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 | 27,370 | 329,000 | SH | DFND | 1 | 329,000 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 26,455 | 98,000 | SH | DFND | 1 | 98,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 42,838 | 260,000 | SH | DFND | 1 | 260,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 44,066 | 22,000 | SH | DFND | 1 | 22,000 | 0 | 0 | |
| AMERCO | COM | 023586100 | 41,371 | 116,000 | SH | DFND | 1 | 116,000 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 43,846 | 22,100 | SH | DFND | 1 | 22,100 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 24,133 | 122,000 | SH | DFND | 1 | 122,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 25,236 | 327,100 | SH | DFND | 1 | 327,100 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 25,141 | 116,600 | SH | DFND | 1 | 116,600 | 0 | 0 | |
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 27,651 | 3,500,179 | SH | DFND | 1 | 3,500,179 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 42,305 | 324,000 | SH | DFND | 1 | 324,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 37,168 | 226,000 | SH | DFND | 1 | 226,000 | 0 | 0 | |
| IHS MARKIT LTD | SHS | G47567105 | 42,736 | 792,000 | SH | DFND | 1 | 792,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 42,387 | 565,995 | SH | DFND | 1 | 565,995 | 0 | 0 | |
| PENNEY J C INC | COM | 708160106 | 3,196 | 1,925,000 | SH | DFND | 1 | 1,925,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 77,603 | 2,086,650 | SH | DFND | 1 | 2,086,650 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 26,309 | 483,000 | SH | DFND | 1 | 483,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 44,461 | 983,000 | SH | DFND | 1 | 983,000 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 43,912 | 1,587,000 | SH | DFND | 1 | 1,587,000 | 0 | 0 | |
| QTS RLTY TR INC | COM CL A | 74736A103 | 24,985 | 585,543 | SH | DFND | 1 | 585,543 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 108,967 | 1,917,424 | SH | DFND | 1 | 1,917,424 | 0 | 0 | |
| SYNEOS HEALTH INC | CL A | 87166B102 | 38,606 | 748,900 | SH | DFND | 1 | 748,900 | 0 | 0 | |
| TRINET GROUP INC | COM | 896288107 | 25,907 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 29,203 | 178,500 | SH | DFND | 1 | 178,500 | 0 | 0 | |