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 4,850 8,282 SH   DFND   8,282 0 0
AIRBNB INC COM CL A 009066101 12,954 84,592 SH   DFND 1, 2 84,592 0 0
AMAZON COM INC COM 023135106 5,177 1,505 SH   DFND   1,505 0 0
AMAZON COM INC COM 023135106 18,800 5,465 SH   DFND 1, 2 5,465 0 0
BILL COM HLDGS INC COM 090043100 20,808 113,592 SH   DFND 1, 2 113,592 0 0
CARVANA CO CL A 146869102 3,921 12,990 SH   DFND   12,990 0 0
CARVANA CO CL A 146869102 4,793 15,879 SH   DFND 1, 2 15,879 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 32,236 44,682 SH   DFND 1, 2 44,682 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 56,724 36,588 SH   DFND 1, 2 36,588 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,724 2,402 SH   DFND   2,402 0 0
COUPA SOFTWARE INC COM 22266L106 3,158 12,050 SH   DFND   12,050 0 0
DOLLAR GEN CORP NEW COM 256677105 29,983 138,559 SH   DFND 1, 2 138,559 0 0
ETSY INC COM 29786A106 45,311 220,125 SH   DFND 1, 2 220,125 0 0
ETSY INC COM 29786A106 4,743 23,044 SH   DFND   23,044 0 0
EXPEDIA GROUP INC COM NEW 30212P303 33,693 205,812 SH   DFND 1, 2 205,812 0 0
FERRARI N V COM N3167Y103 10,993 53,349 SH   DFND 1, 2 53,349 0 0
FERRARI N V COM N3167Y103 2,998 14,548 SH   DFND   14,548 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 41,519 392,798 SH   DFND 1, 2 392,798 0 0
INTUIT COM 461202103 8,933 18,224 SH   DFND 1, 2 18,224 0 0
INTUIT COM 461202103 4,193 8,554 SH   DFND   8,554 0 0
L BRANDS INC COM 501797104 31,181 432,702 SH   DFND 1, 2 432,702 0 0
LAUDER ESTEE COS INC CL A 518439104 6,206 19,510 SH   DFND 1, 2 19,510 0 0
LEMONADE INC COM 52567D107 629 5,746 SH   DFND   5,746 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,677 30,568 SH   DFND   30,568 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 49,626 566,574 SH   DFND 1, 2 566,574 0 0
LULULEMON ATHLETICA INC COM 550021109 2,360 6,465 SH   DFND   6,465 0 0
MERCADOLIBRE INC COM 58733R102 16,894 10,845 SH   DFND 1, 2 10,845 0 0
MERCADOLIBRE INC COM 58733R102 838 538 SH   DFND   538 0 0
MICROSOFT CORP COM 594918104 17,953 66,270 SH   DFND 1, 2 66,270 0 0
MICROSOFT CORP COM 594918104 5,241 19,347 SH   DFND   19,347 0 0
NETFLIX INC COM 64110L106 4,245 8,037 SH   DFND   8,037 0 0
OKTA INC CL A 679295105 18,367 75,067 SH   DFND 1, 2 75,067 0 0
PAYPAL HLDGS INC COM 70450Y103 26,834 92,061 SH   DFND 1, 2 92,061 0 0
PAYPAL HLDGS INC COM 70450Y103 5,802 19,905 SH   DFND   19,905 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,137 9,169 SH   DFND   9,169 0 0
PLANET FITNESS INC CL A 72703H101 21,895 290,968 SH   DFND 1, 2 290,968 0 0
RH COM 74967X103 2,177 3,206 SH   DFND   3,206 0 0
RH COM 74967X103 14,246 20,981 SH   DFND 1, 2 20,981 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 10,533 206,247 SH   DFND 1, 2 206,247 0 0
SALESFORCE COM INC COM 79466L302 1,741 7,127 SH   DFND   7,127 0 0
SERVICENOW INC COM 81762P102 3,299 6,003 SH   DFND   6,003 0 0
SERVICENOW INC COM 81762P102 18,776 34,167 SH   DFND 1, 2 34,167 0 0
SHOPIFY INC CL A 82509L107 4,890 3,347 SH   DFND   3,347 0 0
SHOPIFY INC CL A 82509L107 10,151 6,948 SH   DFND 1, 2 6,948 0 0
SNAP INC CL A 83304A106 4,417 64,819 SH   DFND   64,819 0 0
SNAP INC CL A 83304A106 3,960 58,110 SH   DFND 1, 2 58,110 0 0
SQUARE INC CL A 852234103 32,326 132,592 SH   DFND 1, 2 132,592 0 0
SQUARE INC CL A 852234103 4,521 18,542 SH   DFND   18,542 0 0
TESLA INC COM 88160R101 3,483 5,125 SH   DFND   5,125 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,198 23,896 SH   DFND   23,896 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,860 23,397 SH   DFND   23,397 0 0