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
IAC INTERACTIVECORP COM 44919P508 132,904 410,958 SH   SOLE   410,958 0 0
SQUARE INC CL A 852234103 85,542 815,152 SH   SOLE   815,152 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 37,210 3,062,583 SH   SOLE   3,062,583 0 0
JD.COM INC SPON ADR CL A 47215P106 50,798 844,108 SH   SOLE   844,108 0 0
SEA LTD SPONSORED ADS 81141R100 112,673 1,050,664 SH   SOLE   1,050,664 0 0
CARVANA CO CL A 146869102 27,292 227,057 SH   SOLE   227,057 0 0