The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 Sys Inc | COM | 00724F101 | 30,947 | 176,600 | SH | DFND | 1 | 176,600 | 0 | 0 | |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 44,315 | 257,000 | SH | DFND | 1 | 257,000 | 0 | 0 | |
| Amazon Com Inc | COM | 023135106 | 32,745 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| Amerco | COM | 023586100 | 47,617 | 126,000 | SH | DFND | 1 | 126,000 | 0 | 0 | |
| Arris Intl Inc | SHS | G0551A103 | 43,981 | 1,712,000 | SH | DFND | 1 | 1,712,000 | 0 | 0 | |
| Cintas Corp | COM | 172908105 | 27,642 | 177,385 | SH | DFND | 1 | 177,385 | 0 | 0 | |
| Cognizant Technology Solutions | CL A | 192446102 | 38,067 | 536,000 | SH | DFND | 1 | 536,000 | 0 | 0 | |
| Constellation Brands Inc | CL A | 21036P108 | 51,657 | 226,000 | SH | DFND | 1 | 226,000 | 0 | 0 | |
| Equifax Inc | COM | 294429105 | 28,890 | 245,000 | SH | Call | DFND | 1 | 245,000 | 0 | 0 |
| Equifax Inc | COM | 294429105 | 69,809 | 592,000 | SH | DFND | 1 | 592,000 | 0 | 0 | |
| Facebook Inc | CL A | 30303M102 | 49,232 | 279,000 | SH | DFND | 1 | 279,000 | 0 | 0 | |
| IHS Markit Ltd | SHS | G47567105 | 44,924 | 995,000 | SH | DFND | 1 | 995,000 | 0 | 0 | |
| Inc Resh Hldgs Inc | CL A | 45329R109 | 49,835 | 1,143,000 | SH | DFND | 1 | 1,143,000 | 0 | 0 | |
| Intercontinental Exchange Inc | COM | 45866F104 | 45,582 | 646,000 | SH | DFND | 1 | 646,000 | 0 | 0 | |
| Jones Lang Lasalle Inc | COM | 48020Q107 | 29,492 | 198,029 | SH | DFND | 1 | 198,029 | 0 | 0 | |
| Liberty Media Corp Delaware | COM SER C FRMLA | 531229854 | 80,037 | 2,343,000 | SH | DFND | 1 | 2,343,000 | 0 | 0 | |
| Live Nation Entertainment Inc | COM | 538034109 | 30,438 | 715,000 | SH | DFND | 1 | 715,000 | 0 | 0 | |
| Middleby Corp | COM | 596278101 | 30,904 | 229,000 | SH | DFND | 1 | 229,000 | 0 | 0 | |
| Priceline Grp Inc | COM NEW | 741503403 | 74,723 | 43,000 | SH | DFND | 1 | 43,000 | 0 | 0 | |
| Santander Consumer Usa Hdg I | COM | 80283M101 | 33,311 | 1,789,000 | SH | DFND | 1 | 1,789,000 | 0 | 0 | |
| Ss&C Technologies Hldgs Inc | COM | 78467J100 | 90,797 | 2,243,000 | SH | DFND | 1 | 2,243,000 | 0 | 0 | |
| Travelport Worldwide Ltd | SHS | G9019D104 | 27,983 | 2,141,007 | SH | DFND | 1 | 2,141,007 | 0 | 0 | |