The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ARISTA NETWORKS INC | COM | 040413106 | 10,634 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | 12,817 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 6,628 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
BRIGHTCOVE INC | COM | 10921T101 | 26,138 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 2,464 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
COMSCORE INC | COM | 20564W105 | 12,408 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
DROPBOX INC | CL A | 26210C104 | 3,168 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 2,968 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 9,098 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 10,740 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 10,358 | 2,199,057 | SH | SOLE | 2,199,057 | 0 | 0 | ||
PERDOCEO ED CORP | COM | 71363P106 | 7,014 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 3,479 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 2,453 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 5,351 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 2,081 | 175,000 | SH | Call | SOLE | 175,000 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 3,685 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 3,238 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
TELENAV INC | COM | 879455103 | 718 | 166,089 | SH | SOLE | 166,089 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 20,242 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 1,290 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 1,603 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 22,538 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 |