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 17,035 53,530 SH   DFND 1 53,530 0 0
ADOBE INC COM 00724F101 7,082 22,254 SH   DFND   22,254 0 0
ALTERYX INC COM CL A 02156B103 4,201 44,147 SH   DFND   44,147 0 0
ALTERYX INC COM CL A 02156B103 19,097 200,667 SH   DFND 1 200,667 0 0
AMAZON COM INC COM 023135106 3,145 1,613 SH   DFND   1,613 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,321 9,903 SH   DFND   9,903 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,605 42,641 SH   DFND 1 42,641 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,023 9,204 SH   DFND   9,204 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,779 37,865 SH   DFND 1 37,865 0 0
COUPA SOFTWARE INC COM 22266L106 2,372 16,978 SH   DFND   16,978 0 0
COUPA SOFTWARE INC COM 22266L106 6,822 48,824 SH   DFND 1 48,824 0 0
DOLLAR GEN CORP NEW COM 256677105 23,290 154,227 SH   DFND 1 154,227 0 0
DOLLAR GEN CORP NEW COM 256677105 5,107 33,816 SH   DFND   33,816 0 0
ETSY INC COM 29786A106 3,664 95,312 SH   DFND   95,312 0 0
ETSY INC COM 29786A106 12,627 328,486 SH   DFND 1 328,486 0 0
FERRARI N V COM N3167Y103 9,932 65,097 SH   DFND   65,097 0 0
FERRARI N V COM N3167Y103 28,736 188,348 SH   DFND 1 188,348 0 0
INTUIT COM 461202103 1,967 8,554 SH   DFND   8,554 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,061 111,338 SH   DFND   111,338 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 16,815 369,880 SH   DFND 1 369,880 0 0
MASTERCARD INC CL A 57636Q104 17,943 74,279 SH   DFND 1 74,279 0 0
MASTERCARD INC CL A 57636Q104 5,878 24,332 SH   DFND   24,332 0 0
MCDONALDS CORP COM 580135101 1,124 6,800 SH   DFND   6,800 0 0
MICROSOFT CORP COM 594918104 9,803 62,161 SH   DFND   62,161 0 0
MICROSOFT CORP COM 594918104 29,016 183,981 SH   DFND 1 183,981 0 0
NETFLIX INC COM 64110L106 5,528 14,721 SH   DFND   14,721 0 0
NETFLIX INC COM 64110L106 10,223 27,224 SH   DFND 1 27,224 0 0
NEW YORK TIMES CO CL A 650111107 3,423 111,461 SH   DFND   111,461 0 0
NEW YORK TIMES CO CL A 650111107 15,931 518,757 SH   DFND 1 518,757 0 0
PAYPAL HLDGS INC COM 70450Y103 1,906 19,905 SH   DFND   19,905 0 0
PLANET FITNESS INC CL A 72703H101 3,934 80,772 SH   DFND   80,772 0 0
PLANET FITNESS INC CL A 72703H101 17,932 368,220 SH   DFND 1 368,220 0 0
SALESFORCE COM INC COM 79466L302 8,086 56,162 SH   DFND 1 56,162 0 0
SALESFORCE COM INC COM 79466L302 4,145 28,792 SH   DFND   28,792 0 0
SERVICENOW INC COM 81762P102 1,720 6,003 SH   DFND   6,003 0 0
SHOPIFY INC CL A 82509L107 1,197 2,871 SH   DFND   2,871 0 0
SQUARE INC CL A 852234103 719 13,722 SH   DFND   13,722 0 0
TESLA INC COM 88160R101 537 1,025 SH   DFND   1,025 0 0
UBER TECHNOLOGIES INC COM 90353T100 573 20,536 SH   DFND   20,536 0 0
VAIL RESORTS INC COM 91879Q109 856 5,792 SH   DFND   5,792 0 0
VISA INC COM CL A 92826C839 11,575 71,843 SH   DFND 1 71,843 0 0
VISA INC COM CL A 92826C839 5,205 32,308 SH   DFND   32,308 0 0