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

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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
At Home Group Inc COM 04650Y100 13,579 760,294 SH   SOLE   760,294 0 0
Carvana Co COM 146869102 19,520 336,200 SH   SOLE   336,200 0 0
Gogo Inc COM 38046C109 12,485 2,780,647 SH   SOLE   2,780,647 0 0
IAC/InterActivecorp COM 44919P508 29,004 138,043 SH   SOLE   138,043 0 0
Landcadia Holdings Inc COM 930752100 4,056 330,000 SH   SOLE   330,000 0 0
Palo Alto Networks Inc COM 697435105 18,150 74,729 SH   SOLE   74,729 0 0
SHARPSPRING INC COM 820054104 12,989 810,798 SH   SOLE   291,494 0 0
TriNet Group Inc COM 896288107 8,864 148,370 SH   SOLE   148,370 0 0
Twilio Inc COM 90138F102 19,884 153,927 SH   SOLE   153,927 0 0
Wix.Com Ltd COM M98068105 16,837 139,344 SH   SOLE   139,344 0 0