The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 158,429 | 152,756 | SH | DFND | 1 | 152,756 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 186,340 | 180,599 | SH | DFND | 1 | 180,599 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 204,108 | 2,756,720 | SH | DFND | 1 | 2,756,720 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 279,587 | 193,173 | SH | DFND | 1 | 193,173 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 80,153 | 551,487 | SH | DFND | 1 | 551,487 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 264,502 | 2,106,241 | SH | DFND | 1 | 2,106,241 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 123,326 | 59,280 | SH | DFND | 1 | 59,280 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 897,263 | 2,883,052 | SH | DFND | 1 | 2,883,052 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 80,585 | 876,494 | SH | DFND | 1 | 876,494 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 106,936 | 907,696 | SH | DFND | 1 | 907,696 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 50,027 | 313,077 | SH | DFND | 1 | 313,077 | 0 | 0 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 326,393 | 3,389,337 | SH | DFND | 1 | 3,389,337 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 171,652 | 1,064,177 | SH | DFND | 1 | 1,064,177 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 191,248 | 1,000,983 | SH | DFND | 1 | 1,000,983 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 145,853 | 853,341 | SH | DFND | 1 | 853,341 | 0 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 296,697 | 756,649 | SH | DFND | 1 | 756,649 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,526,270 | 5,800,000 | SH | Put | DFND | 1 | 5,800,000 | 0 | 0 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 7,353 | 27,942 | SH | DFND | 1 | 27,942 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 218,638 | 1,058,985 | SH | DFND | 1 | 1,058,985 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 165,299 | 538,538 | SH | DFND | 1 | 538,538 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 259,753 | 2,171,484 | SH | DFND | 1 | 2,171,484 | 0 | 0 | |