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
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,081 9,700 SH   DFND 1,2,3 9,700 0 0
CITIZENS FINL GROUP INC COM 174610105 3,969 133,500 SH   DFND 1,2,3 133,500 0 0
CHEGG INC COM 163092109 341 12,000 SH   DFND 1,2,3 12,000 0 0
SALESFORCE COM INC COM 79466L302 1,397 10,200 SH   DFND 1,2,3 10,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 7,179 59,824 SH   DFND 1,2,3 59,824 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 29,535 756,151 SH   DFND 1,2,3 756,151 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 1,740 133,941 SH   DFND 1,2,3 133,941 0 0
HONEYWELL INTL INC COM 438516106 6,776 51,284 SH   DFND 1,2,3 51,284 0 0
ISHARES TR IBOXX HI YD ETF 464288513 27,781 342,554 SH   DFND 1,2,3 342,554 0 0
ICICI BK LTD ADR 45104G104 8,548 830,708 SH   DFND 1,2,3 830,708 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 605 16,200 SH   DFND 1,2,3 16,200 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 7,954 170,000 SH   DFND 1,2,3 170,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,084 5,744 SH   DFND 1,2,3 5,744 0 0
MSCI INC COM 55354G100 13,283 90,100 SH   DFND 1,2,3 90,100 0 0
MICROSOFT CORP COM 594918104 14,494 142,700 SH   DFND 1,2,3 142,700 0 0
SERVICENOW INC COM 81762P102 744 4,177 SH   DFND 1,2,3 4,177 0 0
PAYPAL HLDGS INC COM 70450Y103 414 4,927 SH   DFND 1,2,3 4,927 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,064 112,000 SH   DFND 1,2,3 112,000 0 0
T MOBILE US INC COM 872590104 19,083 300,000 SH   DFND 1,2,3 300,000 0 0
VISA INC COM CL A 92826C839 2,969 22,500 SH   DFND 1,2,3 22,500 0 0
WORLDPAY INC CL A 981558109 14,522 190,000 SH   DFND 1,2,3 190,000 0 0
XPO LOGISTICS INC COM 983793100 10,069 176,528 SH   DFND 1,2,3 176,528 0 0
ZAYO GROUP HLDGS INC COM 98919V105 13,605 595,658 SH   DFND 1,2,3 595,658 0 0
ZUORA INC COM CL A 98983V106 2,064 113,800 SH   DFND 1,2,3 113,800 0 0
FACEBOOK INC CL A 30303M102 1,855 14,151 SH   DFND 1,2,3 14,151 0 0
ALPHABET INC CAP STK CL A 02079K305 13,898 13,300 SH   DFND 1,2,3 13,300 0 0
SINA CORP ORD G81477104 273 5,085 SH   DFND 1,2,3 5,085 0 0