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
ADT INC COM 00090Q103 516 65,032 SH   DFND 2 65,032 0 0
ADT INC COM 00090Q103 146 18,468 SH   DFND 1 18,468 0 0
AIR PRODS & CHEMS INC COM 009158106 10,491 44,643 SH   DFND 1 44,643 0 0
AIR PRODS & CHEMS INC COM 009158106 37,273 158,614 SH   DFND 2 158,614 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,282 81,480 SH   DFND 1 81,480 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61,863 291,667 SH   DFND 2 291,667 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,365 44,314 SH   DFND 1 44,314 0 0
ALIGN TECHNOLOGY INC COM 016255101 43,945 157,486 SH   DFND 2 157,486 0 0
AMAZON COM INC COM 023135106 18,534 10,030 SH   DFND 1 10,030 0 0
AMAZON COM INC COM 023135106 65,260 35,317 SH   DFND 2 35,317 0 0
ARAMARK COM 03852U106 11,611 267,541 SH   DFND 1 267,541 0 0
ARAMARK COM 03852U106 41,564 957,696 SH   DFND 2 957,696 0 0
BOEING CO COM 097023105 10,595 32,523 SH   DFND 1 32,523 0 0
BOEING CO COM 097023105 37,282 114,447 SH   DFND 2 114,447 0 0
CARTERS INC COM 146229109 7,508 68,670 SH   DFND 1 68,670 0 0
CARTERS INC COM 146229109 26,875 245,792 SH   DFND 2 245,792 0 0
COUPA SOFTWARE INC COM 22266L106 7,554 51,653 SH   DFND 1 51,653 0 0
COUPA SOFTWARE INC COM 22266L106 26,814 183,341 SH   DFND 2 183,341 0 0
CRONOS GROUP INC COM 22717L101 491 64,051 SH   DFND 1 64,051 0 0
CRONOS GROUP INC COM 22717L101 1,730 225,549 SH   DFND 2 225,549 0 0
CSX CORP COM 126408103 8,059 111,367 SH   DFND 1 111,367 0 0
CSX CORP COM 126408103 28,844 398,622 SH   DFND 2 398,622 0 0
DOMINOS PIZZA INC COM 25754A201 8,100 27,570 SH   DFND 1 27,570 0 0
DOMINOS PIZZA INC COM 25754A201 28,447 96,830 SH   DFND 2 96,830 0 0
ELASTIC N V ORD SHS N14506104 17,843 277,500 SH   DFND 2 277,500 0 0
ELASTIC N V ORD SHS N14506104 4,983 77,500 SH   DFND 1 77,500 0 0
EVERBRIDGE INC COM 29978A104 7,822 100,183 SH   DFND 1 100,183 0 0
EVERBRIDGE INC COM 29978A104 27,974 358,279 SH   DFND 2 358,279 0 0
FACEBOOK INC CL A 30303M102 16,338 79,600 SH   DFND 1 79,600 0 0
FACEBOOK INC CL A 30303M102 57,491 280,100 SH   DFND 2 280,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 48,573 349,221 SH   DFND 2 349,221 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,822 99,373 SH   DFND 1 99,373 0 0
FISERV INC COM 337738108 9,781 84,589 SH   DFND 1 84,589 0 0
FISERV INC COM 337738108 35,004 302,721 SH   DFND 2 302,721 0 0
JACOBS ENGR GROUP INC COM 469814107 11,418 127,107 SH   DFND 1 127,107 0 0
JACOBS ENGR GROUP INC COM 469814107 40,872 454,994 SH   DFND 2 454,994 0 0
NETFLIX INC COM 64110L106 12,389 38,288 SH   DFND 1 38,288 0 0
NETFLIX INC COM 64110L106 44,335 137,019 SH   DFND 2 137,019 0 0
NEXTDECADE CORP COM 65342K105 23,532 3,832,630 SH   DFND 1 3,832,630 0 0
NEXTDECADE CORP COM 65342K105 66,955 10,904,733 SH   DFND 2 10,904,733 0 0
NEXTDECADE CORP COM 65342K105 29,558 4,813,971 SH   SOLE   4,813,971 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,656 23,984 SH   DFND 1 23,984 0 0
NORFOLK SOUTHERN CORP COM 655844108 16,667 85,854 SH   DFND 2 85,854 0 0
PLANET FITNESS INC CL A 72703H101 5,104 68,345 SH   DFND 1 68,345 0 0
PLANET FITNESS INC CL A 72703H101 18,269 244,635 SH   DFND 2 244,635 0 0
SERVICENOW INC COM 81762P102 32,150 113,877 SH   DFND 2 113,877 0 0
SERVICENOW INC COM 81762P102 8,982 31,815 SH   DFND 1 31,815 0 0
SMARTSHEET INC COM CL A 83200N103 49,476 1,101,421 SH   DFND 2 1,101,421 0 0
SMARTSHEET INC COM CL A 83200N103 13,820 307,651 SH   DFND 1 307,651 0 0
THE REALREAL INC COM 88339P101 377 20,016 SH   DFND 1 20,016 0 0
THE REALREAL INC COM 88339P101 1,329 70,484 SH   DFND 2 70,484 0 0
TRANSDIGM GROUP INC COM 893641100 10,983 19,613 SH   DFND 1 19,613 0 0
TRANSDIGM GROUP INC COM 893641100 38,587 68,906 SH   DFND 2 68,906 0 0
TWILIO INC CL A 90138F102 43,378 441,368 SH   DFND 2 441,368 0 0
TWILIO INC CL A 90138F102 12,218 124,315 SH   DFND 1 124,315 0 0
UBER TECHNOLOGIES INC COM 90353T100 15,601 524,580 SH   DFND 1 524,580 0 0
UBER TECHNOLOGIES INC COM 90353T100 55,809 1,876,555 SH   DFND 2 1,876,555 0 0
UNIVAR SOLUTIONS INC COM 91336L107 11,402 470,362 SH   DFND 1 470,362 0 0
UNIVAR SOLUTIONS INC COM 91336L107 40,809 1,683,538 SH   DFND 2 1,683,538 0 0
WASTE MGMT INC DEL COM 94106L109 13,808 121,164 SH   DFND 1 121,164 0 0
WASTE MGMT INC DEL COM 94106L109 49,033 430,263 SH   DFND 2 430,263 0 0
WIX COM LTD SHS M98068105 56,397 460,836 SH   DFND 2 460,836 0 0
WIX COM LTD SHS M98068105 15,889 129,833 SH   DFND 1 129,833 0 0