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A - N53745100 153 1842 SH SOLE 1842 0 0 MACQUARIE INFRASTRUCTURE COR COM 55608B105 144 3935 SH SOLE 3935 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 84 1476 SH SOLE 1476 0 0 MARATHON PETE CORP COM 56585A102 218 3701 SH SOLE 3701 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2492 13211 SH SOLE 13211 0 0 MASTERCARD INCORPORATED CL A 57636Q104 9034 47890 SH DFND 1 0 0 47890 MICROSOFT CORP COM 594918104 5036 49585 SH SOLE 49585 0 0 MICROSOFT CORP COM 594918104 18247 179648 SH DFND 1 0 0 179648 NIKE INC CL B 654106103 2689 36268 SH SOLE 36268 0 0 NIKE INC CL B 654106103 9723 131146 SH DFND 1 0 0 131146 NORTHROP GRUMMAN CORP COM 666807102 2469 10082 SH SOLE 10082 0 0 NORTHROP GRUMMAN CORP COM 666807102 7526 30729 SH DFND 1 0 0 30729 PALO ALTO NETWORKS INC COM 697435105 1535 8151 SH SOLE 8151 0 0 PALO ALTO NETWORKS INC COM 697435105 5524 29327 SH DFND 1 0 0 29327 PAYPAL HLDGS INC COM 70450Y103 2168 25781 SH SOLE 25781 0 0 PAYPAL HLDGS INC COM 70450Y103 7855 93411 SH DFND 1 0 0 93411 QURATE RETAIL INC COM SER A 74915M100 81 4170 SH SOLE 4170 0 0 REALOGY HLDGS CORP COM 75605Y106 66 4475 SH SOLE 4475 0 0 SALESFORCE COM INC COM 79466L302 3218 23494 SH SOLE 23494 0 0 SALESFORCE COM INC COM 79466L302 11595 84652 SH DFND 1 0 0 84652 SCHWAB CHARLES CORP NEW COM 808513105 2528 60877 SH SOLE 60877 0 0 SCHWAB CHARLES CORP NEW COM 808513105 9097 219041 SH DFND 1 0 0 219041 SERVICENOW INC COM 81762P102 1499 8419 SH SOLE 8419 0 0 SERVICENOW INC COM 81762P102 5394 30293 SH DFND 1 0 0 30293 TD AMERITRADE HLDG CORP COM 87236Y108 2507 51203 SH SOLE 51203 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 9020 184235 SH DFND 1 0 0 184235 TWITTER INC COM 90184L102 1605 55857 SH SOLE 55857 0 0 TWITTER INC COM 90184L102 5829 202817 SH DFND 1 0 0 202817 ULTA BEAUTY INC COM 90384S303 2226 9092 SH SOLE 9092 0 0 ULTA BEAUTY INC COM 90384S303 8093 33053 SH DFND 1 0 0 33053 UNITEDHEALTH GROUP INC COM 91324P102 3364 13505 SH SOLE 13505 0 0 UNITEDHEALTH GROUP INC COM 91324P102 12321 49458 SH DFND 1 0 0 49458 VISA INC COM CL A 92826C839 2525 19138 SH SOLE 19138 0 0 VISA INC COM CL A 92826C839 9136 69245 SH DFND 1 0 0 69245 VISTRA ENERGY CORP COM 92840M102 201 8778 SH SOLE 8778 0 0