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 16,544 18,661 SH   DFND 1 18,661 0 0
AMAZON COM INC COM 023135106 15,583 17,577 SH   DFND 2 17,577 0 0
ATHENE HLDG LTD CL A G0684D107 10,974 219,517 SH   DFND 1 219,517 0 0
ATHENE HLDG LTD CL A G0684D107 10,340 206,838 SH   DFND 2 206,838 0 0
ATLASSIAN CORP PLC CL A G06242104 11,053 369,055 SH   DFND 1 369,055 0 0
ATLASSIAN CORP PLC CL A G06242104 10,411 347,610 SH   DFND 2 347,610 0 0
AUTODESK INC COM 052769106 3,831 44,300 SH   DFND 1 44,300 0 0
AUTODESK INC COM 052769106 3,614 41,800 SH   DFND 2 41,800 0 0
CARTER INC COM 146229109 9,158 101,984 SH   DFND 1 101,984 0 0
CARTER INC COM 146229109 8,631 96,115 SH   DFND 2 96,115 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,404 56,227 SH   DFND 1 56,227 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,333 52,953 SH   DFND 2 52,953 0 0
CITIGROUP INC COM NEW 172967424 11,491 192,100 SH   DFND 1 192,100 0 0
CITIGROUP INC COM NEW 172967424 10,827 181,000 SH   DFND 2 181,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 16,252 128,809 SH   DFND 1 128,809 0 0
EXPEDIA INC DEL COM NEW 30212P303 15,317 121,397 SH   DFND 2 121,397 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,312 94,510 SH   DFND 1 94,510 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 13,486 89,059 SH   DFND 2 89,059 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,022 179,800 SH   DFND 1 179,800 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,729 169,300 SH   DFND 2 169,300 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 11,946 212,077 SH   DFND 1 212,077 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 11,253 199,778 SH   DFND 2 199,778 0 0
HUNTINGTON BANCSHARES INC COM 446150104 7,134 532,800 SH   DFND 1 532,800 0 0
HUNTINGTON BANCSHARES INC COM 446150104 6,720 501,900 SH   DFND 2 501,900 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 18,402 525,159 SH   DFND 1 525,159 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 17,334 494,678 SH   DFND 2 494,678 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,056 98,300 SH   DFND 1 98,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,410 92,560 SH   DFND 2 92,560 0 0
PAYPAL HLDGS INC COM 70450Y103 7,051 163,900 SH   DFND 1 163,900 0 0
PAYPAL HLDGS INC COM 70450Y103 6,642 154,400 SH   DFND 2 154,400 0 0
PRICELINE GRP INC COM NEW 741503403 10,952 6,153 SH   DFND 1 6,153 0 0
PRICELINE GRP INC COM NEW 741503403 10,317 5,796 SH   DFND 2 5,796 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 18,449 153,272 SH   DFND 1 153,272 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,380 144,387 SH   DFND 2 144,387 0 0
SEI INVESTMENTS CO COM 784117103 11,026 218,600 SH   DFND 1 218,600 0 0
SEI INVESTMENTS CO COM 784117103 10,386 205,909 SH   DFND 2 205,909 0 0
SYNCHRONY FINL COM 87165B103 16,653 485,500 SH   DFND 1 485,500 0 0
SYNCHRONY FINL COM 87165B103 15,692 457,500 SH   DFND 2 457,500 0 0
TRANSDIGM GROUP INC COM 893641100 10,371 47,106 SH   DFND 1 47,106 0 0
TRANSDIGM GROUP INC COM 893641100 9,787 44,455 SH   DFND 2 44,455 0 0
UNIVAR INC COM 91336L107 5,195 169,440 SH   DFND 1 169,440 0 0
UNIVAR INC COM 91336L107 4,893 159,592 SH   DFND 2 159,592 0 0
VAIL RESORTS INC COM 91879Q109 3,723 19,400 SH   DFND 1 19,400 0 0
VAIL RESORTS INC COM 91879Q109 3,512 18,300 SH   DFND 2 18,300 0 0
VEEVA SYS INC CL A COM 922475108 9,225 179,900 SH   DFND 1 179,900 0 0
VEEVA SYS INC CL A COM 922475108 8,692 169,500 SH   DFND 2 169,500 0 0
VERISK ANALYTICS INC COM 92345Y106 3,708 45,700 SH   DFND 1 45,700 0 0
VERISK ANALYTICS INC COM 92345Y106 3,494 43,057 SH   DFND 2 43,057 0 0
VISA INC COM CL A 92826C839 14,699 165,400 SH   DFND 1 165,400 0 0
VISA INC COM CL A 92826C839 13,846 155,800 SH   DFND 2 155,800 0 0