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 SYSTEMS INCORPORATED COM 00724F101 21,284 42,558 SH   DFND 1, 2 42,558 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,950 9,898 SH   DFND   9,898 0 0
AIRBNB INC COM CL A 009066101 5,932 40,408 SH   DFND 1, 2 40,408 0 0
ALTERYX INC COM CL A 02156B103 4,189 34,399 SH   DFND 1, 2 34,399 0 0
AMAZON COM INC COM 023135106 4,902 1,505 SH   DFND   1,505 0 0
AMAZON COM INC COM 023135106 14,826 4,552 SH   DFND 1, 2 4,552 0 0
BILL COM HLDGS INC COM 090043100 20,051 146,894 SH   DFND 1, 2 146,894 0 0
BOOKING HOLDINGS INC COM 09857L108 27,623 12,402 SH   DFND 1, 2 12,402 0 0
CARVANA CO CL A 146869102 1,696 7,082 SH   DFND   7,082 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,755 31,374 SH   DFND 1, 2 31,374 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 26,691 19,248 SH   DFND 1, 2 19,248 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,331 2,402 SH   DFND   2,402 0 0
COUPA SOFTWARE INC COM 22266L106 11,147 32,892 SH   DFND 1, 2 32,892 0 0
COUPA SOFTWARE INC COM 22266L106 2,710 7,997 SH   DFND   7,997 0 0
DOLLAR GEN CORP NEW COM 256677105 25,217 119,908 SH   DFND 1, 2 119,908 0 0
DOMINOS PIZZA INC COM 25754A201 730 1,903 SH   DFND   1,903 0 0
ETSY INC COM 29786A106 30,480 171,324 SH   DFND 1, 2 171,324 0 0
ETSY INC COM 29786A106 4,100 23,044 SH   DFND   23,044 0 0
EXPEDIA GROUP INC COM NEW 30212P303 27,521 207,866 SH   DFND 1, 2 207,866 0 0
FERRARI N V COM N3167Y103 30,841 134,373 SH   DFND 1, 2 134,373 0 0
FERRARI N V COM N3167Y103 4,035 17,579 SH   DFND   17,579 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 45,034 485,019 SH   DFND 1, 2 485,019 0 0
INTUIT COM 461202103 3,249 8,554 SH   DFND   8,554 0 0
L BRANDS INC COM 501797104 8,201 220,513 SH   DFND 1, 2 220,513 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 50,567 688,173 SH   DFND 1, 2 688,173 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,246 30,568 SH   DFND   30,568 0 0
LULULEMON ATHLETICA INC COM 550021109 321 922 SH   DFND   922 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,519 7,056 SH   DFND   7,056 0 0
MICROSOFT CORP COM 594918104 9,093 40,880 SH   DFND 1, 2 40,880 0 0
MICROSOFT CORP COM 594918104 4,698 21,122 SH   DFND   21,122 0 0
NETFLIX INC COM 64110L106 4,346 8,037 SH   DFND   8,037 0 0
NEW YORK TIMES CO CL A 650111107 28,235 545,392 SH   DFND 1, 2 545,392 0 0
OKTA INC CL A 679295105 17,149 67,447 SH   DFND 1, 2 67,447 0 0
PAYPAL HLDGS INC COM 70450Y103 4,662 19,905 SH   DFND   19,905 0 0
PAYPAL HLDGS INC COM 70450Y103 11,852 50,607 SH   DFND 1, 2 50,607 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,391 9,169 SH   DFND   9,169 0 0
PLANET FITNESS INC CL A 72703H101 25,792 332,242 SH   DFND 1, 2 332,242 0 0
RH COM 74967X103 1,034 2,311 SH   DFND   2,311 0 0
SALESFORCE COM INC COM 79466L302 1,586 7,127 SH   DFND   7,127 0 0
SERVICENOW INC COM 81762P102 32,372 58,813 SH   DFND 1, 2 58,813 0 0
SERVICENOW INC COM 81762P102 3,304 6,003 SH   DFND   6,003 0 0
SHOPIFY INC CL A 82509L107 3,250 2,871 SH   DFND   2,871 0 0
SNAP INC CL A 83304A106 7,133 142,463 SH   DFND 1, 2 142,463 0 0
SNAP INC CL A 83304A106 3,055 61,020 SH   DFND   61,020 0 0
SQUARE INC CL A 852234103 3,430 15,762 SH   DFND   15,762 0 0
SQUARE INC CL A 852234103 21,409 98,368 SH   DFND 1, 2 98,368 0 0
TESLA INC COM 88160R101 3,617 5,125 SH   DFND   5,125 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,047 20,536 SH   DFND   20,536 0 0
VISA INC COM CL A 92826C839 3,273 14,964 SH   DFND   14,964 0 0
VISA INC COM CL A 92826C839 9,413 43,033 SH   DFND 1, 2 43,033 0 0