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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARDLYTICS INC COM 14161W105   5,123,014 1,508,988 SH   SOLE   1,508,988 0 0
CARVANA CO CL A 146869102   9,499,844 970,362 SH   SOLE   970,362 0 0
CONFLUENT INC CLASS A COM 20717M103   3,894,526 161,800 SH   SOLE   161,800 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   6,384,610 78,147 SH   SOLE   78,147 0 0
ONEWATER MARINE INC CL A COM 68280L101   13,991,517 500,233 SH   SOLE   500,233 0 0
PROGYNY INC COM 74340E103   3,590,566 111,786 SH   SOLE   111,786 0 0