The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BOOT BARN HLDGS INC | COM | 099406100 | 1,927 | 149,000 | SH | DFND | 1 | 149,000 | 0 | 0 | |
| CARDLYTICS INC | COM | 14161W105 | 2,289 | 65,477 | SH | DFND | 1 | 65,477 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 3,884 | 70,500 | SH | DFND | 1 | 70,500 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 2,112 | 58,700 | SH | DFND | 1 | 58,700 | 0 | 0 | |
| FASTLY INC | CL A | 31188V100 | 1,807 | 95,200 | SH | DFND | 1 | 95,200 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 5,074 | 27,200 | SH | DFND | 1 | 27,200 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | 2,022 | 22,500 | SH | DFND | 1 | 22,500 | 0 | 0 | |
| LIVERAMP HLDGS INC | COM | 53815P108 | 1,152 | 35,000 | SH | DFND | 1 | 35,000 | 0 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 1,873 | 295,000 | SH | DFND | 1 | 295,000 | 0 | 0 | |
| NMI HLDGS INC | CL A | 629209305 | 3,735 | 321,740 | SH | DFND | 1 | 321,740 | 0 | 0 | |
| RH | COM | 74967X103 | 3,265 | 32,500 | SH | DFND | 1 | 32,500 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 995 | 19,000 | SH | DFND | 1 | 19,000 | 0 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 3,383 | 22,900 | SH | DFND | 1 | 22,900 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 1,689 | 31,600 | SH | DFND | 1 | 31,600 | 0 | 0 | |
| YETI HLDGS INC | COM | 98585X104 | 1,913 | 98,000 | SH | DFND | 1 | 98,000 | 0 | 0 | |