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 9,020 65,804 SH   DFND 2 65,804 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,685 77,951 SH   DFND 1 77,951 0 0
AUTODESK INC COM 052769106 12,091 94,011 SH   DFND 2 94,011 0 0
ELLIE MAE INC COM 28849P100 7,803 124,190 SH   DFND 2 124,190 0 0
FACEBOOK INC CL A 30303M102 8,227 62,759 SH   DFND 2 62,759 0 0
FACEBOOK INC CL A 30303M102 15,301 116,723 SH   DFND 1 116,723 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 9,018 390,560 SH   DFND 2 390,560 0 0
MICRON TECHNOLOGY INC COM 595112103 5,618 177,059 SH   DFND 2 177,059 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 7,719 412,102 SH   DFND 2 412,102 0 0
PAYPAL HLDGS INC COM 70450Y103 16,401 195,041 SH   DFND 2 195,041 0 0
PAYPAL HLDGS INC COM 70450Y103 32,567 387,286 SH   DFND 1 387,286 0 0
STAMPS COM INC COM NEW 852857200 6,282 40,365 SH   DFND 2 40,365 0 0
STAMPS COM INC COM NEW 852857200 13,137 84,406 SH   DFND 1 84,406 0 0
STONECO LTD COM CL A G85158106 1,573 85,319 SH   DFND 2 85,319 0 0
T MOBILE US INC COM 872590104 27,818 437,323 SH   DFND 1 437,323 0 0
T MOBILE US INC COM 872590104 13,163 206,930 SH   DFND 2 206,930 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,368 191,265 SH   DFND 2 191,265 0 0