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 INC COM 00724F101 1,615 3,397 SH   SOLE   3,397 0 0
ADOBE INC COM 00724F101 2,677 5,631 SH   DFND 1 0 0 5,631
ALPHABET INC CAP STK CL A 02079K305 1,625 788 SH   SOLE   788 0 0
ALPHABET INC CAP STK CL C 02079K107 1,618 782 SH   SOLE   782 0 0
ALPHABET INC CAP STK CL A 02079K305 2,801 1,358 SH   DFND 1 0 0 1,358
ALPHABET INC CAP STK CL C 02079K107 2,789 1,348 SH   DFND 1 0 0 1,348
AMAZON COM INC COM 023135106 3,388 1,095 SH   SOLE   1,095 0 0
AMAZON COM INC COM 023135106 5,279 1,706 SH   DFND 1 0 0 1,706
AMERICAN TOWER CORP NEW COM 03027X100 1,323 5,533 SH   SOLE   5,533 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,310 9,664 SH   DFND 1 0 0 9,664
APOLLO GLOBAL MGMT INC COM CL A 03768E105 1,648 35,051 SH   SOLE   35,051 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 2,841 60,429 SH   DFND 1 0 0 60,429
APPLE INC COM 037833100 2,908 23,809 SH   SOLE   23,809 0 0
APPLE INC COM 037833100 5,001 40,942 SH   DFND 1 0 0 40,942
AUTODESK INC COM 052769106 2,017 7,278 SH   SOLE   7,278 0 0
AUTODESK INC COM 052769106 3,348 12,081 SH   DFND 1 0 0 12,081
BLACKSTONE GROUP INC COM CL A 09260D107 3,694 49,569 SH   SOLE   49,569 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 6,369 85,450 SH   DFND 1 0 0 85,450
BOOKING HOLDINGS INC COM 09857L108 1,976 848 SH   SOLE   848 0 0
BOOKING HOLDINGS INC COM 09857L108 3,390 1,455 SH   DFND 1 0 0 1,455
DEXCOM INC COM 252131107 2,075 5,775 SH   SOLE   5,775 0 0
DEXCOM INC COM 252131107 3,554 9,890 SH   DFND 1 0 0 9,890
DISNEY WALT CO COM DISNEY 254687106 2,407 13,042 SH   SOLE   13,042 0 0
DISNEY WALT CO COM DISNEY 254687106 4,369 23,679 SH   DFND 1 0 0 23,679
EQUINIX INC COM PAR $0.001 29444U700 1,172 1,725 SH   SOLE   1,725 0 0
EQUINIX INC COM PAR $0.001 29444U700 1,987 2,924 SH   DFND 1 0 0 2,924
EXACT SCIENCES CORP COM 30063P105 2,024 15,362 SH   SOLE   15,362 0 0
EXACT SCIENCES CORP COM 30063P105 3,609 27,390 SH   DFND 1 0 0 27,390
FACEBOOK INC CL A 30303M102 2,087 7,087 SH   SOLE   7,087 0 0
FACEBOOK INC CL A 30303M102 3,593 12,200 SH   DFND 1 0 0 12,200
FARFETCH LTD ORD SH CL A 30744W107 955 18,012 SH   SOLE   18,012 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,646 31,054 SH   DFND 1 0 0 31,054
ILLUMINA INC COM 452327109 2,377 6,189 SH   SOLE   6,189 0 0
ILLUMINA INC COM 452327109 4,095 10,662 SH   DFND 1 0 0 10,662
INTUITIVE SURGICAL INC COM NEW 46120E602 1,853 2,507 SH   SOLE   2,507 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,116 4,217 SH   DFND 1 0 0 4,217
IQVIA HLDGS INC COM 46266C105 1,795 9,292 SH   SOLE   9,292 0 0
IQVIA HLDGS INC COM 46266C105 3,052 15,804 SH   DFND 1 0 0 15,804
KKR & CO INC COM 48251W104 2,568 52,567 SH   SOLE   52,567 0 0
KKR & CO INC COM 48251W104 4,427 90,625 SH   DFND 1 0 0 90,625
MASTERCARD INCORPORATED CL A 57636Q104 2,076 5,831 SH   SOLE   5,831 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,552 9,976 SH   DFND 1 0 0 9,976
MICROSOFT CORP COM 594918104 3,329 14,118 SH   SOLE   14,118 0 0
MICROSOFT CORP COM 594918104 5,737 24,335 SH   DFND 1 0 0 24,335
NIKE INC CL B 654106103 1,967 14,802 SH   SOLE   14,802 0 0
NIKE INC CL B 654106103 3,323 25,008 SH   DFND 1 0 0 25,008
PAYPAL HLDGS INC COM 70450Y103 2,100 8,648 SH   SOLE   8,648 0 0
PAYPAL HLDGS INC COM 70450Y103 3,614 14,884 SH   DFND 1 0 0 14,884
PINTEREST INC CL A 72352L106 3,118 42,112 SH   SOLE   42,112 0 0
PINTEREST INC CL A 72352L106 5,270 71,186 SH   DFND 1 0 0 71,186
RINGCENTRAL INC CL A 76680R206 1,503 5,044 SH   SOLE   5,044 0 0
RINGCENTRAL INC CL A 76680R206 2,606 8,747 SH   DFND 1 0 0 8,747
SCHWAB CHARLES CORP COM 808513105 2,434 37,337 SH   SOLE   37,337 0 0
SCHWAB CHARLES CORP COM 808513105 4,177 64,080 SH   DFND 1 0 0 64,080
SERVICENOW INC COM 81762P102 1,807 3,614 SH   SOLE   3,614 0 0
SERVICENOW INC COM 81762P102 3,059 6,117 SH   DFND 1 0 0 6,117
SHOPIFY INC CL A 82509L107 2,295 2,074 SH   SOLE   2,074 0 0
SHOPIFY INC CL A 82509L107 4,121 3,724 SH   DFND 1 0 0 3,724
SNAP INC CL A 83304A106 2,920 55,833 SH   SOLE   55,833 0 0
SNAP INC CL A 83304A106 5,033 96,256 SH   DFND 1 0 0 96,256
SNOWFLAKE INC CL A 833445109 1,317 5,743 SH   SOLE   5,743 0 0
SNOWFLAKE INC CL A 833445109 2,267 9,887 SH   DFND 1 0 0 9,887
SQUARE INC CL A 852234103 1,997 8,796 SH   SOLE   8,796 0 0
SQUARE INC CL A 852234103 3,443 15,163 SH   DFND 1 0 0 15,163
TWILIO INC CL A 90138F102 2,066 6,063 SH   SOLE   6,063 0 0
TWILIO INC CL A 90138F102 3,594 10,547 SH   DFND 1 0 0 10,547
TWITTER INC COM 90184L102 2,117 33,267 SH   SOLE   33,267 0 0
TWITTER INC COM 90184L102 3,643 57,260 SH   DFND 1 0 0 57,260
UBER TECHNOLOGIES INC COM 90353T100 2,033 37,302 SH   SOLE   37,302 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,506 64,311 SH   DFND 1 0 0 64,311
UNITEDHEALTH GROUP INC COM 91324P102 1,992 5,355 SH   SOLE   5,355 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,435 9,231 SH   DFND 1 0 0 9,231
VISA INC COM CL A 92826C839 1,913 9,033 SH   SOLE   9,033 0 0
VISA INC COM CL A 92826C839 3,271 15,450 SH   DFND 1 0 0 15,450
ZILLOW GROUP INC CL A 98954M101 1,412 10,745 SH   SOLE   10,745 0 0
ZILLOW GROUP INC CL A 98954M101 2,429 18,491 SH   DFND 1 0 0 18,491
ZOETIS INC CL A 98978V103 2,623 16,653 SH   SOLE   16,653 0 0
ZOETIS INC CL A 98978V103 4,564 28,983 SH   DFND 1 0 0 28,983