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 3,258 23,031 SH   SOLE   23,031 0 0
ADOBE SYS INC COM 00724F101 26,816 189,590 SH   DFND 1 0 0 189,590
AFFILIATED MANAGERS GROUP COM 008252108 1,200 7,234 SH   SOLE   7,234 0 0
AFFILIATED MANAGERS GROUP COM 008252108 10,344 62,367 SH   DFND 1 0 0 62,367
ALIGN TECHNOLOGY INC COM 016255101 2,411 16,058 SH   SOLE   16,058 0 0
ALIGN TECHNOLOGY INC COM 016255101 19,766 131,666 SH   DFND 1 0 0 131,666
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,069 11,957 SH   SOLE   11,957 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 25,252 98,375 SH   DFND 1 0 0 98,375
ALPHABET INC CAP STK CL A 02079K305 2,418 2,601 SH   SOLE   2,601 0 0
ALPHABET INC CAP STK CL C 02079K107 2,415 2,658 SH   SOLE   2,658 0 0
ALPHABET INC CAP STK CL A 02079K305 19,973 21,484 SH   DFND 1 0 0 21,484
ALPHABET INC CAP STK CL C 02079K107 19,918 21,919 SH   DFND 1 0 0 21,919
AMAZON COM INC COM 023135106 3,151 3,255 SH   SOLE   3,255 0 0
AMAZON COM INC COM 023135106 25,735 26,586 SH   DFND 1 0 0 26,586
AMERICAN TOWER CORP NEW COM 03027X100 3,417 25,823 SH   SOLE   25,823 0 0
AMERICAN TOWER CORP NEW COM 03027X100 28,112 212,458 SH   DFND 1 0 0 212,458
APPLE INC COM 037833100 3,522 24,456 SH   SOLE   24,456 0 0
APPLE INC COM 037833100 28,920 200,804 SH   DFND 1 0 0 200,804
BLACKROCK INC COM 09247X101 1,180 2,794 SH   SOLE   2,794 0 0
BLACKROCK INC COM 09247X101 10,295 24,372 SH   DFND 1 0 0 24,372
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,704 141,038 SH   SOLE   141,038 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 37,246 1,116,818 SH   DFND 1 0 0 1,116,818
CARMAX INC CARMAX INC 143130102 3,091 49,023 SH   SOLE   49,023 0 0
CARMAX INC COM 143130102 25,399 402,780 SH   DFND 1 0 0 402,780
CBRE GROUP INC CL A 12504L109 2,473 67,934 SH   SOLE   67,934 0 0
CBRE GROUP INC CL A 12504L109 20,275 557,015 SH   DFND 1 0 0 557,015
CHIPOTLE MEXICAN GRILL INC COM 169656105 870 2,090 SH   SOLE   2,090 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,161 17,209 SH   DFND 1 0 0 17,209
CME GROUP INC COM 12572Q105 2,853 22,782 SH   SOLE   22,782 0 0
CME GROUP INC COM 12572Q105 23,681 189,086 SH   DFND 1 0 0 189,086
DISNEY WALT CO COM DISNEY 254687106 3,469 32,648 SH   SOLE   32,648 0 0
DISNEY WALT CO COM DISNEY 254687106 28,536 268,577 SH   DFND 1 0 0 268,577
DOLLAR TREE INC COM 256746108 3,946 56,440 SH   SOLE   56,440 0 0
DOLLAR TREE INC COM 256746108 32,412 463,556 SH   DFND 1 0 0 463,556
EBAY INC COM 278642103 2,597 74,369 SH   SOLE   74,369 0 0
EBAY INC COM 278642103 21,342 611,173 SH   DFND 1 0 0 611,173
EOG RES INC COM 26875P101 1,994 22,031 SH   SOLE   22,031 0 0
EOG RES INC COM 26875P101 16,404 181,217 SH   DFND 1 0 0 181,217
EQUINIX INC COM PAR $0.001 29444U700 3,372 7,858 SH   SOLE   7,858 0 0
EQUINIX INC COM PAR $0.001 29444U700 27,607 64,328 SH   DFND 1 0 0 64,328
FACEBOOK INC CL A 30303M102 4,567 30,248 SH   SOLE   30,248 0 0
FACEBOOK INC CL A 30303M102 37,514 248,472 SH   DFND 1 0 0 248,472
ILLUMINA INC COM 452327109 1,204 6,941 SH   SOLE   6,941 0 0
ILLUMINA INC COM 452327109 9,851 56,772 SH   DFND 1 0 0 56,772
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,121 32,180 SH   SOLE   32,180 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 17,412 264,141 SH   DFND 1 0 0 264,141
INTUITIVE SURGICAL INC COM NEW 46120E602 1,904 2,036 SH   SOLE   2,036 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,652 16,734 SH   DFND 1 0 0 16,734
LAS VEGAS SANDS CORP COM 517834107 3,289 51,481 SH   SOLE   51,481 0 0
LAS VEGAS SANDS CORP COM 517834107 26,999 422,579 SH   DFND 1 0 0 422,579
MASTERCARD INCORPORATED CL A 57636Q104 2,932 24,141 SH   SOLE   24,141 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,204 199,290 SH   DFND 1 0 0 199,290
NIKE INC CL B 654106103 2,200 37,295 SH   SOLE   37,295 0 0
NIKE INC CL B 654106103 18,038 305,731 SH   DFND 1 0 0 305,731
PRICELINE GRP INC COM NEW 741503403 3,900 2,085 SH   SOLE   2,085 0 0
PRICELINE GRP INC COM NEW 741503403 32,078 17,149 SH   DFND 1 0 0 17,149
REALOGY HLDGS CORP COM 75605Y106 2,207 68,026 SH   SOLE   68,026 0 0
REALOGY HLDGS CORP COM 75605Y106 18,171 559,982 SH   DFND 1 0 0 559,982
SCHLUMBERGER LTD COM 806857108 2,006 30,473 SH   SOLE   30,473 0 0
SCHLUMBERGER LTD COM 806857108 16,505 250,680 SH   DFND 1 0 0 250,680
SCHWAB CHARLES CORP NEW COM 808513105 3,478 80,961 SH   SOLE   80,961 0 0
SCHWAB CHARLES CORP NEW COM 808513105 28,650 666,900 SH   DFND 1 0 0 666,900
SOUTHWESTERN ENERGY CO COM 845467109 1,075 176,804 SH   SOLE   176,804 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,788 1,445,327 SH   DFND 1 0 0 1,445,327
STARBUCKS CORP COM 855244109 1,508 25,856 SH   SOLE   25,856 0 0
STARBUCKS CORP COM 855244109 12,343 211,685 SH   DFND 1 0 0 211,685
TD AMERITRADE HLDG CORP COM 87236Y108 2,021 47,016 SH   SOLE   47,016 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 16,695 388,353 SH   DFND 1 0 0 388,353
TRIMBLE INC COM 896239100 1,299 36,403 SH   SOLE   36,403 0 0
TRIMBLE INC COM 896239100 10,720 300,542 SH   DFND 1 0 0 300,542
VISA INC COM CL A 92826C839 3,111 33,172 SH   SOLE   33,172 0 0
VISA INC COM CL A 92826C839 25,673 273,763 SH   DFND 1 0 0 273,763