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 |
| CERNER CORP | COM | 156782104 | 37,306 | 652,082 | SH | DFND | 652,082 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM | 16411R208 | 44,629 | 652,855 | SH | DFND | 652,855 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 45,243 | 691,901 | SH | DFND | 691,901 | 0 | 0 | ||
| ETRADE FINANCIAL CORP | COM | 269246401 | 19,153 | 412,519 | SH | DFND | 412,519 | 0 | 0 | ||
| EXPEDIA INC | COM | 30212P303 | 71,265 | 598,866 | SH | DFND | 598,866 | 0 | 0 | ||
| FIVE BELOW | COM | 33829M101 | 34,227 | 275,466 | SH | DFND | 275,466 | 0 | 0 | ||
| KINDER MORGAN INC | COM | 49456B101 | 48,614 | 2,429,480 | SH | DFND | 2,429,480 | 0 | 0 | ||
| LULULEMON ATHLETICA, INC. | COM | 550021109 | 836,602 | 5,105,279 | SH | SOLE | 5,105,279 | 0 | 0 | ||
| NCS MultiStage | COM | 628877102 | 153,165 | 29,568,536 | SH | SOLE | 29,568,536 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 825689304 | 16,138 | 397,086 | SH | DFND | 397,086 | 0 | 0 | ||
| StoneCo Ltd. A | COM | G85158106 | 63,852 | 1,553,202 | SH | DFND | 1,553,202 | 0 | 0 | ||
| SYNEOS HEALTH INC. | COM | 87166B102 | 1,160,113 | 22,413,317 | SH | SOLE | 22,413,317 | 0 | 0 | ||
| TRANSDIGM GROUP INC. | COM | 893641100 | 99,458 | 219,075 | SH | DFND | 219,075 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 24,231 | 188,000 | SH | DFND | 188,000 | 0 | 0 | ||