The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AppFolio Inc. | COM CL A | 03783C100 | 92,102 | 967,124 | SH | SOLE | 0 | 967,124 | 0 | 0 | |
| Liberty Global PLC Series C | SHS CL C | G5480U120 | 6,895 | 289,812 | SH | SOLE | 0 | 289,812 | 0 | 0 | |
| Herbalife LTD | COM | G4412G101 | 7,418 | 195,922 | SH | SOLE | 0 | 195,922 | 0 | 0 | |
| Instructure, Inc. | COM | 45781U103 | 56,504 | 1,458,538 | SH | SOLE | 0 | 1,458,538 | 0 | 0 | |
| Mongo DB Inc. | CL A | 60937P106 | 6,626 | 55,000 | SH | SOLE | 0 | 55,000 | 0 | 0 | |
| Tempur Sealy Intl Inc. | COM | 88023U101 | 1,859 | 24,084 | SH | SOLE | 0 | 24,084 | 0 | 0 | |
| Twilio Inc | COM CL A | 90138F102 | 14,050 | 127,774 | SH | SOLE | 0 | 127,774 | 0 | 0 | |
| CONFIDENTIAL | CONFIDENTIAL | 000000000 | 0 | 0 | SH | SOLE | 0 | 0 | 0 | 0 | |