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 173,444 153,600 SH   DFND 1 153,600 0 0
ALPHABET INC CAP STK CL C 02079K107 118,835 106,516 SH   DFND 1 106,516 0 0
ALTABA INC COM 021346101 201,819 2,756,720 SH   DFND 1 2,756,720 0 0
AMAZON COM INC COM 023135106 330,205 194,261 SH   DFND 1 194,261 0 0
AUTODESK INC COM 052769106 247,770 1,890,078 SH   DFND 1 1,890,078 0 0
BOOKING HLDGS INC COM 09857L108 120,847 59,616 SH   DFND 1 59,616 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 29 100 SH Call DFND 1 100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 900,579 3,071,448 SH   DFND 1 3,071,448 0 0
ELLIE MAE INC COM 28849P100 115,938 1,116,510 SH   DFND 1 1,116,510 0 0
EQUIFAX INC COM 294429105 115,101 920,000 SH   DFND 1 920,000 0 0
FACEBOOK INC CL A 30303M102 222,021 1,142,552 SH   DFND 1 1,142,552 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 318,548 3,004,321 SH   DFND 1 3,004,321 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 41,684 469,516 SH   DFND 1 469,516 0 0
ISHARES TR NASDAQ BIOTECH 464287556 21,964 200,000 SH Put DFND 1 200,000 0 0
MOODYS CORP COM 615369105 167,169 980,119 SH   DFND 1 980,119 0 0
PHILIP MORRIS INTL INC COM 718172109 210,770 2,610,478 SH   DFND 1 2,610,478 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 173,136 2,871,252 SH   DFND 1 2,871,252 0 0
S&P GLOBAL INC COM 78409V104 189,283 928,360 SH   DFND 1 928,360 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 188,259 1,140,134 SH   DFND 1 1,140,134 0 0
SHERWIN WILLIAMS CO COM 824348106 337,285 827,550 SH   DFND 1 827,550 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,152,940 4,250,000 SH Put DFND 1 4,250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,576 9,494 SH   DFND 1 9,494 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 199,565 963,429 SH   DFND 1 963,429 0 0
TRANSDIGM GROUP INC COM 893641100 186,907 541,540 SH   DFND 1 541,540 0 0
VISA INC COM CL A 92826C839 236,505 1,785,620 SH   DFND 1 1,785,620 0 0