The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 19,767 | 279,000 | SH | SOLE | 0 | 279,000 | 0 | 0 | |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 13,005 | 198,000 | SH | SOLE | 0 | 198,000 | 0 | 0 | |
| ADT INC | COM | 00090Q103 | 9,572 | 1,498,000 | SH | SOLE | 0 | 1,498,000 | 0 | 0 | |
| ARAMARK | COM | 03852U106 | 9,131 | 309,000 | SH | SOLE | 0 | 309,000 | 0 | 0 | |
| CINCINNATI BELL INC NEW | COM NEW | 171871502 | 811 | 85,000 | SH | SOLE | 0 | 85,000 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 5,425 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| LAUREATE EDUCATION INC | CL A | 518613203 | 22,814 | 1,524,000 | SH | SOLE | 0 | 1,524,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 9,078 | 259,000 | SH | SOLE | 0 | 259,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 15,348 | 402,000 | SH | SOLE | 0 | 402,000 | 0 | 0 | |
| PINDUODUO INC | SPONSORED ADS | 722304102 | 7,291 | 294,000 | SH | SOLE | 0 | 294,000 | 0 | 0 | |
| QUINSTREET INC | COM | 74874Q100 | 2,511 | 187,541 | SH | SOLE | 0 | 187,541 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 21,248 | 261,000 | SH | SOLE | 0 | 261,000 | 0 | 0 | |
| VONAGE HLDGS CORP | COM | 92886T201 | 15,632 | 1,557,000 | SH | SOLE | 0 | 1,557,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 9,892 | 1,856,000 | SH | SOLE | 0 | 1,856,000 | 0 | 0 | |