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
ADOBE INC COM 00724F101 11,315 38,400 SH   DFND 2 38,400 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 13,943 425,209 SH   DFND 2 425,209 0 0
AMAZON COM INC COM 023135106 18,751 9,902 SH   DFND 2 9,902 0 0
ATLASSIAN CORP PLC CL A G06242104 17,515 133,862 SH   DFND 2 133,862 0 0
AUTODESK INC COM 052769106 18,166 111,515 SH   DFND 2 111,515 0 0
BLACK KNIGHT INC COM 09215C105 15,364 255,429 SH   DFND 2 255,429 0 0
CITIGROUP INC COM NEW 172967424 15,787 225,430 SH   DFND 2 225,430 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,938 28,264 SH   DFND 2 28,264 0 0
GODADDY INC CL A 380237107 17,669 251,873 SH   DFND 2 251,873 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,056 128,785 SH   DFND 2 128,785 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,112 62,532 SH   DFND 2 62,532 0 0
HUNTINGTON BANCSHARES INC COM 446150104 15,909 1,151,176 SH   DFND 2 1,151,176 0 0
MASTERCARD INC CL A 57636Q104 22,183 83,860 SH   DFND 2 83,860 0 0
MSCI INC COM 55354G100 6,185 25,900 SH   DFND 2 25,900 0 0
PALO ALTO NETWORKS INC COM 697435105 17,042 83,638 SH   DFND 2 83,638 0 0
PAYPAL HLDGS INC COM 70450Y103 18,359 160,400 SH   DFND 2 160,400 0 0
PHILIP MORRIS INTL INC COM 718172109 15,419 196,340 SH   DFND 2 196,340 0 0
SERVICENOW INC COM 81762P102 18,479 67,300 SH   DFND 2 67,300 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 19,339 24,573 SH   DFND 2 24,573 0 0
TIFFANY & CO NEW COM 886547108 12,473 133,200 SH   DFND 2 133,200 0 0
TRADEWEB MKTS INC CL A 892672106 3,232 73,771 SH   DFND 2 73,771 0 0
TRANSDIGM GROUP INC COM 893641100 25,913 53,561 SH   DFND 2 53,561 0 0
TRANSUNION COM 89400J107 18,151 246,923 SH   DFND 2 246,923 0 0
US FOODS HLDG CORP COM 912008109 12,341 345,093 SH   DFND 2 345,093 0 0
VAIL RESORTS INC COM 91879Q109 18,603 83,356 SH   DFND 2 83,356 0 0
VISA INC COM CL A 92826C839 23,985 138,200 SH   DFND 2 138,200 0 0
WIX COM LTD SHS M98068105 3,781 26,609 SH   DFND 2 26,609 0 0