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 12,911 155,200 SH   DFND 2 155,200 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,264 170,343 SH   DFND 2 170,343 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,987 103,100 SH   DFND 2 103,100 0 0
AMAZON COM INC COM 023135106 25,444 12,703 SH   DFND 2 12,703 0 0
AMERICAN EXPRESS CO COM 025816109 6,488 60,930 SH   DFND 2 60,930 0 0
ATHENE HLDG LTD CL A G0684D107 9,677 187,324 SH   DFND 2 187,324 0 0
ATLASSIAN CORP PLC CL A G06242104 17,295 179,898 SH   DFND 2 179,898 0 0
AUTODESK INC COM 052769106 19,422 124,415 SH   DFND 2 124,415 0 0
BLACK KNIGHT INC COM 09215C105 13,183 253,764 SH   DFND 2 253,764 0 0
BLACKROCK INC COM 09247X101 8,360 17,736 SH   DFND 2 17,736 0 0
CITIGROUP INC COM NEW 172967424 16,782 233,930 SH   DFND 2 233,930 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 10,734 47,114 SH   DFND 2 47,114 0 0
GODADDY INC CL A 380237107 19,336 231,871 SH   DFND 2 231,871 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,009 467,964 SH   DFND 2 467,964 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,120 139,785 SH   DFND 2 139,785 0 0
HUNTINGTON BANCSHARES INC COM 446150104 19,942 1,336,576 SH   DFND 2 1,336,576 0 0
LAMB WESTON HLDGS INC COM 513272104 11,114 166,882 SH   DFND 2 166,882 0 0
MASTERCARD INCORPORATED CL A 57636Q104 23,632 106,160 SH   DFND 2 106,160 0 0
MSCI INC COM 55354G100 2,413 13,600 SH   DFND 2 13,600 0 0
PALO ALTO NETWORKS INC COM 697435105 12,615 56,000 SH   DFND 2 56,000 0 0
PAYPAL HLDGS INC COM 70450Y103 14,318 163,000 SH   DFND 2 163,000 0 0
PHILIP MORRIS INTL INC COM 718172109 5,406 66,300 SH   DFND 2 66,300 0 0
SERVICENOW INC COM 81762P102 19,093 97,600 SH   DFND 2 97,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,361 46,100 SH   DFND 2 46,100 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 12,453 14,437 SH   DFND 2 14,437 0 0
TIFFANY & CO NEW COM 886547108 4,462 34,600 SH   DFND 2 34,600 0 0
TRANSDIGM GROUP INC COM 893641100 22,956 61,661 SH   DFND 2 61,661 0 0
TRANSUNION COM 89400J107 12,317 167,400 SH   DFND 2 167,400 0 0
VAIL RESORTS INC COM 91879Q109 18,446 67,217 SH   DFND 2 67,217 0 0
VISA INC COM CL A 92826C839 25,815 172,000 SH   DFND 2 172,000 0 0