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
AZUL S A SPONSR ADR PFD 05501U106 800 37,968 SH   SOLE   37,968 0 0
CARA THERAPEUTICS INC COM 140755109 770 50,000 SH   SOLE   50,000 0 0
CARS COM INC COM 14575E105 7,057 265,000 SH   SOLE   265,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,461 13,393 SH   SOLE   13,393 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,592 129,396 SH   SOLE   129,396 0 0
EBAY INC COM 278642103 7,946 227,555 SH   SOLE   227,555 0 0
ETSY INC COM 29786A106 1,050 70,000 SH   SOLE   70,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 685 33,168 SH   SOLE   33,168 0 0
FOOT LOCKER INC COM 344849104 6,446 130,800 SH   SOLE   130,800 0 0
GIGAMON INC COM 37518B102 18,219 462,989 SH   SOLE   462,989 0 0
JONES LANG LASALLE INC COM 48020Q107 5,054 40,433 SH   SOLE   40,433 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 18,649 306,481 SH   SOLE   306,481 0 0
NUTANIX INC CL A 67059N108 5,492 272,550 SH   SOLE   272,550 0 0
PALO ALTO NETWORKS INC COM 697435105 3,078 23,000 SH   SOLE   23,000 0 0
PURE STORAGE INC CL A 74624M102 4,656 363,464 SH   SOLE   363,464 0 0
STAMPS COM INC COM NEW 852857200 6,161 39,781 SH   SOLE   39,781 0 0
TOTAL SYS SVCS INC COM 891906109 5,471 93,919 SH   SOLE   93,919 0 0
YELP INC CL A 985817105 6,004 200,000 SH   SOLE   200,000 0 0
ZENDESK INC COM 98936J101 1,081 38,900 SH   SOLE   38,900 0 0