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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLY FINL INC COM 02005N100   9,222 278,112 SH   DFND 1,2,3 278,112 0 0
AMAZON COM INC COM 023135106   20,831 12,000 SH   DFND 1,2,3 12,000 0 0
AUTONATION INC COM 05329W102   700 13,800 SH   DFND 1,2,3 13,800 0 0
AIR PRODS & CHEMS INC COM 009158106   9,762 44,000 SH   DFND 1,2,3 44,000 0 0
ARAMARK COM 03852U106   5,230 120,000 SH   DFND 1,2,3 120,000 0 0
ARCONIC INC COM 03965L100   4,446 170,988 SH   DFND 1,2,3 170,988 0 0
ATMOS ENERGY CORP COM 049560105   22,001 193,175 SH   DFND 1,2,3 193,175 0 0
BROADCOM INC COM 11135F101   25,070 90,810 SH   DFND 1,2,3 90,810 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   43,274 258,768 SH   DFND 1,2,3 258,768 0 0
BANK AMER CORP COM 060505104   2,010 68,903 SH   DFND 1,2,3 68,903 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   4,717 579,507 SH   DFND 1,2,3 579,507 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   3,248 21,300 SH   DFND 1,2,3 21,300 0 0
BALL CORP COM 058498106   8,883 122,000 SH   DFND 1,2,3 122,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   19,701 484,183 SH   DFND 1,2,3 484,183 0 0
BURLINGTON STORES INC COM 122017106   10,251 51,300 SH   DFND 1,2,3 51,300 0 0
CITIGROUP INC COM NEW 172967424   6,908 100,000 SH   DFND 1,2,3 100,000 0 0
CATERPILLAR INC DEL COM 149123101   21,629 171,240 SH   DFND 1,2,3 171,240 0 0
CBOE GLOBAL MARKETS INC COM 12503M108   17,530 152,557 SH   DFND 1,2,3 152,557 0 0
CROWN HOLDINGS INC COM 228368106   4,888 74,000 SH   DFND 1,2,3 74,000 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102   750 29,351 SH   DFND 1,2,3 29,351 0 0
COMCAST CORP NEW CL A 20030N101   13,802 306,177 SH   DFND 1,2,3 306,177 0 0
CME GROUP INC COM 12572Q105   7,397 35,000 SH   DFND 1,2,3 35,000 0 0
CYRUSONE INC COM 23283R100   7,910 100,000 SH   DFND 1,2,3 100,000 0 0
SALESFORCE COM INC COM 79466L302   8,192 55,184 SH   DFND 1,2,3 55,184 0 0
DISNEY WALT CO COM DISNEY 254687106   17,528 134,500 SH   DFND 1,2,3 134,500 0 0
DISCOVERY INC COM SER A 25470F104   2,663 100,000 SH   DFND 1,2,3 100,000 0 0
ORIENTAL ED & TECH GRP I SPON ADR 647581107   16,848 152,115 SH   DFND 1,2,3 152,115 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   21,033 514,640 SH   DFND 1,2,3 514,640 0 0
FACEBOOK INC CL A 30303M102   13,205 74,151 SH   DFND 1,2,3 74,151 0 0
FISERV INC COM 337738108   13,407 129,421 SH   DFND 1,2,3 129,421 0 0
GENERAL DYNAMICS CORP COM 369550108   8,908 48,750 SH   DFND 1,2,3 48,750 0 0
GLOBAL PMTS INC COM 37940X102   11,130 70,000 SH   DFND 1,2,3 70,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   10,213 48,221 SH   DFND 1,2,3 48,221 0 0
ICICI BK LTD ADR 45104G104   5,514 452,705 SH   DFND 1,2,3 452,705 0 0
KKR & CO INC CL A 48251W104   7,982 297,266 SH   DFND 1,2,3 297,266 0 0
MASTERCARD INC CL A 57636Q104   10,863 40,000 SH   DFND 1,2,3 40,000 0 0
MCDONALDS CORP COM 580135101   40,473 188,500 SH   DFND 1,2,3 188,500 0 0
MEDTRONIC PLC SHS G5960L103   18,128 166,895 SH   DFND 1,2,3 166,895 0 0
MARTIN MARIETTA MATLS INC COM 573284106   10,142 37,000 SH   DFND 1,2,3 37,000 0 0
MOMO INC ADR 60879B107   4,088 131,962 SH   DFND 1,2,3 131,962 0 0
MICROSOFT CORP COM 594918104   17,754 127,700 SH   DFND 1,2,3 127,700 0 0
NIKE INC CL B 654106103   7,701 82,000 SH   DFND 1,2,3 82,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   20,094 53,614 SH   DFND 1,2,3 53,614 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,099 30,000 SH   DFND 1,2,3 30,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   5,181 13,000 SH   DFND 1,2,3 13,000 0 0
PAYPAL HLDGS INC COM 70450Y103   1,546 14,927 SH   DFND 1,2,3 14,927 0 0
RAYTHEON CO COM NEW 755111507   14,803 75,452 SH   DFND 1,2,3 75,452 0 0
SHERWIN WILLIAMS CO COM 824348106   22,710 41,300 SH   DFND 1,2,3 41,300 0 0
SIRIUS XM HLDGS INC COM 82968B103   1,564 250,000 SH   DFND 1,2,3 250,000 0 0
SPLUNK INC COM 848637104   2,357 20,000 SH   DFND 1,2,3 20,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   20,202 590,000 SH   DFND 1,2,3 590,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,029 41,300 SH   DFND 1,2,3 41,300 0 0
T MOBILE US INC COM 872590104   15,613 198,216 SH   DFND 1,2,3 198,216 0 0
TWILIO INC CL A 90138F102   6,598 60,000 SH   DFND 1,2,3 60,000 0 0
ULTA BEAUTY INC COM 90384S303   10,277 41,000 SH   DFND 1,2,3 41,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,998 23,000 SH   DFND 1,2,3 23,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109   6,826 50,000 SH   DFND 1,2,3 50,000 0 0
VISA INC COM CL A 92826C839   9,031 52,500 SH   DFND 1,2,3 52,500 0 0
VULCAN MATLS CO COM 929160109   22,081 146,000 SH   DFND 1,2,3 146,000 0 0
WINGSTOP INC COM 974155103   2,426 27,800 SH   DFND 1,2,3 27,800 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730   9,640 431,129 SH   DFND 1,2,3 431,129 0 0
ZENDESK INC COM 98936J101   5,102 70,000 SH   DFND 1,2,3 70,000 0 0
AERCAP HOLDINGS NV SHS N00985106   4,120 75,245 SH   DFND 1,2,3 75,245 0 0
AXALTA COATING SYS LTD COM G0750C108   10,223 339,063 SH   DFND 1,2,3 339,063 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109   6,955 67,097 SH   DFND 1,2,3 67,097 0 0
ALPHABET INC CAP STK CL A 02079K305   11,357 9,300 SH   DFND 1,2,3 9,300 0 0
LITHIA MTRS INC CL A 536797103   662 5,000 SH   DFND 1,2,3 5,000 0 0
SERVICENOW INC COM 81762P102   1,060 4,177 SH   DFND 1,2,3 4,177 0 0
VMWARE INC CL A COM 928563402   953 6,353 SH   DFND 1,2,3 6,353 0 0