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 10,958 425,209 SH   DFND 2 425,209 0 0
AMAZON COM INC COM 023135106 17,633 9,902 SH   DFND 2 9,902 0 0
AT HOME GROUP INC COM 04650Y100 9,488 531,269 SH   DFND 2 531,269 0 0
ATLASSIAN CORP PLC CL A G06242104 13,202 117,462 SH   DFND 2 117,462 0 0
AUTODESK INC COM 052769106 17,174 110,215 SH   DFND 2 110,215 0 0
BLACK KNIGHT INC COM 09215C105 15,071 276,529 SH   DFND 2 276,529 0 0
CITIGROUP INC COM NEW 172967424 15,874 255,130 SH   DFND 2 255,130 0 0
D R HORTON INC COM 23331A109 5,375 129,900 SH   DFND 2 129,900 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,731 39,464 SH   DFND 2 39,464 0 0
GODADDY INC CL A 380237107 17,795 236,673 SH   DFND 2 236,673 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 12,513 128,785 SH   DFND 2 128,785 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,197 62,532 SH   DFND 2 62,532 0 0
HUNTINGTON BANCSHARES INC COM 446150104 15,731 1,240,576 SH   DFND 2 1,240,576 0 0
MASTERCARD INC CL A 57636Q104 19,745 83,860 SH   DFND 2 83,860 0 0
MSCI INC COM 55354G100 5,150 25,900 SH   DFND 2 25,900 0 0
PALO ALTO NETWORKS INC COM 697435105 18,313 75,400 SH   DFND 2 75,400 0 0
PAYPAL HLDGS INC COM 70450Y103 16,656 160,400 SH   DFND 2 160,400 0 0
PHILIP MORRIS INTL INC COM 718172109 9,802 110,900 SH   DFND 2 110,900 0 0
REALPAGE INC COM 75606N109 1,918 31,600 SH   DFND 2 31,600 0 0
SERVICENOW INC COM 81762P102 16,589 67,300 SH   DFND 2 67,300 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 16,885 21,825 SH   DFND 2 21,825 0 0
TIFFANY & CO NEW COM 886547108 12,624 119,600 SH   DFND 2 119,600 0 0
TRANSDIGM GROUP INC COM 893641100 24,316 53,561 SH   DFND 2 53,561 0 0
TRANSUNION COM 89400J107 16,504 246,923 SH   DFND 2 246,923 0 0
US FOODS HLDG CORP COM 912008109 11,342 324,892 SH   DFND 2 324,892 0 0
VAIL RESORTS INC COM 91879Q109 18,113 83,356 SH   DFND 2 83,356 0 0
VISA INC COM CL A 92826C839 22,335 143,000 SH   DFND 2 143,000 0 0
WIX COM LTD SHS M98068105 3,771 31,209 SH   DFND 2 31,209 0 0