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 2,692 39,900 SH   DFND 1 39,900 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,260 33,500 SH   DFND 2 33,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,562 52,100 SH   DFND 1 52,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,002 43,600 SH   DFND 2 43,600 0 0
AMAZON COM INC COM 023135106 12,210 8,436 SH   DFND 1 8,436 0 0
AMAZON COM INC COM 023135106 10,237 7,073 SH   DFND 2 7,073 0 0
ATHENE HLDG LTD CL A G0684D107 9,128 190,921 SH   DFND 1 190,921 0 0
ATHENE HLDG LTD CL A G0684D107 7,633 159,661 SH   DFND 2 159,661 0 0
ATLASSIAN CORP PLC CL A G06242104 10,600 196,591 SH   DFND 1 196,591 0 0
ATLASSIAN CORP PLC CL A G06242104 8,881 164,702 SH   DFND 2 164,702 0 0
AUTODESK INC COM 052769106 13,301 105,915 SH   DFND 1 105,915 0 0
AUTODESK INC COM 052769106 11,152 88,800 SH   DFND 2 88,800 0 0
BLACK KNIGHT INC COM 09215C105 2,699 57,300 SH   DFND 1 57,300 0 0
BLACK KNIGHT INC COM 09215C105 2,261 48,000 SH   DFND 2 48,000 0 0
BLACKROCK INC COM 09247X101 2,709 5,000 SH   DFND 1 5,000 0 0
BLACKROCK INC COM 09247X101 2,275 4,200 SH   DFND 2 4,200 0 0
CARTER INC COM 146229109 2,247 21,584 SH   DFND 1 21,584 0 0
CARTER INC COM 146229109 1,823 17,515 SH   DFND 2 17,515 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,367 30,099 SH   DFND 1 30,099 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,823 25,138 SH   DFND 2 25,138 0 0
CITIGROUP INC COM NEW 172967424 5,670 84,000 SH   DFND 1 84,000 0 0
CITIGROUP INC COM NEW 172967424 4,745 70,300 SH   DFND 2 70,300 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,094 44,910 SH   DFND 1 44,910 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,626 37,659 SH   DFND 2 37,659 0 0
GODADDY INC CL A 380237107 7,432 121,000 SH   DFND 1 121,000 0 0
GODADDY INC CL A 380237107 6,232 101,471 SH   DFND 2 101,471 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 8,419 307,700 SH   DFND 1 307,700 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,044 257,464 SH   DFND 2 257,464 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,846 121,812 SH   DFND 1 121,812 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 8,235 101,878 SH   DFND 2 101,878 0 0
HUNTINGTON BANCSHARES INC COM 446150104 12,454 824,800 SH   DFND 1 824,800 0 0
HUNTINGTON BANCSHARES INC COM 446150104 10,425 690,376 SH   DFND 2 690,376 0 0
LAMB WESTON HLDGS INC COM 513272104 4,115 70,682 SH   DFND 1 70,682 0 0
LAMB WESTON HLDGS INC COM 513272104 3,447 59,200 SH   DFND 2 59,200 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,591 85,159 SH   DFND 1 85,159 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,172 71,381 SH   DFND 2 71,381 0 0
LKQ CORP COM 501889208 9,643 254,107 SH   DFND 1 254,107 0 0
LKQ CORP COM 501889208 8,083 213,000 SH   DFND 2 213,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,632 60,700 SH   DFND 1 60,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,909 50,860 SH   DFND 2 50,860 0 0
PAYPAL HLDGS INC COM 70450Y103 7,496 98,800 SH   DFND 1 98,800 0 0
PAYPAL HLDGS INC COM 70450Y103 6,274 82,700 SH   DFND 2 82,700 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,366 37,247 SH   DFND 1 37,247 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,335 31,212 SH   DFND 2 31,212 0 0
SERVICENOW INC COM 81762P102 12,508 75,600 SH   DFND 1 75,600 0 0
SERVICENOW INC COM 81762P102 10,490 63,400 SH   DFND 2 63,400 0 0
SYNCHRONY FINL COM 87165B103 8,134 242,600 SH   DFND 1 242,600 0 0
SYNCHRONY FINL COM 87165B103 6,810 203,116 SH   DFND 2 203,116 0 0
TRANSDIGM GROUP INC COM 893641100 10,315 33,606 SH   DFND 1 33,606 0 0
TRANSDIGM GROUP INC COM 893641100 8,611 28,055 SH   DFND 2 28,055 0 0
TRANSUNION COM 89400J107 5,178 91,200 SH   DFND 1 91,200 0 0
TRANSUNION COM 89400J107 4,327 76,200 SH   DFND 2 76,200 0 0
UNIVAR INC COM 91336L107 14,238 513,066 SH   DFND 1 513,066 0 0
UNIVAR INC COM 91336L107 11,928 429,844 SH   DFND 2 429,844 0 0
VAIL RESORTS INC COM 91879Q109 10,950 49,392 SH   DFND 1 49,392 0 0
VAIL RESORTS INC COM 91879Q109 9,178 41,400 SH   DFND 2 41,400 0 0
VEEVA SYS INC CL A COM 922475108 5,747 78,700 SH   DFND 1 78,700 0 0
VEEVA SYS INC CL A COM 922475108 4,819 66,000 SH   DFND 2 66,000 0 0
VISA INC COM CL A 92826C839 12,740 106,500 SH   DFND 1 106,500 0 0
VISA INC COM CL A 92826C839 10,658 89,100 SH   DFND 2 89,100 0 0