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
ACTIVISION BLIZZARD INC COM 00507V109 3,640 100,800 SH   DFND 1 100,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,535 97,900 SH   DFND 2 97,900 0 0
AMAZON COM INC COM 023135106 19,497 26,000 SH   DFND 1 26,000 0 0
AMAZON COM INC COM 023135106 18,925 25,238 SH   DFND 2 25,238 0 0
AMTRUST FINL SVCS INC COM 032359309 25,740 940,100 SH   DFND 1 940,100 0 0
AMTRUST FINL SVCS INC COM 032359309 25,006 913,298 SH   DFND 2 913,298 0 0
ATHENE HLDG LTD CL A G0684D107 6,037 125,800 SH   DFND 1 125,800 0 0
ATHENE HLDG LTD CL A G0684D107 5,864 122,200 SH   DFND 2 122,200 0 0
ATLASSIAN CORP PLC CL A G06242104 10,129 420,655 SH   DFND 1 420,655 0 0
ATLASSIAN CORP PLC CL A G06242104 9,844 408,810 SH   DFND 2 408,810 0 0
CARTER INC COM 146229109 10,348 119,784 SH   DFND 1 119,784 0 0
CARTER INC COM 146229109 10,057 116,415 SH   DFND 2 116,415 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,999 86,827 SH   DFND 1 86,827 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,287 84,353 SH   DFND 2 84,353 0 0
CITIGROUP INC COM NEW 172967424 9,348 157,300 SH   DFND 1 157,300 0 0
CITIGROUP INC COM NEW 172967424 9,081 152,800 SH   DFND 2 152,800 0 0
EXPEDIA INC DEL COM NEW 30212P303 17,876 157,800 SH   DFND 1 157,800 0 0
EXPEDIA INC DEL COM NEW 30212P303 17,365 153,297 SH   DFND 2 153,297 0 0
FACEBOOK INC CL A 30303M102 7,340 63,800 SH   DFND 1 63,800 0 0
FACEBOOK INC CL A 30303M102 7,141 62,067 SH   DFND 2 62,067 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,817 83,500 SH   DFND 1 83,500 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,503 81,280 SH   DFND 2 81,280 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 11,241 227,877 SH   DFND 1 227,877 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 10,921 221,378 SH   DFND 2 221,378 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,690 279,100 SH   DFND 1 279,100 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,584 271,100 SH   DFND 2 271,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 19,800 666,659 SH   DFND 1 666,659 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 19,260 648,478 SH   DFND 2 648,478 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,979 125,700 SH   DFND 1 125,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,613 122,160 SH   DFND 2 122,160 0 0
PAYPAL HLDGS INC COM 70450Y103 7,116 180,300 SH   DFND 1 180,300 0 0
PAYPAL HLDGS INC COM 70450Y103 6,907 175,000 SH   DFND 2 175,000 0 0
PRICELINE GRP INC COM NEW 741503403 15,833 10,800 SH   DFND 1 10,800 0 0
PRICELINE GRP INC COM NEW 741503403 15,319 10,449 SH   DFND 2 10,449 0 0
SBA COMMUNICATIONS CORP COM 78388J106 24,976 241,872 SH   DFND 1 241,872 0 0
SBA COMMUNICATIONS CORP COM 78388J106 24,265 234,987 SH   DFND 2 234,987 0 0
SEI INVESTMENTS CO COM 784117103 13,268 268,800 SH   DFND 1 268,800 0 0
SEI INVESTMENTS CO COM 784117103 12,888 261,109 SH   DFND 2 261,109 0 0
SYNCHRONY FINL COM 87165B103 18,367 506,400 SH   DFND 1 506,400 0 0
SYNCHRONY FINL COM 87165B103 17,848 492,100 SH   DFND 2 492,100 0 0
TRANSDIGM GROUP INC COM 893641100 15,387 61,806 SH   DFND 1 61,806 0 0
TRANSDIGM GROUP INC COM 893641100 14,951 60,055 SH   DFND 2 60,055 0 0
UNIVAR INC COM 91336L107 7,196 253,640 SH   DFND 1 253,640 0 0
UNIVAR INC COM 91336L107 6,990 246,392 SH   DFND 2 246,392 0 0
VEEVA SYS INC CL A COM 922475108 7,208 177,100 SH   DFND 1 177,100 0 0
VEEVA SYS INC CL A COM 922475108 7,013 172,300 SH   DFND 2 172,300 0 0
VERISK ANALYTICS INC COM 92345Y106 7,135 87,900 SH   DFND 1 87,900 0 0
VERISK ANALYTICS INC COM 92345Y106 6,930 85,371 SH   DFND 2 85,371 0 0
VISA INC COM CL A 92826C839 17,960 230,200 SH   DFND 1 230,200 0 0
VISA INC COM CL A 92826C839 17,453 223,700 SH   DFND 2 223,700 0 0