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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   12,154 45,607 SH   DFND 1 45,607 0 0
ADOBE INC COM 00724F101   4,285 16,079 SH   DFND   16,079 0 0
ALPHABET INC CAP STK CL A 02079K305   1,162 987 SH   DFND   987 0 0
ALTERYX INC COM CL A 02156B103   1,283 15,299 SH   DFND   15,299 0 0
ALTERYX INC COM CL A 02156B103   10,769 128,396 SH   DFND 1 128,396 0 0
AMAZON COM INC COM 023135106   2,595 1,457 SH   DFND   1,457 0 0
ANAPLAN INC COM 03272L108   1,840 46,743 SH   DFND   46,743 0 0
ANAPLAN INC COM 03272L108   15,470 393,026 SH   DFND 1 393,026 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,865 5,375 SH   DFND   5,375 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   15,573 44,891 SH   DFND 1 44,891 0 0
DISNEY WALT CO COM DISNEY 254687106   7,033 63,342 SH   DFND 1 63,342 0 0
DISNEY WALT CO COM DISNEY 254687106   845 7,614 SH   DFND   7,614 0 0
DOMINOS PIZZA INC COM 25754A201   519 2,011 SH   DFND   2,011 0 0
ETSY INC COM 29786A106   18,651 277,461 SH   DFND 1 277,461 0 0
ETSY INC COM 29786A106   2,340 34,812 SH   DFND   34,812 0 0
FERRARI N V COM N3167Y103   5,980 44,692 SH   DFND   44,692 0 0
FERRARI N V COM N3167Y103   26,625 198,988 SH   DFND 1 198,988 0 0
INTUIT COM 461202103   2,236 8,554 SH   DFND   8,554 0 0
LAMB WESTON HLDGS INC COM 513272104   536 7,149 SH   DFND   7,149 0 0
LAMB WESTON HLDGS INC COM 513272104   4,498 60,022 SH   DFND 1 60,022 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   2,269 35,716 SH   DFND   35,716 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   6,625 104,270 SH   DFND 1 104,270 0 0
LIVERAMP HLDGS INC COM 53815P108   1,535 28,128 SH   DFND   28,128 0 0
LIVERAMP HLDGS INC COM 53815P108   12,865 235,749 SH   DFND 1 235,749 0 0
MASTERCARD INC CL A 57636Q104   13,845 58,802 SH   DFND 1 58,802 0 0
MASTERCARD INC CL A 57636Q104   2,946 12,514 SH   DFND   12,514 0 0
MCDONALDS CORP COM 580135101   1,641 8,643 SH   DFND   8,643 0 0
MCDONALDS CORP COM 580135101   2,945 15,508 SH   DFND 1 15,508 0 0
MICROSOFT CORP COM 594918104   3,548 30,087 SH   DFND   30,087 0 0
MICROSOFT CORP COM 594918104   8,831 74,878 SH   DFND 1 74,878 0 0
NETFLIX INC COM 64110L106   3,632 10,185 SH   DFND   10,185 0 0
NETFLIX INC COM 64110L106   4,356 12,217 SH   DFND 1 12,217 0 0
PAYPAL HLDGS INC COM 70450Y103   6,400 61,638 SH   DFND   61,638 0 0
PAYPAL HLDGS INC COM 70450Y103   26,573 255,906 SH   DFND 1 255,906 0 0
PLANET FITNESS INC CL A 72703H101   21,772 316,819 SH   DFND 1 316,819 0 0
PLANET FITNESS INC CL A 72703H101   2,594 37,751 SH   DFND   37,751 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   2,069 31,783 SH   DFND   31,783 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   8,891 136,560 SH   DFND 1 136,560 0 0
SALESFORCE COM INC COM 79466L302   6,143 38,786 SH   DFND   38,786 0 0
SALESFORCE COM INC COM 79466L302   27,074 170,953 SH   DFND 1 170,953 0 0
SERVICENOW INC COM 81762P102   3,252 13,194 SH   DFND   13,194 0 0
SERVICENOW INC COM 81762P102   17,417 70,662 SH   DFND 1 70,662 0 0
SQUARE INC CL A 852234103   1,333 17,787 SH   DFND   17,787 0 0
TESLA INC COM 88160R101   970 3,466 SH   DFND   3,466 0 0
VAIL RESORTS INC COM 91879Q109   1,886 8,680 SH   DFND   8,680 0 0
VAIL RESORTS INC COM 91879Q109   5,234 24,085 SH   DFND 1 24,085 0 0
VISA INC COM CL A 92826C839   16,116 103,185 SH   DFND 1 103,185 0 0
VISA INC COM CL A 92826C839   5,025 32,175 SH   DFND   32,175 0 0