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
ALPHABET INC CAP STK CL A 02079K305 122,110 131,346 SH   DFND 1 131,346 0 0
ALPHABET INC CAP STK CL C 02079K107 117,056 128,813 SH   DFND 1 128,813 0 0
AMAZON COM INC COM 023135106 233,365 241,080 SH   DFND 1 241,080 0 0
AUTODESK INC COM 052769106 5,641 55,954 SH   DFND 1 55,954 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 918,582 2,726,976 SH   DFND 1 2,726,976 0 0
DUNKIN BRANDS GROUP INC COM 265504100 214,503 3,891,569 SH   DFND 1 3,891,569 0 0
IHS MARKIT LTD SHS G47567105 196,315 4,457,661 SH   DFND 1 4,457,661 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 228,150 3,461,013 SH   DFND 1 3,461,013 0 0
MOODYS CORP COM 615369105 119,686 983,609 SH   DFND 1 983,609 0 0
S&P GLOBAL INC COM 78409V104 163,957 1,123,072 SH   DFND 1 1,123,072 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 310,674 2,302,992 SH   DFND 1 2,302,992 0 0
SHERWIN WILLIAMS CO COM 824348106 284,717 811,251 SH   DFND 1 811,251 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 749,580 3,100,000 SH Put DFND 1 3,100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 846 3,500 SH   DFND 1 3,500 0 0
TEMPUR SEALY INTL INC COM 88023U101 54,480 1,020,417 SH   DFND 1 1,020,417 0 0
TRANSDIGM GROUP INC COM 893641100 118,082 439,177 SH   DFND 1 439,177 0 0
VISA INC COM CL A 92826C839 241,523 2,575,417 SH   DFND 1 2,575,417 0 0