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
AMAZON COM INC COM 023135106 62,111 32,800 SH   DFND 1,2,3 32,800 0 0
AIR PRODS & CHEMS INC COM 009158106 10,866 48,000 SH   DFND 1,2,3 48,000 0 0
ATMOS ENERGY CORP COM 049560105 20,221 191,564 SH   DFND 1,2,3 191,564 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,329 238,000 SH   DFND 1,2,3 238,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,746 18,200 SH   DFND 1,2,3 18,200 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,623 363,500 SH   DFND 1,2,3 363,500 0 0
CATERPILLAR INC DEL COM 149123101 21,195 155,512 SH   DFND 1,2,3 155,512 0 0
CHEGG INC COM 163092109 1,897 49,157 SH   DFND 1,2,3 49,157 0 0
CHOICE HOTELS INTL INC COM 169905106 1,392 16,000 SH   DFND 1,2,3 16,000 0 0
CUMMINS INC COM 231021106 6,368 37,166 SH   DFND 1,2,3 37,166 0 0
SALESFORCE COM INC COM 79466L302 16,721 110,200 SH   DFND 1,2,3 110,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,255 13,585 SH   DFND 1,2,3 13,585 0 0
DISNEY WALT CO COM DISNEY 254687106 503 3,601 SH   DFND 1,2,3 3,601 0 0
DISCOVERY INC COM SER A 25470F104 2,218 72,260 SH   DFND 1,2,3 72,260 0 0
DISH NETWORK CORP CL A 25470M109 7,119 185,345 SH   DFND 1,2,3 185,345 0 0
DOMINOS PIZZA INC COM 25754A201 5,204 18,700 SH   DFND 1,2,3 18,700 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 11,308 263,520 SH   DFND 1,2,3 240,000 0 0
FACEBOOK INC CL A 30303M102 20,101 104,151 SH   DFND 1,2,3 104,151 0 0
FISERV INC COM 337738108 34,588 379,421 SH   DFND 1,2,3 379,421 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,539 74,000 SH   DFND 1,2,3 74,000 0 0
ALPHABET INC CAP STK CL A 02079K305 14,401 13,300 SH   DFND 1,2,3 13,300 0 0
GLOBAL PMTS INC COM 37940X102 16,013 100,000 SH   DFND 1,2,3 100,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 8,140 36,221 SH   DFND 1,2,3 36,221 0 0
HONEYWELL INTL INC COM 438516106 10,634 60,910 SH   DFND 1,2,3 60,910 0 0
ICICI BK LTD ADR 45104G104 6,682 530,708 SH   DFND 1,2,3 530,708 0 0
KRAFT HEINZ CO COM 500754106 5,277 170,000 SH   DFND 1,2,3 170,000 0 0
COCA COLA CO COM 191216100 19,685 386,581 SH   DFND 1,2,3 386,581 0 0
LAUREATE EDUCATION INC CL A 518613203 958 60,989 SH   DFND 1,2,3 60,989 0 0
MANPOWERGROUP INC COM 56418H100 5,873 60,797 SH   DFND 1,2,3 60,797 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,191 37,000 SH   DFND 1,2,3 37,000 0 0
MCDONALDS CORP COM 580135101 10,487 50,500 SH   DFND 1,2,3 50,500 0 0
MEDTRONIC PLC SHS G5960L103 13,306 136,621 SH   DFND 1,2,3 136,621 0 0
MICROSOFT CORP COM 594918104 17,776 132,700 SH   DFND 1,2,3 132,700 0 0
NETFLIX INC COM 64110L106 25,933 70,600 SH   DFND 1,2,3 70,600 0 0
NORTHROP GRUMMAN CORP COM 666807102 21,648 67,000 SH   DFND 1,2,3 67,000 0 0
SERVICENOW INC COM 81762P102 1,147 4,177 SH   DFND 1,2,3 4,177 0 0
NETEASE INC SPONSORED ADR 64110W102 2,097 8,199 SH   DFND 1,2,3 8,199 0 0
NVIDIA CORP COM 67066G104 6,323 38,500 SH   DFND 1,2,3 38,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,955 8,000 SH   DFND 1,2,3 8,000 0 0
PLANET FITNESS INC CL A 72703H101 6,520 90,000 SH   DFND 1,2,3 90,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,709 14,927 SH   DFND 1,2,3 14,927 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,121 83,500 SH   DFND 1,2,3 83,500 0 0
RAYTHEON CO COM NEW 755111507 4,347 25,000 SH   DFND 1,2,3 25,000 0 0
SINA CORP ORD G81477104 219 5,085 SH   DFND 1,2,3 5,085 0 0
T MOBILE US INC COM 872590104 5,990 80,788 SH   DFND 1,2,3 80,788 0 0
TWILIO INC CL A 90138F102 14,999 110,000 SH   DFND 1,2,3 110,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,962 150,100 SH   DFND 1,2,3 150,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,510 50,000 SH   DFND 1,2,3 50,000 0 0
VISA INC COM CL A 92826C839 10,847 62,500 SH   DFND 1,2,3 62,500 0 0