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 | 26,040 | 386,000 | SH | DFND | 1 | 386,000 | 0 | 0 | |
| Adobe Sys Inc | COM | 00724F101 | 28,955 | 134,000 | SH | DFND | 1 | 134,000 | 0 | 0 | |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 41,609 | 226,700 | SH | DFND | 1 | 226,700 | 0 | 0 | |
| Amazon Com Inc | COM | 023135106 | 40,526 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| Amerco | COM | 023586100 | 46,243 | 134,000 | SH | DFND | 1 | 134,000 | 0 | 0 | |
| Arris Intl Inc | SHS | G0551A103 | 45,488 | 1,712,000 | SH | DFND | 1 | 1,712,000 | 0 | 0 | |
| Booking Hldgs Inc | COM | 09857L108 | 49,929 | 24,000 | SH | DFND | 1 | 24,000 | 0 | 0 | |
| Cintas Corp | COM | 172908105 | 28,146 | 165,000 | SH | DFND | 1 | 165,000 | 0 | 0 | |
| Cognizant Technology Solutions | CL A | 192446102 | 27,773 | 345,000 | SH | DFND | 1 | 345,000 | 0 | 0 | |
| Constellation Brands Inc | CL A | 21036P108 | 29,630 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
| Cotiviti Hldgs Inc | COM | 22164K101 | 28,500 | 827,527 | SH | DFND | 1 | 827,527 | 0 | 0 | |
| Entercom Communications Corp | CL A | 293639100 | 25,756 | 2,669,000 | SH | DFND | 1 | 2,669,000 | 0 | 0 | |
| Equifax Inc | COM | 294429105 | 46,299 | 393,000 | SH | DFND | 1 | 393,000 | 0 | 0 | |
| Facebook Inc | CL A | 30303M102 | 46,978 | 294,000 | SH | DFND | 1 | 294,000 | 0 | 0 | |
| IHS Markit Ltd | SHS | G47567105 | 46,745 | 969,000 | SH | DFND | 1 | 969,000 | 0 | 0 | |
| Intercontinental Exchange Inc | COM | 45866F104 | 45,688 | 630,000 | SH | DFND | 1 | 630,000 | 0 | 0 | |
| Liberty Media Corp Delaware | COM SER C FRMLA | 531229854 | 79,994 | 2,593,000 | SH | DFND | 1 | 2,593,000 | 0 | 0 | |
| Live Nation Entertainment Inc | COM | 538034109 | 24,652 | 585,000 | SH | DFND | 1 | 585,000 | 0 | 0 | |
| Middleby Corp | COM | 596278101 | 42,012 | 339,378 | SH | DFND | 1 | 339,378 | 0 | 0 | |
| Ss&C Technologies Hldgs Inc | COM | 78467J100 | 119,713 | 2,231,790 | SH | DFND | 1 | 2,231,790 | 0 | 0 | |
| Syneos Health Inc | CL A | 87166B102 | 46,501 | 1,309,900 | SH | DFND | 1 | 1,309,900 | 0 | 0 | |
| Travelport Worldwide Ltd | SHS | G9019D104 | 32,876 | 2,012,000 | SH | DFND | 1 | 2,012,000 | 0 | 0 | |
| Trinet Group Inc | COM | 896288107 | 29,607 | 639,186 | SH | DFND | 1 | 639,186 | 0 | 0 | |
| United Rentals Inc | COM | 911363109 | 27,637 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |