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 85,012 306,737 SH   DFND   306,737 0 0
CERIDIAN HCM HLDG INC COM 15677J108 37,097 440,218 SH   DFND   440,218 0 0
DYNATRACE INC COM NEW 268150109 78,514 1,627,571 SH   DFND   1,627,571 0 0
ENVESTNET INC COM 29404K106 135,882 1,881,239 SH   DFND   1,881,239 0 0
FIVE BELOW INC COM 33829M101 55,872 292,847 SH   DFND   292,847 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,122 72,500 SH   DFND   72,500 0 0
INTUIT COM 461202103 10,189 26,600 SH   DFND   26,600 0 0
NCS MULTISTAGE HLDGS INC COM NEW 628877201 41,026 1,478,427 SH   SOLE   1,478,427 0 0
QUALTRICS INTL INC COM CL A 747601201 3,620 110,000 SH   DFND   110,000 0 0
RAYMOND JAMES FINL INC COM 754730109 66,130 539,570 SH   DFND   539,570 0 0
S&P GLOBAL INC COM 78409V104 6,387 18,100 SH   DFND   18,100 0 0
SCHWAB CHARLES CORP COM 808513105 83,105 1,275,000 SH   DFND   1,275,000 0 0
SERVICENOW INC COM 81762P102 58,013 116,000 SH   DFND   116,000 0 0
SYNEOS HEALTH INC CL A 87166B102 816,506 10,764,749 SH   SOLE   10,764,749 0 0
TRANSDIGM GROUP INC COM 893641100 88,632 150,756 SH   DFND   150,756 0 0
XP INC CL A G98239109 75,940 2,015,915 SH   DFND   2,015,915 0 0