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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 INC COM 052769106 93,659 306,737 SH   DFND   306,737 0 0
CERIDIAN HCM HOLDINGS INC. COM 15677J108 46,910 440,218 SH   DFND   440,218 0 0
DUPONT DE NEMOURS INC COM 26614N102 97,881 1,376,475 SH   DFND   1,376,475 0 0
DYNATRACE INC COM 268150109 70,425 1,627,571 SH   DFND   1,627,571 0 0
ENVESTNET INC COM 29404K106 134,235 1,631,239 SH   DFND   1,631,239 0 0
FIVE BELOW INC COM 33829M101 51,242 292,847 SH   DFND   292,847 0 0
INTUIT INC COM 461202103 22,791 60,000 SH   DFND   60,000 0 0
JFROG LTD COM 001168418 16,755 266,678 SH   DFND   266,678 0 0
NCS MULTISTAGE COM 628877102 33,279 1,478,427 SH   SOLE   1,478,427 0 0
RAYMOND JAMES FINANCIAL INC. COM 754730109 42,700 446,322 SH   DFND   446,322 0 0
SCHWAB (CHARLES) CORP COM 808513105 67,626 1,275,000 SH   DFND   1,275,000 0 0
SERVICENOW INC COM 81762P102 118,893 216,000 SH   DFND   216,000 0 0
SYNEOS HEALTH INC. COM 87166B102 1,050,483 15,418,795 SH   SOLE   15,418,795 0 0
TRANSDIGM GROUP INC. COM 893641100 85,560 138,256 SH   DFND   138,256 0 0
VERTEX INC - CLASS A COM 92538J106 14,446 414,521 SH   DFND   414,521 0 0
XP INC COM G98239109 55,178 1,390,915 SH   DFND   1,390,915 0 0
ZOOMINFO TECHNOLOGIES INC-A COM 98980F104 10,501 217,737 SH   DFND   217,737 0 0