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 4,696 8,282 SH   DFND   8,282 0 0
AIRBNB INC COM CL A 009066101 22,432 134,737 SH   DFND 1, 2 134,737 0 0
AMAZON COM INC COM 023135106 5,018 1,505 SH   DFND   1,505 0 0
BATH & BODY WORKS INC COM 070830104 25,667 367,772 SH   DFND 1, 2 367,772 0 0
BILL COM HLDGS INC COM 090043100 9,936 39,878 SH   DFND 1, 2 39,878 0 0
BLOCK INC CL A 852234103 2,995 18,542 SH   DFND   18,542 0 0
CARVANA CO CL A 146869102 3,429 14,792 SH   DFND   14,792 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 28,118 43,128 SH   DFND 1, 2 43,128 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 81,098 46,388 SH   DFND 1, 2 46,388 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,587 2,624 SH   DFND   2,624 0 0
COUPA SOFTWARE INC COM 22266L106 1,905 12,050 SH   DFND   12,050 0 0
DOLLAR GEN CORP NEW COM 256677105 5,659 23,995 SH   DFND 1, 2 23,995 0 0
ETSY INC COM 29786A106 5,045 23,044 SH   DFND   23,044 0 0
ETSY INC COM 29786A106 43,850 200,285 SH   DFND 1, 2 200,285 0 0
EXPEDIA GROUP INC COM NEW 30212P303 45,199 250,104 SH   DFND 1, 2 250,104 0 0
FERRARI N V COM N3167Y103 3,765 14,548 SH   DFND   14,548 0 0
FERRARI N V COM N3167Y103 38,850 150,105 SH   DFND 1, 2 150,105 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 40,841 314,136 SH   DFND 1, 2 314,136 0 0
INTUIT COM 461202103 5,502 8,554 SH   DFND   8,554 0 0
LAUDER ESTEE COS INC CL A 518439104 21,477 58,014 SH   DFND 1, 2 58,014 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 48,593 405,987 SH   DFND 1, 2 405,987 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 3,659 30,568 SH   DFND   30,568 0 0
LULULEMON ATHLETICA INC COM 550021109 3,371 8,611 SH   DFND   8,611 0 0
MERCADOLIBRE INC COM 58733R102 1,917 1,422 SH   DFND   1,422 0 0
MICROSOFT CORP COM 594918104 6,507 19,347 SH   DFND   19,347 0 0
MICROSOFT CORP COM 594918104 27,939 83,072 SH   DFND 1, 2 83,072 0 0
NETFLIX INC COM 64110L106 4,842 8,037 SH   DFND   8,037 0 0
NETFLIX INC COM 64110L106 17,220 28,583 SH   DFND 1, 2 28,583 0 0
PAYPAL HLDGS INC COM 70450Y103 9,868 52,326 SH   DFND 1, 2 52,326 0 0
PAYPAL HLDGS INC COM 70450Y103 3,754 19,905 SH   DFND   19,905 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 328 9,169 SH   DFND   9,169 0 0
PLANET FITNESS INC CL A 72703H101 25,575 282,342 SH   DFND 1, 2 282,342 0 0
RH COM 74967X103 21,578 40,262 SH   DFND 1, 2 40,262 0 0
RH COM 74967X103 1,843 3,438 SH   DFND   3,438 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 5,766 119,273 SH   DFND 1, 2 119,273 0 0
SALESFORCE COM INC COM 79466L302 1,811 7,127 SH   DFND   7,127 0 0
SERVICENOW INC COM 81762P102 4,176 6,433 SH   DFND   6,433 0 0
SERVICENOW INC COM 81762P102 28,043 43,203 SH   DFND 1, 2 43,203 0 0
SHOPIFY INC CL A 82509L107 11,689 8,486 SH   DFND 1, 2 8,486 0 0
SHOPIFY INC CL A 82509L107 4,610 3,347 SH   DFND   3,347 0 0
SNAP INC CL A 83304A106 3,048 64,819 SH   DFND   64,819 0 0
TESLA INC COM 88160R101 5,416 5,125 SH   DFND   5,125 0 0