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 |
| AUTODESK | COM | 052769106 | 51,257 | 347,037 | SH | DFND | 347,037 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 44,452 | 652,082 | SH | DFND | 652,082 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM | 16411R208 | 83,017 | 1,316,484 | SH | DFND | 1,316,484 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 44,864 | 791,244 | SH | DFND | 791,244 | 0 | 0 | ||
| ETRADE FINANCIAL CORP | COM | 269246401 | 18,023 | 412,519 | SH | DFND | 412,519 | 0 | 0 | ||
| EXPEDIA INC | COM | 30212P303 | 80,494 | 598,866 | SH | DFND | 598,866 | 0 | 0 | ||
| FIVE BELOW | COM | 33829M101 | 54,660 | 433,466 | SH | DFND | 433,466 | 0 | 0 | ||
| LULULEMON ATHLETICA, INC. | COM | 550021109 | 501,594 | 2,605,279 | SH | SOLE | 2,605,279 | 0 | 0 | ||
| NCS MULTISTAGE | COM | 628877102 | 59,137 | 29,568,536 | SH | SOLE | 29,568,536 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 27,924 | 110,000 | SH | DFND | 110,000 | 0 | 0 | ||
| STONECO LTD-A | COM | G85158106 | 36,535 | 1,050,473 | SH | DFND | 1,050,473 | 0 | 0 | ||
| SYNEOS HEALTH INC. | COM | 87166B102 | 1,192,613 | 22,413,317 | SH | SOLE | 22,413,317 | 0 | 0 | ||
| TRANSDIGM GROUP INC. | COM | 893641100 | 125,312 | 240,675 | SH | DFND | 240,675 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 19,625 | 182,000 | SH | DFND | 182,000 | 0 | 0 | ||