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 14,543 44,096 SH   DFND 1 44,096 0 0
ADOBE INC COM 00724F101 6,821 20,683 SH   DFND   20,683 0 0
ALTERYX INC COM CL A 02156B103 6,000 59,960 SH   DFND   59,960 0 0
ALTERYX INC COM CL A 02156B103 24,582 245,647 SH   DFND 1 245,647 0 0
AMAZON COM INC COM 023135106 2,692 1,457 SH   DFND   1,457 0 0
ANAPLAN INC COM 03272L108 440 8,405 SH   DFND   8,405 0 0
ANAPLAN INC COM 03272L108 1,779 33,951 SH   DFND 1 33,951 0 0
BURLINGTON STORES INC COM 122017106 4,027 17,658 SH   DFND   17,658 0 0
BURLINGTON STORES INC COM 122017106 16,581 72,714 SH   DFND 1 72,714 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,745 9,782 SH   DFND   9,782 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,502 40,203 SH   DFND 1 40,203 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,326 1,584 SH   DFND   1,584 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,386 6,434 SH   DFND 1 6,434 0 0
COUPA SOFTWARE INC COM 22266L106 966 6,607 SH   DFND   6,607 0 0
DISNEY WALT CO COM DISNEY 254687106 1,160 8,019 SH   DFND   8,019 0 0
DISNEY WALT CO COM DISNEY 254687106 4,772 32,995 SH   DFND 1 32,995 0 0
DOLLAR GEN CORP NEW COM 256677105 4,440 28,467 SH   DFND   28,467 0 0
DOLLAR GEN CORP NEW COM 256677105 18,290 117,258 SH   DFND 1 117,258 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,796 23,774 SH   DFND   23,774 0 0
DUNKIN BRANDS GROUP INC COM 265504100 7,395 97,897 SH   DFND 1 97,897 0 0
ETSY INC COM 29786A106 3,588 80,983 SH   DFND   80,983 0 0
ETSY INC COM 29786A106 10,573 238,659 SH   DFND 1 238,659 0 0
FERRARI N V COM N3167Y103 12,533 75,711 SH   DFND   75,711 0 0
FERRARI N V COM N3167Y103 35,735 215,869 SH   DFND 1 215,869 0 0
GRAY TELEVISION INC COM 389375106 1,834 85,563 SH   DFND 1 85,563 0 0
GRAY TELEVISION INC COM 389375106 455 21,203 SH   DFND   21,203 0 0
INTUIT COM 461202103 2,241 8,554 SH   DFND   8,554 0 0
L BRANDS INC COM 501797104 3,221 177,783 SH   DFND   177,783 0 0
L BRANDS INC COM 501797104 13,265 732,084 SH   DFND 1 732,084 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,730 122,143 SH   DFND   122,143 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 29,134 407,636 SH   DFND 1 407,636 0 0
MASTERCARD INC CL A 57636Q104 6,882 23,047 SH   DFND   23,047 0 0
MASTERCARD INC CL A 57636Q104 18,384 61,569 SH   DFND 1 61,569 0 0
MCDONALDS CORP COM 580135101 1,344 6,800 SH   DFND   6,800 0 0
MICROSOFT CORP COM 594918104 11,303 71,676 SH   DFND   71,676 0 0
MICROSOFT CORP COM 594918104 32,832 208,195 SH   DFND 1 208,195 0 0
NETFLIX INC COM 64110L106 2,825 8,732 SH   DFND   8,732 0 0
PAYPAL HLDGS INC COM 70450Y103 3,701 34,213 SH   DFND   34,213 0 0
PAYPAL HLDGS INC COM 70450Y103 4,466 41,289 SH   DFND 1 41,289 0 0
PLANET FITNESS INC CL A 72703H101 6,586 88,193 SH   DFND   88,193 0 0
PLANET FITNESS INC CL A 72703H101 27,121 363,166 SH   DFND 1 363,166 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 982 15,397 SH   DFND   15,397 0 0
SALESFORCE COM INC COM 79466L302 7,097 43,638 SH   DFND   43,638 0 0
SALESFORCE COM INC COM 79466L302 18,242 112,163 SH   DFND 1 112,163 0 0
SERVICENOW INC COM 81762P102 1,695 6,003 SH   DFND   6,003 0 0
SHOPIFY INC CL A 82509L107 1,141 2,871 SH   DFND   2,871 0 0
SQUARE INC CL A 852234103 858 13,722 SH   DFND   13,722 0 0
VAIL RESORTS INC COM 91879Q109 1,389 5,792 SH   DFND   5,792 0 0
VISA INC COM CL A 92826C839 12,738 67,791 SH   DFND 1 67,791 0 0
VISA INC COM CL A 92826C839 6,256 33,295 SH   DFND   33,295 0 0