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 3,633 7,973 SH   DFND   7,973 0 0
AIRBNB INC COM CL A 009066101 26,890 156,554 SH   DFND 1, 2 156,554 0 0
AIRBNB INC COM CL A 009066101 656 3,821 SH   DFND   3,821 0 0
ALTERYX INC COM CL A 02156B103 5,879 82,190 SH   DFND 1, 2 82,190 0 0
AMAZON COM INC COM 023135106 4,906 1,505 SH   DFND   1,505 0 0
BATH & BODY WORKS INC COM 070830104 11,815 247,180 SH   DFND 1, 2 247,180 0 0
BILL COM HLDGS INC COM 090043100 9,629 42,459 SH   DFND 1, 2 42,459 0 0
BLOCK INC CL A 852234103 2,514 18,542 SH   DFND   18,542 0 0
CARVANA CO CL A 146869102 1,765 14,792 SH   DFND   14,792 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,366 39,167 SH   DFND 1, 2 39,167 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,151 2,624 SH   DFND   2,624 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 58,173 36,771 SH   DFND 1, 2 36,771 0 0
DOLLAR GEN CORP NEW COM 256677105 5,387 24,197 SH   DFND 1, 2 24,197 0 0
ETSY INC COM 29786A106 2,864 23,044 SH   DFND   23,044 0 0
ETSY INC COM 29786A106 29,153 234,574 SH   DFND 1, 2 234,574 0 0
EXPEDIA GROUP INC COM NEW 30212P303 46,893 239,654 SH   DFND 1, 2 239,654 0 0
FERRARI N V COM N3167Y103 3,173 14,548 SH   DFND   14,548 0 0
FERRARI N V COM N3167Y103 23,808 109,168 SH   DFND 1, 2 109,168 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 31,422 387,920 SH   DFND 1, 2 387,920 0 0
GLOBAL E ONLINE LTD SHS M5216V106 10,500 310,825 SH   DFND 1, 2 310,825 0 0
INTUIT COM 461202103 3,657 7,605 SH   DFND   7,605 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 34,946 297,062 SH   DFND 1, 2 297,062 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 3,596 30,568 SH   DFND   30,568 0 0
LULULEMON ATHLETICA INC COM 550021109 3,145 8,611 SH   DFND   8,611 0 0
MERCADOLIBRE INC COM 58733R102 1,989 1,672 SH   DFND   1,672 0 0
MICROSOFT CORP COM 594918104 5,876 19,060 SH   DFND   19,060 0 0
MICROSOFT CORP COM 594918104 24,098 78,161 SH   DFND 1, 2 78,161 0 0
NETFLIX INC COM 64110L106 3,011 8,037 SH   DFND   8,037 0 0
NEW YORK TIMES CO CL A 650111107 24,755 540,037 SH   DFND 1, 2 540,037 0 0
PAYPAL HLDGS INC COM 70450Y103 2,302 19,905 SH   DFND   19,905 0 0
PAYPAL HLDGS INC COM 70450Y103 8,185 70,774 SH   DFND 1, 2 70,774 0 0
PLANET FITNESS INC CL A 72703H101 18,570 219,812 SH   DFND 1, 2 219,812 0 0
RH COM 74967X103 1,582 4,851 SH   DFND   4,851 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 26,693 521,550 SH   DFND 1, 2 521,550 0 0
SERVICENOW INC COM 81762P102 24,624 44,217 SH   DFND 1, 2 44,217 0 0
SERVICENOW INC COM 81762P102 3,582 6,433 SH   DFND   6,433 0 0
SHOPIFY INC CL A 82509L107 2,262 3,347 SH   DFND   3,347 0 0
SNAP INC CL A 83304A106 3,936 109,361 SH   DFND   109,361 0 0
TESLA INC COM 88160R101 5,360 4,974 SH   DFND   4,974 0 0