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 | 69,736 | 446,737 | SH | DFND | 446,737 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM | 16411R208 | 88,177 | 2,632,157 | SH | DFND | 2,632,157 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 42,553 | 791,244 | SH | DFND | 791,244 | 0 | 0 | ||
| FIVE BELOW | COM | 33829M101 | 33,609 | 562,782 | SH | DFND | 562,782 | 0 | 0 | ||
| NCS MULTISTAGE | COM | 628877102 | 18,924 | 29,568,536 | SH | SOLE | 29,568,536 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL | COM | 754730109 | 21,888 | 346,322 | SH | DFND | 346,322 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 57,603 | 201,000 | SH | DFND | 201,000 | 0 | 0 | ||
| SYNEOS HEALTH INC. | COM | 87166B102 | 883,533 | 22,413,317 | SH | SOLE | 22,413,317 | 0 | 0 | ||
| TRANSDIGM GROUP INC. | COM | 893641100 | 64,206 | 200,525 | SH | DFND | 200,525 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 6,765 | 113,806 | SH | DFND | 113,806 | 0 | 0 | ||
| XP INC | COM | G98239109 | 20,982 | 1,087,733 | SH | DFND | 1,087,733 | 0 | 0 | ||