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 1,783 6,478 SH   DFND   6,478 0 0
AIRBNB INC COM CL A 009066101 1,461 13,905 SH   DFND   13,905 0 0
ALPHABET INC CAP STK CL A 02079K305 2,056 21,492 SH   DFND   21,492 0 0
ALTERYX INC COM CL A 02156B103 17,151 307,140 SH   DFND 1, 2 307,140 0 0
AMAZON COM INC COM 023135106 3,401 30,100 SH   DFND   30,100 0 0
BLOCK INC CL A 852234103 1,336 24,289 SH   DFND   24,289 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,943 2,624 SH   DFND   2,624 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 32,069 21,340 SH   DFND 1, 2 21,340 0 0
COUPA SOFTWARE INC COM 22266L106 16,469 280,092 SH   DFND 1, 2 280,092 0 0
DOLLAR GEN CORP NEW COM 256677105 21,428 89,334 SH   DFND 1, 2 89,334 0 0
ETSY INC COM 29786A106 17,205 171,829 SH   DFND 1, 2 171,829 0 0
ETSY INC COM 29786A106 2,307 23,044 SH   DFND   23,044 0 0
FERRARI N V COM N3167Y103 23,340 126,162 SH   DFND 1, 2 126,162 0 0
FERRARI N V COM N3167Y103 2,691 14,548 SH   DFND   14,548 0 0
INTUIT COM 461202103 2,946 7,605 SH   DFND   7,605 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,324 30,568 SH   DFND   30,568 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 17,745 233,361 SH   DFND 1, 2 233,361 0 0
LULULEMON ATHLETICA INC COM 550021109 1,601 5,726 SH   DFND   5,726 0 0
MERCADOLIBRE INC COM 58733R102 1,384 1,672 SH   DFND   1,672 0 0
MICROSOFT CORP COM 594918104 6,507 27,937 SH   DFND 1, 2 27,937 0 0
MICROSOFT CORP COM 594918104 3,923 16,842 SH   DFND   16,842 0 0
NEW RELIC INC COM 64829B100 10,646 185,538 SH   DFND 1, 2 185,538 0 0
PAYPAL HLDGS INC COM 70450Y103 1,969 22,871 SH   DFND   22,871 0 0
PLANET FITNESS INC CL A 72703H101 22,959 398,181 SH   DFND 1, 2 398,181 0 0
RH COM 74967X103 1,263 5,134 SH   DFND   5,134 0 0
SERVICENOW INC COM 81762P102 18,652 49,394 SH   DFND 1, 2 49,394 0 0
SERVICENOW INC COM 81762P102 2,851 7,551 SH   DFND   7,551 0 0
SHOPIFY INC CL A 82509L107 902 33,470 SH   DFND   33,470 0 0
SPLUNK INC COM 848637104 6,170 82,053 SH   DFND 1, 2 82,053 0 0
SPRINKLR INC CL A 85208T107 6,672 723,693 SH   DFND 1, 2 723,693 0 0
TESLA INC COM 88160R101 3,958 14,922 SH   DFND   14,922 0 0