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
CARGURUS INC COM CL A 141788109 10,455 289,521 SH   SOLE   289,521 0 0
CARVANA CO CL A 146869102 17,665 282,229 SH   SOLE   282,229 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 31,478 79,654 SH   SOLE   79,654 0 0
CREE INC COM 225447101 981 17,461 SH   SOLE   17,461 0 0
FACEBOOK INC CL A 30303M102 19,300 100,000 SH   SOLE   100,000 0 0
FAIR ISAAC CORP COM 303250104 23,066 73,454 SH   SOLE   73,454 0 0
INSULET CORP COM 45784P101 21,882 183,300 SH   SOLE   183,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 30,254 336,867 SH   SOLE   336,867 0 0
NEW YORK TIMES CO CL A 650111107 23,405 717,510 SH   SOLE   717,510 0 0
PALO ALTO NETWORKS INC COM 697435105 19,642 96,400 SH   SOLE   96,400 0 0
SERVICENOW INC COM 81762P102 26,884 97,913 SH   SOLE   97,913 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 25,924 449,999 SH   SOLE   449,999 0 0
WORKDAY INC CL A 98138H101 23,235 113,022 SH   SOLE   113,022 0 0
ZOETIS INC CL A 98978V103 28,387 250,131 SH   SOLE   250,131 0 0