The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 INC COM 00724F101 1,765 7,800 SH   DFND 1 0 7,800 0
ADOBE INC COM 00724F101 3,642 16,100 SH   SOLE N/A 16,100 0 0
ALPHABET INC CAP STK CL A 02079K305 2,352 2,251 SH   DFND 1 0 2,251 0
ALPHABET INC CAP STK CL A 02079K305 4,847 4,638 SH   SOLE N/A 4,638 0 0
ALTICE USA INC CL A 02156K103 1,693 102,500 SH   DFND 1 0 102,500 0
ALTICE USA INC CL A 02156K103 3,491 211,300 SH   SOLE N/A 211,300 0 0
AMAZON COM INC COM 023135106 3,509 2,336 SH   DFND 1 0 2,336 0
AMAZON COM INC COM 023135106 7,232 4,815 SH   SOLE N/A 4,815 0 0
ANSYS INC COM 03662Q105 1,601 11,200 SH   DFND 1 0 11,200 0
ANSYS INC COM 03662Q105 3,331 23,300 SH   SOLE N/A 23,300 0 0
ASPEN TECHNOLOGY INC COM 045327103 871 10,600 SH   DFND 1 0 10,600 0
ASPEN TECHNOLOGY INC COM 045327103 1,808 22,000 SH   SOLE N/A 22,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,229 17,000 SH   DFND 1 0 17,000 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,589 35,000 SH   SOLE N/A 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 421 4,100 SH Call DFND 1 0 4,100 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 873 8,500 SH Call SOLE N/A 8,500 0 0
CINTAS CORP COM 172908105 3,444 20,500 SH   DFND 1 0 20,500 0
CINTAS CORP COM 172908105 7,089 42,200 SH   SOLE N/A 42,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,684 15,500 SH   DFND 1 0 15,500 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,444 31,700 SH   SOLE N/A 31,700 0 0
DISCOVERY INC COM SER A 25470F104 1,037 41,900 SH Call DFND 1 0 41,900 0
DISCOVERY INC COM SER A 25470F104 2,135 86,300 SH Call SOLE N/A 86,300 0 0
DISNEY WALT CO COM DISNEY 254687106 1,557 14,200 SH   DFND 1 0 14,200 0
DISNEY WALT CO COM DISNEY 254687106 3,224 29,400 SH   SOLE N/A 29,400 0 0
ECOLAB INC COM 278865100 2,918 19,800 SH Call DFND 1 0 19,800 0
ECOLAB INC COM 278865100 5,997 40,700 SH Call SOLE N/A 40,700 0 0
ELECTRONIC ARTS INC COM 285512109 2,123 26,900 SH Call DFND 1 0 26,900 0
ELECTRONIC ARTS INC COM 285512109 4,364 55,300 SH Call SOLE N/A 55,300 0 0
F5 NETWORKS INC COM 315616102 2,398 14,800 SH Call DFND 1 0 14,800 0
F5 NETWORKS INC COM 315616102 4,974 30,700 SH Call SOLE N/A 30,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,595 25,300 SH   DFND 1 0 25,300 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,353 52,200 SH   SOLE N/A 52,200 0 0
FIRST DATA CORP NEW COM CL A 32008D106 1,152 68,100 SH Call DFND 1 0 68,100 0
FIRST DATA CORP NEW COM CL A 32008D106 2,372 140,300 SH Call SOLE N/A 140,300 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 695 52,600 SH Call DFND 1 0 52,600 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,439 108,900 SH Call SOLE N/A 108,900 0 0
IHS MARKIT LTD SHS G47567105 374 7,800 SH   DFND 1 0 7,800 0
IHS MARKIT LTD SHS G47567105 772 16,100 SH   SOLE N/A 16,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,244 130,700 SH Call DFND 1 0 130,700 0
INFOSYS LTD SPONSORED ADR 456788108 2,566 269,500 SH Call SOLE N/A 269,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,508 21,800 SH Call DFND 1 0 21,800 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,120 45,100 SH Call SOLE N/A 45,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,713 6,400 SH   DFND 1 0 6,400 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 3,534 13,200 SH   SOLE N/A 13,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,717 9,100 SH   DFND 1 0 9,100 0
MASTERCARD INCORPORATED CL A 57636Q104 3,509 18,600 SH   SOLE N/A 18,600 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 1,903 20,600 SH   DFND 1 0 20,600 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 3,935 42,600 SH   SOLE N/A 42,600 0 0
MICROSOFT CORP COM 594918104 1,574 15,500 SH   DFND 1 0 15,500 0
MICROSOFT CORP COM 594918104 3,250 32,000 SH   SOLE N/A 32,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,634 14,200 SH   DFND 1 0 14,200 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,371 29,300 SH   SOLE N/A 29,300 0 0
MSCI INC COM 55354G100 1,666 11,300 SH Call DFND 1 0 11,300 0
MSCI INC COM 55354G100 3,435 23,300 SH Call SOLE N/A 23,300 0 0
NETAPP INC COM 64110D104 1,528 25,600 SH Call DFND 1 0 25,600 0
NETAPP INC COM 64110D104 3,163 53,000 SH Call SOLE N/A 53,000 0 0
NVIDIA CORP COM 67066G104 374 2,800 SH   DFND 1 0 2,800 0
NVIDIA CORP COM 67066G104 774 5,800 SH   SOLE N/A 5,800 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,123 68,000 SH Call DFND 1 0 68,000 0
ON SEMICONDUCTOR CORP COM 682189105 2,310 139,900 SH Call SOLE N/A 139,900 0 0
ORACLE CORP COM 68389X105 768 17,000 SH Call DFND 1 0 17,000 0
ORACLE CORP COM 68389X105 1,580 35,000 SH Call SOLE N/A 35,000 0 0
PAYCHEX INC COM 704326107 2,567 39,400 SH   DFND 1 0 39,400 0
PAYCHEX INC COM 704326107 5,284 81,100 SH   SOLE N/A 81,100 0 0
PAYPAL HLDGS INC COM 70450Y103 2,489 29,600 SH Call DFND 1 0 29,600 0
PAYPAL HLDGS INC COM 70450Y103 5,121 60,900 SH Call SOLE N/A 60,900 0 0
SALESFORCE COM INC COM 79466L302 2,602 19,000 SH Call DFND 1 0 19,000 0
SALESFORCE COM INC COM 79466L302 5,342 39,000 SH Call SOLE N/A 39,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,389 61,900 SH Call DFND 1 0 61,900 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,920 127,500 SH Call SOLE N/A 127,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,037 89,500 SH   DFND 1 0 89,500 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8,323 184,500 SH   SOLE N/A 184,500 0 0
SYNOPSYS INC COM 871607107 4,035 47,900 SH   DFND 1 0 47,900 0
SYNOPSYS INC COM 871607107 8,323 98,800 SH   SOLE N/A 98,800 0 0
T MOBILE US INC COM 872590104 2,544 40,000 SH   DFND 1 0 40,000 0
T MOBILE US INC COM 872590104 5,248 82,500 SH   SOLE N/A 82,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,429 65,800 SH Call DFND 1 0 65,800 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,001 135,500 SH Call SOLE N/A 135,500 0 0
TRIMBLE INC COM 896239100 1,622 49,300 SH Call DFND 1 0 49,300 0
TRIMBLE INC COM 896239100 3,347 101,700 SH Call SOLE N/A 101,700 0 0
VERISIGN INC COM 92343E102 1,157 7,800 SH   DFND 1 0 7,800 0
VERISIGN INC COM 92343E102 2,387 16,100 SH   SOLE N/A 16,100 0 0
VISA INC COM CL A 92826C839 3,259 24,700 SH   DFND 1 0 24,700 0
VISA INC COM CL A 92826C839 6,703 50,800 SH   SOLE N/A 50,800 0 0