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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,143 18,200 SH   DFND 1 18,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,176 12,600 SH   DFND 2 12,600 0 0
AMAZON COM INC COM 023135106 13,408 13,947 SH   DFND 1 13,947 0 0
AMAZON COM INC COM 023135106 9,297 9,671 SH   DFND 2 9,671 0 0
ATHENE HLDG LTD CL A G0684D107 13,496 250,671 SH   DFND 1 250,671 0 0
ATHENE HLDG LTD CL A G0684D107 9,344 173,556 SH   DFND 2 173,556 0 0
ATLASSIAN CORP PLC CL A G06242104 14,674 417,455 SH   DFND 1 417,455 0 0
ATLASSIAN CORP PLC CL A G06242104 10,158 288,978 SH   DFND 2 288,978 0 0
AUTODESK INC COM 052769106 12,955 115,400 SH   DFND 1 115,400 0 0
AUTODESK INC COM 052769106 9,059 80,700 SH   DFND 2 80,700 0 0
CARTER INC COM 146229109 8,185 82,884 SH   DFND 1 82,884 0 0
CARTER INC COM 146229109 5,670 57,415 SH   DFND 2 57,415 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,796 29,707 SH   DFND 1 29,707 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,485 20,596 SH   DFND 2 20,596 0 0
CITIGROUP INC COM NEW 172967424 12,126 166,700 SH   DFND 1 166,700 0 0
CITIGROUP INC COM NEW 172967424 8,394 115,400 SH   DFND 2 115,400 0 0
EXPEDIA INC DEL COM NEW 30212P303 14,284 99,236 SH   DFND 1 99,236 0 0
EXPEDIA INC DEL COM NEW 30212P303 9,888 68,697 SH   DFND 2 68,697 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,516 74,410 SH   DFND 1 74,410 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,980 51,559 SH   DFND 2 51,559 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,941 307,000 SH   DFND 1 307,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,806 212,564 SH   DFND 2 212,564 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 8,830 113,412 SH   DFND 1 113,412 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,110 78,478 SH   DFND 2 78,478 0 0
HUNTINGTON BANCSHARES INC COM 446150104 12,223 875,600 SH   DFND 1 875,600 0 0
HUNTINGTON BANCSHARES INC COM 446150104 8,463 606,200 SH   DFND 2 606,200 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 11,640 355,959 SH   DFND 1 355,959 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 8,066 246,681 SH   DFND 2 246,681 0 0
LKQ CORP COM 501889208 8,033 223,207 SH   DFND 1 223,207 0 0
LKQ CORP COM 501889208 5,564 154,600 SH   DFND 2 154,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,171 86,200 SH   DFND 1 86,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,424 59,660 SH   DFND 2 59,660 0 0
PAYPAL HLDGS INC COM 70450Y103 9,175 143,300 SH   DFND 1 143,300 0 0
PAYPAL HLDGS INC COM 70450Y103 6,352 99,200 SH   DFND 2 99,200 0 0
PRICELINE GRP INC COM NEW 741503403 9,535 5,208 SH   DFND 1 5,208 0 0
PRICELINE GRP INC COM NEW 741503403 6,668 3,642 SH   DFND 2 3,642 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 10,256 71,197 SH   DFND 1 71,197 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,096 49,262 SH   DFND 2 49,262 0 0
SERVICENOW INC COM 81762P102 13,998 119,100 SH   DFND 1 119,100 0 0
SERVICENOW INC COM 81762P102 9,696 82,500 SH   DFND 2 82,500 0 0
SYNCHRONY FINL COM 87165B103 11,523 371,100 SH   DFND 1 371,100 0 0
SYNCHRONY FINL COM 87165B103 7,980 257,016 SH   DFND 2 257,016 0 0
TRANSDIGM GROUP INC COM 893641100 13,781 53,906 SH   DFND 1 53,906 0 0
TRANSDIGM GROUP INC COM 893641100 9,627 37,655 SH   DFND 2 37,655 0 0
TRANSUNION COM 89400J107 4,546 96,200 SH   DFND 1 96,200 0 0
TRANSUNION COM 89400J107 3,148 66,600 SH   DFND 2 66,600 0 0
UNIVAR INC COM 91336L107 15,225 526,266 SH   DFND 1 526,266 0 0
UNIVAR INC COM 91336L107 10,552 364,744 SH   DFND 2 364,744 0 0
VAIL RESORTS INC COM 91879Q109 9,488 41,592 SH   DFND 1 41,592 0 0
VAIL RESORTS INC COM 91879Q109 6,570 28,800 SH   DFND 2 28,800 0 0
VEEVA SYS INC CL A COM 922475108 9,308 165,000 SH   DFND 1 165,000 0 0
VEEVA SYS INC CL A COM 922475108 6,448 114,300 SH   DFND 2 114,300 0 0
VISA INC COM CL A 92826C839 15,218 144,600 SH   DFND 1 144,600 0 0
VISA INC COM CL A 92826C839 10,535 100,100 SH   DFND 2 100,100 0 0
XPO LOGISTICS INC COM 983793100 1,945 28,700 SH   DFND 1 28,700 0 0
XPO LOGISTICS INC COM 983793100 1,362 20,100 SH   DFND 2 20,100 0 0