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
ACI WORLDWIDE INC COM 004498101 3,066 110,800 SH   OTR   0 110,800 0
AUTODESK INC COM 052769106 656 5,100 SH   OTR   0 5,100 0
COMCAST CORP NEW CL A 20030N101 1,709 50,200 SH   OTR   0 50,200 0
CORNERSTONE ONDEMAND INC COM 21925Y103 5,607 111,180 SH   OTR   0 111,180 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,644 104,210 SH   OTR   0 104,210 0
DRIVE SHACK INC COM 262077100 955 243,500 SH   OTR   0 243,500 0
FACEBOOK INC CL A 30303M102 3,277 25,000 SH   OTR   0 25,000 0
FOOT LOCKER INC COM 344849104 1,389 26,100 SH   OTR   0 26,100 0
INSTRUCTURE INC COM 45781U103 923 24,600 SH   OTR   0 24,600 0
LUXOFT HLDG INC ORD SHS CL A G57279104 3,057 100,508 SH   OTR   0 100,508 0
NOMAD FOODS LTD USD ORD SHS G6564A105 3,593 214,907 SH   OTR   0 214,907 0
NUTANIX INC CL A 67059N108 2,192 52,700 SH   OTR   0 52,700 0
OPEN TEXT CORP COM 683715106 3,685 113,041 SH   OTR   0 113,041 0
SCHWAB CHARLES CORP NEW COM 808513105 1,184 28,500 SH   OTR   0 28,500 0
SEADRILL LTD COM G7998G106 642 65,800 SH   OTR   0 65,800 0
STONERIDGE INC COM 86183P102 821 33,300 SH   OTR   0 33,300 0
TALEND S A ADS 874224207 4,075 109,902 SH   OTR   0 109,902 0
TRANSOCEAN LTD REG SHS H8817H100 889 128,100 SH   OTR   0 128,100 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,366 52,145 SH   OTR   0 52,145 0