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
AMAZON COM INC COM 023135106 20,179 24,100 SH   DFND 1 24,100 0 0
AMAZON COM INC COM 023135106 22,388 26,738 SH   DFND 2 26,738 0 0
AMTRUST FINL SVCS INC COM 032359309 26,876 1,001,700 SH   DFND 1 1,001,700 0 0
AMTRUST FINL SVCS INC COM 032359309 29,894 1,114,198 SH   DFND 2 1,114,198 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 8,956 1,288,618 SH   DFND 1 1,288,618 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 9,962 1,433,425 SH   DFND 2 1,433,425 0 0
ATLASSIAN CORP PLC CL A G06242104 11,073 369,455 SH   DFND 1 369,455 0 0
ATLASSIAN CORP PLC CL A G06242104 12,318 411,010 SH   DFND 2 411,010 0 0
B/E AEROSPACE INC COM 073302101 10,743 207,952 SH   DFND 1 207,952 0 0
B/E AEROSPACE INC COM 073302101 11,951 231,330 SH   DFND 2 231,330 0 0
CARTER INC COM 146229109 10,048 115,884 SH   DFND 1 115,884 0 0
CARTER INC COM 146229109 11,178 128,915 SH   DFND 2 128,915 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,089 89,227 SH   DFND 1 89,227 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 26,795 99,253 SH   DFND 2 99,253 0 0
DOLLAR GEN CORP NEW COM 256677105 7,923 113,200 SH   DFND 1 113,200 0 0
DOLLAR GEN CORP NEW COM 256677105 8,812 125,900 SH   DFND 2 125,900 0 0
EXPEDIA INC DEL COM NEW 30212P303 23,192 198,700 SH   DFND 1 198,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 25,795 220,997 SH   DFND 2 220,997 0 0
FACEBOOK INC CL A 30303M102 15,559 121,300 SH   DFND 1 121,300 0 0
FACEBOOK INC CL A 30303M102 17,299 134,867 SH   DFND 2 134,867 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,559 83,800 SH   DFND 1 83,800 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,188 93,180 SH   DFND 2 93,180 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,390 223,247 SH   DFND 1 223,247 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,892 248,278 SH   DFND 2 248,278 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,633 131,668 SH   DFND 1 131,668 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 6,554 233,641 SH   DFND 1 233,641 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,618 76,600 SH   DFND 1 76,600 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 21,280 644,059 SH   DFND 1 644,059 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 4,042 146,487 SH   DFND 2 146,487 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 7,293 260,009 SH   DFND 2 260,009 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,837 83,000 SH   DFND 2 83,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 23,672 716,478 SH   DFND 2 716,478 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 4,492 224,500 SH   DFND 1 224,500 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 4,999 249,818 SH   DFND 2 249,818 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,434 132,000 SH   DFND 1 132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,936 146,760 SH   DFND 2 146,760 0 0
PAYPAL HLDGS INC COM 70450Y103 2,266 55,300 SH   DFND 1 55,300 0 0
PAYPAL HLDGS INC COM 70450Y103 2,520 61,500 SH   DFND 2 61,500 0 0
PRICELINE GRP INC COM NEW 741503403 16,775 11,400 SH   DFND 1 11,400 0 0
PRICELINE GRP INC COM NEW 741503403 18,613 12,649 SH   DFND 2 12,649 0 0
SALESFORCE COM INC COM 79466L302 4,480 62,800 SH   DFND 1 62,800 0 0
SALESFORCE COM INC COM 79466L302 4,986 69,904 SH   DFND 2 69,904 0 0
SBA COMMUNICATIONS CORP COM 78388J106 23,506 209,572 SH   DFND 1 209,572 0 0
SBA COMMUNICATIONS CORP COM 78388J106 26,143 233,087 SH   DFND 2 233,087 0 0
SEI INVESTMENTS CO COM 784117103 13,282 291,200 SH   DFND 1 291,200 0 0
SEI INVESTMENTS CO COM 784117103 14,773 323,909 SH   DFND 2 323,909 0 0
SYNCHRONY FINL COM 87165B103 10,366 370,200 SH   DFND 1 370,200 0 0
SYNCHRONY FINL COM 87165B103 11,530 411,800 SH   DFND 2 411,800 0 0
TRANSDIGM GROUP INC COM 893641100 16,684 57,706 SH   DFND 1 57,706 0 0
TRANSDIGM GROUP INC COM 893641100 18,548 64,155 SH   DFND 2 64,155 0 0
UNIVAR INC COM 91336L107 13,412 613,840 SH   DFND 1 613,840 0 0
UNIVAR INC COM 91336L107 14,917 682,692 SH   DFND 2 682,692 0 0
VEEVA SYS INC CL A COM 922475108 5,598 135,600 SH   DFND 1 135,600 0 0
VEEVA SYS INC CL A COM 922475108 6,229 150,900 SH   DFND 2 150,900 0 0
VERISK ANALYTICS INC COM 92345Y106 8,973 110,400 SH   DFND 1 110,400 0 0
VERISK ANALYTICS INC COM 92345Y106 9,979 122,771 SH   DFND 2 122,771 0 0
VISA INC COM CL A 92826C839 20,104 243,100 SH   DFND 1 243,100 0 0
VISA INC COM CL A 92826C839 22,370 270,500 SH   DFND 2 270,500 0 0