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 9,204 33,319 SH   DFND 1 33,319 0 0
ADOBE INC COM 00724F101 5,023 18,183 SH   DFND   18,183 0 0
ALTERYX INC COM CL A 02156B103 5,701 53,063 SH   DFND   53,063 0 0
ALTERYX INC COM CL A 02156B103 24,416 227,276 SH   DFND 1 227,276 0 0
AMAZON COM INC COM 023135106 2,529 1,457 SH   DFND   1,457 0 0
ANAPLAN INC COM 03272L108 2,801 59,602 SH   DFND   59,602 0 0
ANAPLAN INC COM 03272L108 10,693 227,503 SH   DFND 1 227,503 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,073 12,309 SH   DFND   12,309 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,718 52,698 SH   DFND 1 52,698 0 0
COUPA SOFTWARE INC COM 22266L106 10,503 81,062 SH   DFND 1 81,062 0 0
COUPA SOFTWARE INC COM 22266L106 3,468 26,766 SH   DFND   26,766 0 0
DISNEY WALT CO COM DISNEY 254687106 2,522 19,354 SH   DFND   19,354 0 0
DISNEY WALT CO COM DISNEY 254687106 10,754 82,517 SH   DFND 1 82,517 0 0
DOLLAR GEN CORP NEW COM 256677105 6,702 42,166 SH   DFND   42,166 0 0
DOLLAR GEN CORP NEW COM 256677105 27,384 172,290 SH   DFND 1 172,290 0 0
ETSY INC COM 29786A106 6,885 121,858 SH   DFND   121,858 0 0
ETSY INC COM 29786A106 23,882 422,688 SH   DFND 1 422,688 0 0
FERRARI N V COM N3167Y103 12,496 81,097 SH   DFND   81,097 0 0
FERRARI N V COM N3167Y103 37,798 245,300 SH   DFND 1 245,300 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 520 15,005 SH   DFND   15,005 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 2,204 63,543 SH   DFND 1 63,543 0 0
INTUIT COM 461202103 2,275 8,554 SH   DFND   8,554 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 15,992 241,058 SH   DFND 1 241,058 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,282 79,618 SH   DFND   79,618 0 0
MASTERCARD INC CL A 57636Q104 7,398 27,241 SH   DFND   27,241 0 0
MASTERCARD INC CL A 57636Q104 21,449 78,983 SH   DFND 1 78,983 0 0
MCDONALDS CORP COM 580135101 4,207 19,593 SH   DFND   19,593 0 0
MCDONALDS CORP COM 580135101 11,059 51,506 SH   DFND 1 51,506 0 0
MICROSOFT CORP COM 594918104 6,759 48,615 SH   DFND   48,615 0 0
MICROSOFT CORP COM 594918104 15,276 109,876 SH   DFND 1 109,876 0 0
NETFLIX INC COM 64110L106 2,337 8,732 SH   DFND   8,732 0 0
PAYPAL HLDGS INC COM 70450Y103 5,496 53,053 SH   DFND   53,053 0 0
PAYPAL HLDGS INC COM 70450Y103 10,505 101,411 SH   DFND 1 101,411 0 0
PLANET FITNESS INC CL A 72703H101 6,636 114,671 SH   DFND   114,671 0 0
PLANET FITNESS INC CL A 72703H101 28,403 490,814 SH   DFND 1 490,814 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 17,802 250,233 SH   DFND 1 250,233 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 5,256 73,889 SH   DFND   73,889 0 0
SALESFORCE COM INC COM 79466L302 4,980 33,550 SH   DFND   33,550 0 0
SALESFORCE COM INC COM 79466L302 10,869 73,219 SH   DFND 1 73,219 0 0
SERVICENOW INC COM 81762P102 1,524 6,003 SH   DFND   6,003 0 0
SHOPIFY INC CL A 82509L107 895 2,871 SH   DFND   2,871 0 0
SQUARE INC CL A 852234103 850 13,722 SH   DFND   13,722 0 0
TESLA INC COM 88160R101 666 2,765 SH   DFND   2,765 0 0
VAIL RESORTS INC COM 91879Q109 1,318 5,792 SH   DFND   5,792 0 0
VISA INC COM CL A 92826C839 12,472 72,509 SH   DFND 1 72,509 0 0
VISA INC COM CL A 92826C839 5,778 33,591 SH   DFND   33,591 0 0