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 SYSTEMS INCORPORATED COM 00724F101 5,336 11,224 SH   DFND   11,224 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 16,337 34,366 SH   SOLE   34,366 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,197 61,420 SH   DFND 1,2,3 61,420 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,576 20,181 SH   DFND   20,181 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,020 61,834 SH   SOLE   61,834 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,041 110,442 SH   DFND 1,2,3 110,442 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,866 3,446 SH   DFND   3,446 0 0
ALIGN TECHNOLOGY INC COM 016255101 13,629 25,168 SH   DFND 1,2 25,168 0 0
ALPHABET INC CAP STK CL C 02079K107 5,054 2,443 SH   DFND   2,443 0 0
ALPHABET INC CAP STK CL C 02079K107 15,401 7,445 SH   SOLE   7,445 0 0
ALPHABET INC CAP STK CL C 02079K107 27,676 13,379 SH   DFND 1,2,3 13,379 0 0
ALTERYX INC COM CL A 02156B103 4,571 55,101 SH   DFND   55,101 0 0
ALTERYX INC COM CL A 02156B103 14,116 170,153 SH   SOLE   170,153 0 0
ALTERYX INC COM CL A 02156B103 24,929 300,500 SH   DFND 1,2,3 300,500 0 0
AMAZON COM INC COM 023135106 4,855 1,569 SH   DFND   1,569 0 0
AMAZON COM INC COM 023135106 13,985 4,520 SH   SOLE   4,520 0 0
AMAZON COM INC COM 023135106 26,210 8,471 SH   DFND 1,2,3 8,471 0 0
BOEING CO COM 097023105 5,510 21,630 SH   DFND   21,630 0 0
BOEING CO COM 097023105 16,786 65,900 SH   SOLE   65,900 0 0
BOEING CO COM 097023105 30,202 118,570 SH   DFND 1,2,3 118,570 0 0
BOOKING HOLDINGS INC COM 09857L108 5,023 2,156 SH   DFND   2,156 0 0
BOOKING HOLDINGS INC COM 09857L108 15,242 6,542 SH   SOLE   6,542 0 0
BOOKING HOLDINGS INC COM 09857L108 27,511 11,808 SH   DFND 1,2,3 11,808 0 0
CARMAX INC COM 143130102 5,183 39,071 SH   DFND   39,071 0 0
CARMAX INC COM 143130102 15,904 119,884 SH   SOLE   119,884 0 0
CARMAX INC COM 143130102 28,384 213,962 SH   DFND 1,2,3 213,962 0 0
CONTEXTLOGIC INC COM CL A 21077C107 1,877 118,769 SH   DFND   118,769 0 0
CONTEXTLOGIC INC COM CL A 21077C107 13,707 867,541 SH   DFND 1,2 867,541 0 0
FACEBOOK INC CL A 30303M102 5,026 17,066 SH   DFND   17,066 0 0
FACEBOOK INC CL A 30303M102 15,417 52,346 SH   SOLE   52,346 0 0
FACEBOOK INC CL A 30303M102 27,515 93,421 SH   DFND 1,2,3 93,421 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,978 48,980 SH   DFND   48,980 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 15,306 150,609 SH   SOLE   150,609 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 27,189 267,532 SH   DFND 1,2,3 267,532 0 0
HEALTH CATALYST INC COM 42225T107 1,783 38,115 SH   DFND   38,115 0 0
HEALTH CATALYST INC COM 42225T107 13,064 279,329 SH   DFND 1,2 279,329 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 308 2,550 SH   DFND   2,550 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,248 18,590 SH   DFND 1,2 18,590 0 0
INTUIT COM 461202103 1,919 5,010 SH   DFND   5,010 0 0
INTUIT COM 461202103 14,024 36,610 SH   DFND 1,2 36,610 0 0
JETBLUE AWYS CORP COM 477143101 317 15,600 SH   DFND   15,600 0 0
JETBLUE AWYS CORP COM 477143101 2,317 113,930 SH   DFND 1,2 113,930 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,835 21,674 SH   DFND   21,674 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 13,404 158,342 SH   DFND 1,2 158,342 0 0
MATCH GROUP INC NEW COM 57667L107 1,762 12,823 SH   DFND   12,823 0 0
MATCH GROUP INC NEW COM 57667L107 12,880 93,758 SH   DFND 1,2 93,758 0 0
MICROSOFT CORP COM 594918104 4,793 20,330 SH   DFND   20,330 0 0
MICROSOFT CORP COM 594918104 14,705 62,370 SH   SOLE   62,370 0 0
MICROSOFT CORP COM 594918104 26,241 111,300 SH   DFND 1,2,3 111,300 0 0
NETFLIX INC COM 64110L106 4,953 9,495 SH   DFND   9,495 0 0
NETFLIX INC COM 64110L106 14,991 28,738 SH   SOLE   28,738 0 0
NETFLIX INC COM 64110L106 27,182 52,107 SH   DFND 1,2,3 52,107 0 0
NIKE INC CL B 654106103 4,561 34,323 SH   DFND   34,323 0 0
NIKE INC CL B 654106103 13,355 100,499 SH   SOLE   100,499 0 0
NIKE INC CL B 654106103 24,465 184,098 SH   DFND 1,2,3 184,098 0 0
PAYPAL HLDGS INC COM 70450Y103 4,987 20,538 SH   DFND   20,538 0 0
PAYPAL HLDGS INC COM 70450Y103 15,238 62,751 SH   SOLE   62,751 0 0
PAYPAL HLDGS INC COM 70450Y103 27,291 112,382 SH   DFND 1,2,3 112,382 0 0
PROOFPOINT INC COM 743424103 1,797 14,286 SH   DFND   14,286 0 0
PROOFPOINT INC COM 743424103 12,693 100,905 SH   DFND 1,2 100,905 0 0
PVH CORPORATION COM 693656100 5,300 50,140 SH   DFND   50,140 0 0
PVH CORPORATION COM 693656100 16,096 152,284 SH   SOLE   152,284 0 0
PVH CORPORATION COM 693656100 29,068 275,004 SH   DFND 1,2,3 275,004 0 0
RH COM 74967X103 5,772 9,674 SH   DFND   9,674 0 0
RH COM 74967X103 17,630 29,550 SH   SOLE   29,550 0 0
RH COM 74967X103 31,611 52,985 SH   DFND 1,2,3 52,985 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 628 7,340 SH   DFND   7,340 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 4,590 53,610 SH   DFND 1,2 53,610 0 0
SALESFORCE COM INC COM 79466L302 4,508 21,277 SH   DFND   21,277 0 0
SALESFORCE COM INC COM 79466L302 13,652 64,435 SH   SOLE   64,435 0 0
SALESFORCE COM INC COM 79466L302 24,752 116,825 SH   DFND 1,2,3 116,825 0 0
SEA LTD SPONSORD ADS 81141R100 1,697 7,601 SH   DFND   7,601 0 0
SEA LTD SPONSORD ADS 81141R100 12,404 55,565 SH   DFND 1,2 55,565 0 0
STARBUCKS CORP COM 855244109 5,128 46,931 SH   DFND   46,931 0 0
STARBUCKS CORP COM 855244109 15,520 142,037 SH   SOLE   142,037 0 0
STARBUCKS CORP COM 855244109 28,060 256,797 SH   DFND 1,2,3 256,797 0 0
T-MOBILE US INC COM 872590104 1,927 15,380 SH   DFND   15,380 0 0
T-MOBILE US INC COM 872590104 14,080 112,380 SH   DFND 1,2 112,380 0 0
VISA INC COM CL A 92826C839 4,936 23,311 SH   DFND   23,311 0 0
VISA INC COM CL A 92826C839 15,026 70,966 SH   SOLE   70,966 0 0
VISA INC COM CL A 92826C839 27,039 127,706 SH   DFND 1,2,3 127,706 0 0
WORKDAY INC CL A 98138H101 4,775 19,222 SH   DFND   19,222 0 0
WORKDAY INC CL A 98138H101 14,565 58,627 SH   SOLE   58,627 0 0
WORKDAY INC CL A 98138H101 26,185 105,401 SH   DFND 1,2,3 105,401 0 0
WYNN RESORTS LTD COM 983134107 293 2,340 SH   DFND   2,340 0 0
WYNN RESORTS LTD COM 983134107 2,144 17,100 SH   DFND 1,2 17,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,654 12,762 SH   DFND   12,762 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 12,087 93,238 SH   DFND 1,2 93,238 0 0