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
ADOBE SYS INC COM 00724F101 5,108 75,241 SH   DFND 1 47,065 0 28,176
AFFILIATED MANAGERS GROUP COM 008252108 4,789 54,771 SH   DFND 1 33,097 0 21,674
ALIGN TECHNOLOGY INC COM 016255101 3,420 62,485 SH   DFND 1 36,481 0 26,004
ALLIANCE DATA SYSTEMS CORP COM 018581108 11,502 85,889 SH   DFND 1 53,616 0 32,273
ALPHABET INC CAP STK CL A 02079K305 6,894 14,414 SH   DFND 1 8,574 0 5,840
ALPHABET INC CAP STK CL C 02079K107 6,828 14,379 SH   DFND 1 8,784 0 5,595
AMAZON COM INC COM 023135106 6,183 12,784 SH   DFND 1 7,384 0 5,400
AMERICAN TOWER CORP NEW COM 03027X100 10,142 154,401 SH   DFND 1 89,491 0 64,910
APPLE INC COM 037833100 12,250 174,538 SH   DFND 1 108,361 0 66,177
BLACKROCK INC COM 09247x101 4,202 20,404 SH   DFND 1 11,594 0 8,810
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,404 800,612 SH   DFND 1 407,537 0 393,075
CARMAX INC COM 143130102 7,600 233,656 SH   DFND 1 142,453 0 91,203
CBRE GROUP INC CL A 12504L109 7,377 428,094 SH   DFND 1 263,655 0 164,439
SCHWAB CHARLES CORP NEW COM 808513105 8,232 454,025 SH   DFND 1 260,752 0 193,273
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,178 20,648 SH   DFND 1 12,226 0 8,422
CME GROUP INC COM 12572Q105 9,398 137,983 SH   DFND 1 89,913 0 48,070
DOLLAR TREE INC COM 256746108 10,642 192,695 SH   DFND 1 134,829 0 57,866
EBAY INC COM 278642103 6,808 306,708 SH   DFND 1 206,925 0 99,783
EOG RES INC COM 26875P101 4,751 90,046 SH   DFND 1 49,125 0 40,921
EQUINIX INC COM PAR $0.001 29444U700 9,116 42,350 SH   DFND 1 25,304 0 17,046
FACEBOOK INC CL A 30303M102 10,779 153,105 SH   DFND 1 84,030 0 69,075
ILLUMINA INC COM 452327109 3,111 29,856 SH   DFND 1 17,126 0 12,730
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,575 34,801 SH   DFND 1 20,698 0 14,103
INTUITIVE SURGICAL INC COM NEW 46120E602 4,638 11,396 SH   DFND 1 6,399 0 4,997
LAS VEGAS SANDS CORP COM 517834107 10,229 337,714 SH   DFND 1 177,773 0 159,941
MASTERCARD INCORPORATED CL A 57636Q104 7,743 104,716 SH   DFND 1 76,085 0 28,631
MONSANTO CO NEW COM 61166W101 2,497 42,186 SH   DFND 1 24,431 0 17,755
NIKE INC CL B 654106103 3,555 108,248 SH   DFND 1 67,518 0 40,730
PERRIGO CO PLC SHS G97822103 2,973 52,151 SH   DFND 1 32,202 0 19,949
REALOGY HLDGS CORP COM 75605Y106 6,681 405,361 SH   DFND 1 258,358 0 147,003
SCHLUMBERGER LTD COM 806857108 6,754 121,577 SH   DFND 1 85,882 0 35,695
SOUTHWESTERN ENERGY CO COM 845467109 4,887 475,113 SH   DFND 1 353,140 0 121,973
STARBUCKS CORP COM 855244109 3,552 116,425 SH   DFND 1 65,601 0 50,824
TD AMERITRADE HLDG CORP COM 87236Y108 7,456 364,432 SH   DFND 1 211,573 0 152,859
PRICELINE GRP INC COM NEW 741503403 10,892 12,429 SH   DFND 1 7,402 0 5,027
TRIMBLE NAVIGATION LTD COM 896239100 3,318 196,792 SH   DFND 1 116,178 0 80,614
VISA INC COM CL A 92826C839 7,597 143,067 SH   DFND 1 91,866 0 51,201
DISNEY WALT CO COM DISNEY 254687106 6,971 106,289 SH   DFND 1 75,066 0 31,223