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 5,038 8,602 SH   DFND   8,602 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 16,471 28,125 SH   SOLE   28,125 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,055 49,613 SH   DFND 1,2,3 49,613 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,066 22,341 SH   DFND   22,341 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,229 71,564 SH   SOLE   71,564 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,357 129,452 SH   DFND 1,2,3 129,452 0 0
ALPHABET INC CAP STK CL C 02079K107 4,920 1,963 SH   DFND   1,963 0 0
ALPHABET INC CAP STK CL C 02079K107 15,702 6,265 SH   SOLE   6,265 0 0
ALPHABET INC CAP STK CL C 02079K107 28,444 11,349 SH   DFND 1,2,3 11,349 0 0
ALTERYX INC COM CL A 02156B103 4,861 56,511 SH   DFND   56,511 0 0
ALTERYX INC COM CL A 02156B103 15,919 185,063 SH   SOLE   185,063 0 0
ALTERYX INC COM CL A 02156B103 28,052 326,110 SH   DFND 1,2,3 326,110 0 0
AMAZON COM INC COM 023135106 4,830 1,404 SH   DFND   1,404 0 0
AMAZON COM INC COM 023135106 14,930 4,340 SH   SOLE   4,340 0 0
AMAZON COM INC COM 023135106 28,282 8,221 SH   DFND 1,2,3 8,221 0 0
BOEING CO COM 097023105 4,772 19,920 SH   DFND   19,920 0 0
BOEING CO COM 097023105 15,143 63,210 SH   SOLE   63,210 0 0
BOEING CO COM 097023105 27,811 116,090 SH   DFND 1,2,3 116,090 0 0
BOOKING HOLDINGS INC COM 09857L108 4,871 2,226 SH   DFND   2,226 0 0
BOOKING HOLDINGS INC COM 09857L108 16,043 7,332 SH   SOLE   7,332 0 0
BOOKING HOLDINGS INC COM 09857L108 27,872 12,738 SH   DFND 1,2,3 12,738 0 0
CARMAX INC COM 143130102 5,207 40,319 SH   DFND   40,319 0 0
CARMAX INC COM 143130102 17,015 131,743 SH   SOLE   131,743 0 0
CARMAX INC COM 143130102 30,087 232,965 SH   DFND 1,2,3 232,965 0 0
FACEBOOK INC CL A 30303M102 5,002 14,386 SH   DFND   14,386 0 0
FACEBOOK INC CL A 30303M102 16,025 46,086 SH   SOLE   46,086 0 0
FACEBOOK INC CL A 30303M102 28,992 83,381 SH   DFND 1,2,3 83,381 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,776 42,368 SH   DFND   42,368 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 15,616 138,534 SH   SOLE   138,534 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 27,600 244,858 SH   DFND 1,2,3 244,858 0 0
HEALTH CATALYST INC COM 42225T107 1,883 33,915 SH   DFND   33,915 0 0
HEALTH CATALYST INC COM 42225T107 13,396 241,319 SH   DFND 1,2 241,319 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,956 16,220 SH   DFND   16,220 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,917 115,380 SH   DFND 1,2 115,380 0 0
JETBLUE AWYS CORP COM 477143101 1,882 112,179 SH   DFND   112,179 0 0
JETBLUE AWYS CORP COM 477143101 13,372 796,925 SH   DFND 1,2 796,925 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,870 21,354 SH   DFND   21,354 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 13,562 154,832 SH   DFND 1,2 154,832 0 0
MICROSOFT CORP COM 594918104 5,093 18,800 SH   DFND   18,800 0 0
MICROSOFT CORP COM 594918104 16,205 59,820 SH   SOLE   59,820 0 0
MICROSOFT CORP COM 594918104 29,599 109,260 SH   DFND 1,2,3 109,260 0 0
NETFLIX INC COM 64110L106 4,624 8,755 SH   DFND   8,755 0 0
NETFLIX INC COM 64110L106 14,562 27,568 SH   SOLE   27,568 0 0
NETFLIX INC COM 64110L106 26,953 51,027 SH   DFND 1,2,3 51,027 0 0
NIKE INC CL B 654106103 4,916 31,823 SH   DFND   31,823 0 0
NIKE INC CL B 654106103 16,141 104,479 SH   SOLE   104,479 0 0
NIKE INC CL B 654106103 28,094 181,848 SH   DFND 1,2,3 181,848 0 0
PAGERDUTY INC COM 69553P100 601 14,103 SH   DFND   14,103 0 0
PAGERDUTY INC COM 69553P100 4,356 102,291 SH   DFND 1,2 102,291 0 0
PAYPAL HLDGS INC COM 70450Y103 5,275 18,098 SH   DFND   18,098 0 0
PAYPAL HLDGS INC COM 70450Y103 16,886 57,931 SH   SOLE   57,931 0 0
PAYPAL HLDGS INC COM 70450Y103 30,778 105,592 SH   DFND 1,2,3 105,592 0 0
PVH CORPORATION COM 693656100 4,569 42,470 SH   DFND   42,470 0 0
PVH CORPORATION COM 693656100 14,562 135,344 SH   SOLE   135,344 0 0
PVH CORPORATION COM 693656100 26,517 246,464 SH   DFND 1,2,3 246,464 0 0
RH COM 74967X103 1,884 2,774 SH   DFND   2,774 0 0
RH COM 74967X103 13,836 20,377 SH   DFND 1,2 20,377 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,955 22,930 SH   DFND   22,930 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,884 162,800 SH   DFND 1,2 162,800 0 0
SALESFORCE COM INC COM 79466L302 4,721 19,327 SH   DFND   19,327 0 0
SALESFORCE COM INC COM 79466L302 15,097 61,805 SH   SOLE   61,805 0 0
SALESFORCE COM INC COM 79466L302 27,123 111,035 SH   DFND 1,2,3 111,035 0 0
SEA LTD SPONSORD ADS 81141R100 1,901 6,921 SH   DFND   6,921 0 0
SEA LTD SPONSORD ADS 81141R100 13,514 49,215 SH   DFND 1,2 49,215 0 0
STARBUCKS CORP COM 855244109 4,674 41,801 SH   DFND   41,801 0 0
STARBUCKS CORP COM 855244109 14,965 133,847 SH   SOLE   133,847 0 0
STARBUCKS CORP COM 855244109 27,279 243,977 SH   DFND 1,2,3 243,977 0 0
T-MOBILE US INC COM 872590104 1,912 13,200 SH   DFND   13,200 0 0
T-MOBILE US INC COM 872590104 13,863 95,720 SH   DFND 1,2 95,720 0 0
TWITTER INC COM 90184L102 1,941 28,210 SH   DFND   28,210 0 0
TWITTER INC COM 90184L102 14,077 204,579 SH   DFND 1,2 204,579 0 0
VISA INC COM CL A 92826C839 4,992 21,351 SH   DFND   21,351 0 0
VISA INC COM CL A 92826C839 15,915 68,066 SH   SOLE   68,066 0 0
VISA INC COM CL A 92826C839 29,107 124,486 SH   DFND 1,2,3 124,486 0 0
WORKDAY INC CL A 98138H101 4,759 19,932 SH   DFND   19,932 0 0
WORKDAY INC CL A 98138H101 15,245 63,857 SH   SOLE   63,857 0 0
WORKDAY INC CL A 98138H101 27,582 115,531 SH   DFND 1,2,3 115,531 0 0
WYNN RESORTS LTD COM 983134107 1,923 15,720 SH   DFND   15,720 0 0
WYNN RESORTS LTD COM 983134107 14,084 115,160 SH   DFND 1,2 115,160 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,095 17,142 SH   DFND   17,142 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 15,194 124,318 SH   DFND 1,2 124,318 0 0