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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 101,977 618,942 SH   DFND 2 618,942 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,787 186,858 SH   DFND 1 186,858 0 0
ALPHABET INC CAP STK CL A 02079K305 19,795 16,399 SH   DFND 1 16,399 0 0
ALPHABET INC CAP STK CL A 02079K305 65,402 54,182 SH   DFND 2 54,182 0 0
AMAZON COM INC COM 023135106 16,787 8,381 SH   DFND 1 8,381 0 0
AMAZON COM INC COM 023135106 55,441 27,679 SH   DFND 2 27,679 0 0
BOYD GAMING CORP COM 103304101 20,076 593,099 SH   DFND 1 593,099 0 0
BOYD GAMING CORP COM 103304101 66,421 1,962,201 SH   DFND 2 1,962,201 0 0
BROADCOM INC COM 11135F101 32,652 132,340 SH   DFND 1 132,340 0 0
BROADCOM INC COM 11135F101 107,823 437,010 SH   DFND 2 437,010 0 0
CAESARS ENTMT CORP COM 127686103 44,148 4,307,130 SH   DFND 1 4,307,130 0 0
CAESARS ENTMT CORP COM 127686103 145,868 14,231,018 SH   DFND 2 14,231,018 0 0
CANADIAN PAC RY LTD COM 13645T100 12,508 59,018 SH   DFND 1 59,018 0 0
CARTERS INC COM 146229109 49,334 500,348 SH   DFND 2 500,348 0 0
CARTERS INC COM 146229109 14,938 151,505 SH   DFND 1 151,505 0 0
CSX CORP COM 126408103 17,799 240,366 SH   DFND 1 240,366 0 0
CSX CORP COM 126408103 58,810 794,193 SH   DFND 2 794,193 0 0
DOWDUPONT INC COM 26078J100 27,252 423,756 SH   DFND 1 423,756 0 0
DOWDUPONT INC COM 26078J100 90,046 1,400,194 SH   DFND 2 1,400,194 0 0
DXC TECHNOLOGY CO COM 23355L106 18,507 197,898 SH   DFND 1 197,898 0 0
DXC TECHNOLOGY CO COM 23355L106 61,149 653,858 SH   DFND 2 653,858 0 0
ENVISION HEALTHCARE CORP COM 29414D100 14,775 323,097 SH   DFND 1 323,097 0 0
ENVISION HEALTHCARE CORP COM 29414D100 48,731 1,065,622 SH   DFND 2 1,065,622 0 0
FACEBOOK INC CL A 30303M102 34,432 209,361 SH   DFND 1 209,361 0 0
FACEBOOK INC CL A 30303M102 113,751 691,666 SH   DFND 2 691,666 0 0
FIRST DATA CORP NEW COM CL A 32008D106 17,823 728,371 SH   DFND 1 728,371 0 0
FIRST DATA CORP NEW COM CL A 32008D106 58,903 2,407,163 SH   DFND 2 2,407,163 0 0
GODADDY INC CL A 380237107 24,687 296,047 SH   DFND 1 296,047 0 0
GODADDY INC CL A 380237107 81,777 980,652 SH   DFND 2 980,652 0 0
GOGO INC COM 38046C109 16,963 3,268,424 SH   DFND 2 3,268,424 0 0
GOGO INC COM 38046C109 5,589 1,076,955 SH   DFND 1 1,076,955 0 0
NETFLIX INC COM 64110L106 21,527 57,540 SH   DFND 1 57,540 0 0
NETFLIX INC COM 64110L106 71,103 190,050 SH   DFND 2 190,050 0 0
NEXTDECADE CORP COM 65342K105 21,654 3,832,630 SH   DFND 1 3,832,630 0 0
NEXTDECADE CORP COM 65342K105 61,612 10,904,733 SH   DFND 2 10,904,733 0 0
NEXTDECADE CORP COM 65342K105 27,199 4,813,971 SH   SOLE   4,813,971 0 0
NORFOLK SOUTHERN CORP COM 655844108 14,007 77,600 SH   DFND 1 77,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 46,244 256,200 SH   DFND 2 256,200 0 0
PTC INC COM 69370C100 17,456 164,389 SH   DFND 1 164,389 0 0
PTC INC COM 69370C100 57,643 542,829 SH   DFND 2 542,829 0 0
SALESFORCE COM INC COM 79466L302 21,867 137,500 SH   DFND 1 137,500 0 0
SALESFORCE COM INC COM 79466L302 72,390 455,200 SH   DFND 2 455,200 0 0
SERVICENOW INC COM 81762P102 16,236 82,993 SH   DFND 1 82,993 0 0
SERVICENOW INC COM 81762P102 53,620 274,090 SH   DFND 2 274,090 0 0
SHERWIN WILLIAMS CO COM 824348106 22,422 49,256 SH   DFND 1 49,256 0 0
SHERWIN WILLIAMS CO COM 824348106 74,087 162,754 SH   DFND 2 162,754 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 70,500 1,240,540 SH   DFND 2 1,240,540 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 21,333 375,390 SH   DFND 1 375,390 0 0
SYNCHRONY FINL COM 87165B103 20,260 651,865 SH   DFND 1 651,865 0 0
SYNCHRONY FINL COM 87165B103 66,708 2,146,329 SH   DFND 2 2,146,329 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,077 131,000 SH   DFND 1 131,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 59,694 432,600 SH   DFND 2 432,600 0 0
TJX COS INC NEW COM 872540109 7,701 68,748 SH   DFND 1 68,748 0 0
TJX COS INC NEW COM 872540109 25,427 226,984 SH   DFND 2 226,984 0 0
TRANSDIGM GROUP INC COM 893641100 29,730 79,855 SH   DFND 1 79,855 0 0
TRANSDIGM GROUP INC COM 893641100 97,912 262,991 SH   DFND 2 262,991 0 0
UNIVAR INC COM 91336L107 22,247 725,610 SH   DFND 1 725,610 0 0
UNIVAR INC COM 91336L107 73,048 2,382,510 SH   DFND 2 2,382,510 0 0
VICI PPTYS INC COM 925652109 75,553 3,494,601 SH   DFND 2 3,494,601 0 0
VICI PPTYS INC COM 925652109 22,871 1,057,848 SH   DFND 1 1,057,848 0 0