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 4,768 8,282 SH   DFND   8,282 0 0
AIRBNB INC COM CL A 009066101 36,761 219,144 SH   DFND 1, 2 219,144 0 0
AMAZON COM INC COM 023135106 4,944 1,505 SH   DFND   1,505 0 0
AMAZON COM INC COM 023135106 13,196 4,017 SH   DFND 1, 2 4,017 0 0
BATH & BODY WORKS INC COM 070830104 33,072 524,704 SH   DFND 1, 2 524,704 0 0
BILL COM HLDGS INC COM 090043100 13,236 49,583 SH   DFND 1, 2 49,583 0 0
CARVANA CO CL A 146869102 3,917 12,990 SH   DFND   12,990 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 33,572 46,143 SH   DFND 1, 2 46,143 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 62,795 34,550 SH   DFND 1, 2 34,550 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,366 2,402 SH   DFND   2,402 0 0
COUPA SOFTWARE INC COM 22266L106 2,641 12,050 SH   DFND   12,050 0 0
DOLLAR GEN CORP NEW COM 256677105 26,307 124,006 SH   DFND 1, 2 124,006 0 0
ETSY INC COM 29786A106 4,792 23,044 SH   DFND   23,044 0 0
ETSY INC COM 29786A106 43,961 211,394 SH   DFND 1, 2 211,394 0 0
EXPEDIA GROUP INC COM NEW 30212P303 42,021 256,381 SH   DFND 1, 2 256,381 0 0
FERRARI N V COM N3167Y103 3,042 14,548 SH   DFND   14,548 0 0
FERRARI N V COM N3167Y103 19,781 94,590 SH   DFND 1, 2 94,590 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 46,261 382,985 SH   DFND 1, 2 382,985 0 0
INTUIT COM 461202103 4,615 8,554 SH   DFND   8,554 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,786 30,568 SH   DFND   30,568 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 47,641 522,780 SH   DFND 1, 2 522,780 0 0
LULULEMON ATHLETICA INC COM 550021109 2,616 6,465 SH   DFND   6,465 0 0
MERCADOLIBRE INC COM 58733R102 1,318 785 SH   DFND   785 0 0
MICROSOFT CORP COM 594918104 5,454 19,347 SH   DFND   19,347 0 0
MICROSOFT CORP COM 594918104 14,901 52,855 SH   DFND 1, 2 52,855 0 0
NETFLIX INC COM 64110L106 4,905 8,037 SH   DFND   8,037 0 0
OKTA INC CL A 679295105 13,184 55,551 SH   DFND 1, 2 55,551 0 0
PAYPAL HLDGS INC COM 70450Y103 27,298 104,906 SH   DFND 1, 2 104,906 0 0
PAYPAL HLDGS INC COM 70450Y103 5,179 19,905 SH   DFND   19,905 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 798 9,169 SH   DFND   9,169 0 0
PLANET FITNESS INC CL A 72703H101 16,688 212,456 SH   DFND 1, 2 212,456 0 0
RH COM 74967X103 10,589 15,878 SH   DFND 1, 2 15,878 0 0
RH COM 74967X103 2,138 3,206 SH   DFND   3,206 0 0
SALESFORCE COM INC COM 79466L302 1,933 7,127 SH   DFND   7,127 0 0
SERVICENOW INC COM 81762P102 3,735 6,003 SH   DFND   6,003 0 0
SERVICENOW INC COM 81762P102 25,546 41,053 SH   DFND 1, 2 41,053 0 0
SHOPIFY INC CL A 82509L107 4,538 3,347 SH   DFND   3,347 0 0
SNAP INC CL A 83304A106 19,905 269,458 SH   DFND 1, 2 269,458 0 0
SNAP INC CL A 83304A106 4,788 64,819 SH   DFND   64,819 0 0
SQUARE INC CL A 852234103 4,447 18,542 SH   DFND   18,542 0 0
SQUARE INC CL A 852234103 28,035 116,892 SH   DFND 1, 2 116,892 0 0
TESLA INC COM 88160R101 3,974 5,125 SH   DFND   5,125 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,071 23,896 SH   DFND   23,896 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 6,139 111,100 SH   DFND 1, 2 111,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,062 23,397 SH   DFND   23,397 0 0