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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 28,253 | 475,000 | SH | DFND | 1 | 475,000 | 0 | 0 | |
| ADOBE INC | COM | 00724F101 | 27,687 | 87,000 | SH | DFND | 1 | 87,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 55,621 | 286,000 | SH | DFND | 1 | 286,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 39,969 | 20,500 | SH | DFND | 1 | 20,500 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 39,552 | 29,400 | SH | DFND | 1 | 29,400 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 19,547 | 595,050 | SH | DFND | 1 | 595,050 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 21,341 | 123,200 | SH | DFND | 1 | 123,200 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 33,207 | 278,000 | SH | DFND | 1 | 278,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 41,200 | 247,000 | SH | DFND | 1 | 247,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 30,406 | 163,000 | SH | DFND | 1 | 163,000 | 0 | 0 | |
| IHS MARKIT LTD | SHS | G47567105 | 34,620 | 577,000 | SH | DFND | 1 | 577,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 21,318 | 264,000 | SH | DFND | 1 | 264,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 59,032 | 2,167,915 | SH | DFND | 1 | 2,167,915 | 0 | 0 | |
| MSCI INC | COM | 55354G100 | 31,208 | 108,000 | SH | DFND | 1 | 108,000 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 26,676 | 576,903 | SH | DFND | 1 | 576,903 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 23,003 | 1,190,000 | SH | DFND | 1 | 1,190,000 | 0 | 0 | |
| PENNEY J C CORP INC | COM | 708160106 | 3,021 | 8,392,000 | SH | DFND | 1 | 8,392,000 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 24,750 | 467,600 | SH | DFND | 1 | 467,600 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 25,485 | 177,000 | SH | DFND | 1 | 177,000 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 87,604 | 1,999,174 | SH | DFND | 1,2 | 1,999,174 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 55,306 | 2,708,410 | SH | DFND | 1 | 2,708,410 | 0 | 0 | |
| TRADEWEB MKTS INC | CL A | 892672106 | 22,228 | 528,733 | SH | DFND | 1 | 528,733 | 0 | 0 | |
| TRINET GROUP INC | COM | 896288107 | 38,596 | 1,024,842 | SH | DFND | 1 | 1,024,842 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 33,237 | 323,000 | SH | DFND | 1 | 323,000 | 0 | 0 | |