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
ACTIVISION BLIZZARD INC COM 00507V109 1,488 23,500 SH   DFND 1 23,500 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,121 17,700 SH   DFND 2 17,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,794 45,200 SH   DFND 1 45,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,863 34,000 SH   DFND 2 34,000 0 0
AMAZON COM INC COM 023135106 13,760 11,766 SH   DFND 1 11,766 0 0
AMAZON COM INC COM 023135106 10,356 8,855 SH   DFND 2 8,855 0 0
ATHENE HLDG LTD CL A G0684D107 5,619 108,671 SH   DFND 1 108,671 0 0
ATHENE HLDG LTD CL A G0684D107 4,228 81,756 SH   DFND 2 81,756 0 0
ATLASSIAN CORP PLC CL A G06242104 10,891 239,255 SH   DFND 1 239,255 0 0
ATLASSIAN CORP PLC CL A G06242104 8,198 180,102 SH   DFND 2 180,102 0 0
AUTODESK INC COM 052769106 12,915 123,200 SH   DFND 1 123,200 0 0
AUTODESK INC COM 052769106 9,707 92,600 SH   DFND 2 92,600 0 0
BLACKROCK INC COM 09247X101 3,134 6,100 SH   DFND 1 6,100 0 0
BLACKROCK INC COM 09247X101 2,363 4,600 SH   DFND 2 4,600 0 0
CARTER INC COM 146229109 2,830 24,084 SH   DFND 1 24,084 0 0
CARTER INC COM 146229109 2,128 18,115 SH   DFND 2 18,115 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 12,567 37,407 SH   DFND 1 37,407 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,506 28,296 SH   DFND 2 28,296 0 0
CITIGROUP INC COM NEW 172967424 6,704 90,100 SH   DFND 1 90,100 0 0
CITIGROUP INC COM NEW 172967424 5,075 68,200 SH   DFND 2 68,200 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,622 97,036 SH   DFND 1 97,036 0 0
EXPEDIA INC DEL COM NEW 30212P303 8,755 73,097 SH   DFND 2 73,097 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,047 57,410 SH   DFND 1 57,410 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,363 43,459 SH   DFND 2 43,459 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 9,593 321,800 SH   DFND 1 321,800 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,255 243,364 SH   DFND 2 243,364 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,476 127,612 SH   DFND 1 127,612 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 7,135 96,078 SH   DFND 2 96,078 0 0
HUNTINGTON BANCSHARES INC COM 446150104 12,587 864,500 SH   DFND 1 864,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,474 650,676 SH   DFND 2 650,676 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,257 214,459 SH   DFND 1 214,459 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,492 162,281 SH   DFND 2 162,281 0 0
LKQ CORP COM 501889208 8,748 215,107 SH   DFND 1 215,107 0 0
LKQ CORP COM 501889208 6,617 162,700 SH   DFND 2 162,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,095 73,300 SH   DFND 1 73,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,394 55,460 SH   DFND 2 55,460 0 0
PAYPAL HLDGS INC COM 70450Y103 8,349 113,400 SH   DFND 1 113,400 0 0
PAYPAL HLDGS INC COM 70450Y103 6,280 85,300 SH   DFND 2 85,300 0 0
PRICELINE GRP INC COM NEW 741503403 2,784 1,602 SH   DFND 1 1,602 0 0
PRICELINE GRP INC COM NEW 741503403 2,096 1,206 SH   DFND 2 1,206 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,119 49,697 SH   DFND 1 49,697 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,120 37,462 SH   DFND 2 37,462 0 0
SERVICENOW INC COM 81762P102 15,399 118,100 SH   DFND 1 118,100 0 0
SERVICENOW INC COM 81762P102 11,592 88,900 SH   DFND 2 88,900 0 0
SYNCHRONY FINL COM 87165B103 11,927 308,900 SH   DFND 1 308,900 0 0
SYNCHRONY FINL COM 87165B103 8,977 232,516 SH   DFND 2 232,516 0 0
TRANSDIGM GROUP INC COM 893641100 10,794 39,306 SH   DFND 1 39,306 0 0
TRANSDIGM GROUP INC COM 893641100 8,144 29,655 SH   DFND 2 29,655 0 0
TRANSUNION COM 89400J107 4,567 83,100 SH   DFND 1 83,100 0 0
TRANSUNION COM 89400J107 3,457 62,900 SH   DFND 2 62,900 0 0
UNIVAR INC COM 91336L107 15,284 493,666 SH   DFND 1 493,666 0 0
UNIVAR INC COM 91336L107 11,499 371,424 SH   DFND 2 371,424 0 0
VAIL RESORTS INC COM 91879Q109 11,004 51,792 SH   DFND 1 51,792 0 0
VAIL RESORTS INC COM 91879Q109 8,286 39,000 SH   DFND 2 39,000 0 0
VEEVA SYS INC CL A COM 922475108 8,790 159,000 SH   DFND 1 159,000 0 0
VEEVA SYS INC CL A COM 922475108 6,650 120,300 SH   DFND 2 120,300 0 0
VISA INC COM CL A 92826C839 13,888 121,800 SH   DFND 1 121,800 0 0
VISA INC COM CL A 92826C839 10,456 91,700 SH   DFND 2 91,700 0 0