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 6,808 89,200 SH   DFND 1 89,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,564 72,900 SH   DFND 2 72,900 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,675 93,700 SH   DFND 1 93,700 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,188 76,643 SH   DFND 2 76,643 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,815 52,900 SH   DFND 1 52,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,941 42,800 SH   DFND 2 42,800 0 0
AMAZON COM INC COM 023135106 12,235 7,198 SH   DFND 1 7,198 0 0
AMAZON COM INC COM 023135106 9,886 5,816 SH   DFND 2 5,816 0 0
AMERICAN EXPRESS CO COM 025816109 2,920 29,800 SH   DFND 1 29,800 0 0
AMERICAN EXPRESS CO COM 025816109 2,366 24,138 SH   DFND 2 24,138 0 0
ATHENE HLDG LTD CL A G0684D107 6,748 153,921 SH   DFND 1 153,921 0 0
ATHENE HLDG LTD CL A G0684D107 5,454 124,403 SH   DFND 2 124,403 0 0
ATLASSIAN CORP PLC CL A G06242104 8,728 139,596 SH   DFND 1 139,596 0 0
ATLASSIAN CORP PLC CL A G06242104 7,059 112,902 SH   DFND 2 112,902 0 0
AUTODESK INC COM 052769106 11,066 84,415 SH   DFND 1 84,415 0 0
AUTODESK INC COM 052769106 8,940 68,200 SH   DFND 2 68,200 0 0
BLACK KNIGHT INC COM 09215C105 4,900 91,500 SH   DFND 1 91,500 0 0
BLACK KNIGHT INC COM 09215C105 3,957 73,900 SH   DFND 2 73,900 0 0
BLACKROCK INC COM 09247X101 4,674 9,366 SH   DFND 1 9,366 0 0
BLACKROCK INC COM 09247X101 3,778 7,570 SH   DFND 2 7,570 0 0
CITIGROUP INC COM NEW 172967424 8,659 129,400 SH   DFND 1 129,400 0 0
CITIGROUP INC COM NEW 172967424 6,995 104,530 SH   DFND 2 104,530 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,079 38,355 SH   DFND 1 38,355 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,522 30,959 SH   DFND 2 30,959 0 0
GODADDY INC CL A 380237107 9,404 133,200 SH   DFND 1 133,200 0 0
GODADDY INC CL A 380237107 7,602 107,671 SH   DFND 2 107,671 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,624 258,800 SH   DFND 1 258,800 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,162 209,164 SH   DFND 2 209,164 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 8,743 98,481 SH   DFND 1 98,481 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 7,065 79,578 SH   DFND 2 79,578 0 0
HUNTINGTON BANCSHARES INC COM 446150104 12,364 837,700 SH   DFND 1 837,700 0 0
HUNTINGTON BANCSHARES INC COM 446150104 10,000 677,476 SH   DFND 2 677,476 0 0
LAMB WESTON HLDGS INC COM 513272104 5,178 75,582 SH   DFND 1 75,582 0 0
LAMB WESTON HLDGS INC COM 513272104 4,275 62,400 SH   DFND 2 62,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,125 61,700 SH   DFND 1 61,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,798 49,860 SH   DFND 2 49,860 0 0
MSCI INC COM 55354G100 1,241 7,500 SH   DFND 1 7,500 0 0
MSCI INC COM 55354G100 1,009 6,100 SH   DFND 2 6,100 0 0
PALO ALTO NETWORKS INC COM 697435105 4,931 24,000 SH   DFND 1 24,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,986 19,400 SH   DFND 2 19,400 0 0
PAYPAL HLDGS INC COM 70450Y103 7,503 90,100 SH   DFND 1 90,100 0 0
PAYPAL HLDGS INC COM 70450Y103 6,070 72,900 SH   DFND 2 72,900 0 0
SERVICENOW INC COM 81762P102 12,090 70,100 SH   DFND 1 70,100 0 0
SERVICENOW INC COM 81762P102 9,762 56,600 SH   DFND 2 56,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,486 21,000 SH   DFND 1 21,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,012 17,000 SH   DFND 2 17,000 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 3,450 4,961 SH   DFND 1 4,961 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,788 4,009 SH   DFND 2 4,009 0 0
TRANSDIGM GROUP INC COM 893641100 11,771 34,106 SH   DFND 1 34,106 0 0
TRANSDIGM GROUP INC COM 893641100 9,510 27,555 SH   DFND 2 27,555 0 0
TRANSUNION COM 89400J107 6,598 92,100 SH   DFND 1 92,100 0 0
TRANSUNION COM 89400J107 5,394 75,300 SH   DFND 2 75,300 0 0
UNIVAR INC COM 91336L107 7,795 297,066 SH   DFND 1 297,066 0 0
UNIVAR INC COM 91336L107 6,375 242,944 SH   DFND 2 242,944 0 0
VAIL RESORTS INC COM 91879Q109 12,172 44,392 SH   DFND 1 44,392 0 0
VAIL RESORTS INC COM 91879Q109 9,843 35,900 SH   DFND 2 35,900 0 0
VEEVA SYS INC CL A COM 922475108 4,642 60,400 SH   DFND 1 60,400 0 0
VEEVA SYS INC CL A COM 922475108 3,751 48,800 SH   DFND 2 48,800 0 0
VISA INC COM CL A 92826C839 13,868 104,700 SH   DFND 1 104,700 0 0
VISA INC COM CL A 92826C839 11,219 84,700 SH   DFND 2 84,700 0 0