15,577 0 45,308
Amazon.com Inc COM 023135106 30,804 17,745 SH   SOLE NONE 4,708 0 13,037
GoDaddy Inc CL A 380237107 28,466 431,440 SH   SOLE NONE 119,114 0 312,326
Netflix Inc COM 64110L106 17,950 67,071 SH   SOLE NONE 0 0 67,071
Spotify Technology SA SHS L8681T102 17,239 151,219 SH   SOLE NONE 86,925 0 64,294
Select Energy Services Inc CL A 81617J301 5,996 692,412 SH   SOLE NONE 329,731 0 362,681
Forum Energy Technologies Inc COM 34984V100 4,429 2,857,472 SH   SOLE NONE 1,310,470 0 1,547,002
RTI Surgical Holdings Inc COM 74975N105 3,081 1,080,978 SH   SOLE NONE 1,080,978 0 0
JD.com ADR 47215P106 90 3,200 SH   SOLE NONE 0 0 3,200
Despegar.com, Inc. ORD G27358103 15 1,367 SH   SOLE NONE 0 0 1,367