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
ADVANCED DRAIN SYS INC DEL COM 00790R104 8,994 370,879 SH   DFND 2 370,879 0 0
AMAZON COM INC COM 023135106 16,592 11,047 SH   DFND 2 11,047 0 0
ATHENE HLDG LTD CL A G0684D107 3,287 82,524 SH   DFND 2 82,524 0 0
ATLASSIAN CORP PLC CL A G06242104 15,064 169,298 SH   DFND 2 169,298 0 0
AUTODESK INC COM 052769106 15,718 122,215 SH   DFND 2 122,215 0 0
BLACK KNIGHT INC COM 09215C105 17,135 380,264 SH   DFND 2 380,264 0 0
CITIGROUP INC COM NEW 172967424 12,178 233,930 SH   DFND 2 233,930 0 0
CREDIT ACCEP CORP MICH COM 225310101 1,909 5,000 SH   DFND 2 5,000 0 0
D R HORTON INC COM 23331A109 4,956 143,000 SH   DFND 2 143,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,620 46,414 SH   DFND 2 46,414 0 0
GODADDY INC CL A 380237107 20,613 314,129 SH   DFND 2 314,129 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,183 467,964 SH   DFND 2 467,964 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 11,624 144,885 SH   DFND 2 144,885 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,852 25,800 SH   DFND 2 25,800 0 0
HUNTINGTON BANCSHARES INC COM 446150104 18,007 1,510,676 SH   DFND 2 1,510,676 0 0
LAMB WESTON HLDGS INC COM 513272104 3,332 45,294 SH   DFND 2 45,294 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,839 94,560 SH   DFND 2 94,560 0 0
MSCI INC COM 55354G100 3,818 25,900 SH   DFND 2 25,900 0 0
OWENS CORNING NEW COM 690742101 4,892 111,233 SH   DFND 2 111,233 0 0
PALO ALTO NETWORKS INC COM 697435105 15,765 83,700 SH   DFND 2 83,700 0 0
PAYPAL HLDGS INC COM 70450Y103 15,582 185,300 SH   DFND 2 185,300 0 0
PHILIP MORRIS INTL INC COM 718172109 5,781 86,600 SH   DFND 2 86,600 0 0
SERVICENOW INC COM 81762P102 14,173 79,600 SH   DFND 2 79,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,079 88,200 SH   DFND 2 88,200 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 11,821 21,825 SH   DFND 2 21,825 0 0
TIFFANY & CO NEW COM 886547108 8,333 103,500 SH   DFND 2 103,500 0 0
TRANSDIGM GROUP INC COM 893641100 20,968 61,661 SH   DFND 2 61,661 0 0
TRANSUNION COM 89400J107 13,866 244,123 SH   DFND 2 244,123 0 0
US FOODS HLDG CORP COM 912008109 7,437 235,035 SH   DFND 2 235,035 0 0
VAIL RESORTS INC COM 91879Q109 17,573 83,356 SH   DFND 2 83,356 0 0
VISA INC COM CL A 92826C839 22,192 168,200 SH   DFND 2 168,200 0 0