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
CROWN CASTLE INTL CORP COMMON 228227104 47,047 640,712 SH   DFND 1,2 640,712 0 0
DOLLAR GEN CORP NEW COMMON 256677105 87,920 1,457,556 SH   DFND 1,2 1,457,556 0 0
EQUINIX INC COMMON NEW 29444U502 78,261 441,029 SH   DFND 1,2 441,029 0 0
LPL FINL HLDGS INC COMMON 50212V100 141,681 3,012,575 SH   DFND 1,2 3,012,575 0 0
MATTRESS FIRM HLDG CORP COMMON 57722W106 118,284 2,748,225 SH   DFND 1,2 2,748,225 0 0
MOTOROLA SOLUTIONS INC COMMON NEW 620076307 93,949 1,391,836 SH   DFND 1,2 1,391,836 0 0
MSCI INC COMMON 55354G100 111,435 2,548,841 SH   DFND 1,2 2,548,841 0 0
REALPAGE INC COMMON 75606N109 50,493 2,159,661 SH   DFND 1,2 2,159,661 0 0
SBA COMMUNICATIONS CORP COMMON 78388J106 53,664 597,329 SH   DFND 1,2 597,329 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 106,973 2,759,168 SH   DFND 1,2 2,759,168 0 0
TIME WARNER CABLE INC COMMON 88732J207 91,656 676,430 SH   DFND 1,2 676,430 0 0
TRANSDIGM GROUP INC COMMON 893641100 168,303 1,045,233 SH   DFND 1,2 1,045,233 0 0
VISA INC COMMON CLASS A 92826C839 107,677 483,549 SH   DFND 1,2 483,549 0 0
WABCO HLDGS INC COMMON 92927K102 86,697 928,132 SH   DFND 1,2 928,132 0 0
XYLEM INC COMMON 98419M100 57,937 1,674,470 SH   DFND 1,2 1,674,470 0 0