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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 40,010 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 46,546 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 58,950 | 18,100 | SH | DFND | 1 | 18,100 | 0 | 0 | |
| BLACKLINE INC | COM | 09239B109 | 58,234 | 436,600 | SH | DFND | 1 | 436,600 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 32,295 | 14,500 | SH | DFND | 1 | 14,500 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 30,841 | 595,050 | SH | DFND | 1 | 595,050 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 43,546 | 123,200 | SH | DFND | 1 | 123,200 | 0 | 0 | |
| CLARIVATE PLC | ORD SHS | G21810109 | 38,859 | 1,307,950 | SH | DFND | 1 | 1,307,950 | 0 | 0 | |
| COPART INC | COM | 217204106 | 35,757 | 281,000 | SH | DFND | 1 | 281,000 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 53,610 | 278,000 | SH | DFND | 1 | 278,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 56,544 | 207,000 | SH | DFND | 1 | 207,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 44,471 | 163,000 | SH | DFND | 1 | 163,000 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 36,076 | 850,852 | SH | DFND | 1 | 850,852 | 0 | 0 | |
| IHS MARKIT LTD | SHS | G47567105 | 39,795 | 443,000 | SH | DFND | 1 | 443,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 30,437 | 264,000 | SH | DFND | 1 | 264,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 36,654 | 615,000 | SH | DFND | 1 | 615,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 29,804 | 134,000 | SH | DFND | 1 | 134,000 | 0 | 0 | |
| MSCI INC | COM | 55354G100 | 35,722 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 21,866 | 86,000 | SH | DFND | 1 | 86,000 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 40,793 | 467,600 | SH | DFND | 1 | 467,600 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 39,388 | 177,000 | SH | DFND | 1 | 177,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 36,788 | 32,500 | SH | DFND | 1 | 32,500 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 56,236 | 773,000 | SH | DFND | 1 | 773,000 | 0 | 0 | |
| TRADEWEB MKTS INC | CL A | 892672106 | 33,019 | 528,733 | SH | DFND | 1 | 528,733 | 0 | 0 | |
| TRINET GROUP INC | COM | 896288107 | 53,844 | 668,035 | SH | DFND | 1 | 668,035 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 29,403 | 108,000 | SH | DFND | 1 | 108,000 | 0 | 0 | |