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
58 COM INC SPON ADR REP A 31680Q104 11,992 172,942 SH   SOLE 0 172,942 0 0
ALTICE USA INC CL A 02156K103 16,112 944,444 SH   SOLE 0 944,444 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 5,460 355,000 SH   SOLE 0 355,000 0 0
ARAMARK COM 03852U106 10,091 272,000 SH   SOLE 0 272,000 0 0
BANDWIDTH INC COM CL A 05988J103 1,937 51,000 SH   SOLE 0 51,000 0 0
CENTURYLINK INC COM 156700106 16,124 865,000 SH   SOLE 0 865,000 0 0
CRITEO S A SPONS ADS 226718104 9,855 300,000 SH   SOLE 0 300,000 0 0
IAC INTERACTIVECORP COM 44919P508 5,337 35,000 SH   SOLE 0 35,000 0 0
LAUREATE EDUCATION INC CL A 518613203 22,770 1,589,000 SH   SOLE 0 1,589,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 38,338 851,000 SH   SOLE 0 851,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 5,508 196,700 SH   SOLE 0 196,700 0 0
NETEASE INC SPONSORED ADR 64110W102 13,392 53,000 SH   SOLE 0 53,000 0 0
QUINSTREET INC COM 74874Q100 5,055 398,000 SH   SOLE 0 398,000 0 0
T MOBILE US INC COM 872590104 19,299 323,000 SH   SOLE 0 323,000 0 0
TRUECAR INC COM 89785L107 7,063 700,000 SH   SOLE 0 700,000 0 0
WIX COM LTD SHS M98068105 7,322 73,000 SH   SOLE 0 73,000 0 0
ZYNGA INC CL A 98986T108 9,255 2,274,000 SH   SOLE 0 2,274,000 0 0