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
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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
2U INC COM 90214J101 10,158 300,000 SH   SOLE   300,000 0 0
2U INC COM 90214J101 3,386 100,000 SH Call SOLE   100,000 0 0
ARISTA NETWORKS INC COM 040413106 9,312 45,000 SH   SOLE   45,000 0 0
AT HOME GROUP INC COM 04650Y100 2,972 200,000 SH   SOLE   200,000 0 0
BRIGHTCOVE INC COM 10921T101 39,808 3,887,500 SH   SOLE   3,887,500 0 0
COMSCORE INC COM 20564W105 7,650 3,750,000 SH   SOLE   3,750,000 0 0
CRITEO S A SPONS ADS 226718104 8,533 700,000 SH   SOLE   700,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 4,971 75,000 SH   SOLE   75,000 0 0
GOGO INC COM 38046C109 33,726 3,650,000 SH   SOLE   3,650,000 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 901 10,000 SH   SOLE   10,000 0 0
IPG PHOTONICS CORP COM 44980X109 11,048 65,000 SH   SOLE   65,000 0 0
PINTEREST INC CL A 72352L106 14,529 350,000 SH   SOLE   350,000 0 0
ROSS STORES INC COM 778296103 9,099 97,500 SH   SOLE   97,500 0 0
SNAP INC CL A 83304A106 4,569 175,000 SH Call SOLE   175,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 10,726 45,000 SH   SOLE   45,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,272 775,000 SH   SOLE   775,000 0 0
WAITR HLDGS INC COM 930752100 3,381 1,050,000 SH   SOLE   1,050,000 0 0
YELP INC CL A 985817105 20,090 1,000,000 SH   SOLE   1,000,000 0 0