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
2U INC COM 90214J101 2,529 35,700 SH   DFND 1 35,700 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,161 193,872 SH   DFND 1 193,872 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,245 48,300 SH   DFND 1 48,300 0 0
APPIAN CORP CL A 03782L101 2,262 65,700 SH   DFND 1 65,700 0 0
ARVINAS INC COM 04335A105 590 40,000 SH   DFND 1 40,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 977 8,300 SH   DFND 1 8,300 0 0
BROOKDALE SR LIVING INC COM 112463104 2,500 380,000 SH   DFND 1 380,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 3,725 267,800 SH   DFND 1 267,800 0 0
CARGURUS INC COM CL A 141788109 3,998 99,800 SH   DFND 1 99,800 0 0
CARVANA CO CL A 146869102 8,440 145,362 SH   DFND 1 145,362 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 2,256 352,000 SH   DFND 1 352,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,023 8,204 SH   DFND 1 8,204 0 0
FOX CORP CL A COM 35137L105 3,443 93,800 SH   DFND 1 93,800 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 1,817 50,902 SH   DFND 1 50,902 0 0
GTT COMMUNICATIONS INC COM 362393100 3,338 96,200 SH   DFND 1 96,200 0 0
KEZAR LIFE SCIENCES INC COM 49372L100 976 55,000 SH   DFND 1 55,000 0 0
MIMECAST LTD ORD SHS G14838109 2,770 58,500 SH   DFND 1 58,500 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 183 11,000 SH   DFND 1 11,000 0 0
MSG NETWORK INC CL A 553573106 2,393 110,000 SH   DFND 1 110,000 0 0
ORBCOMM INC COM 68555P100 2,075 306,000 SH   DFND 1 306,000 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 2,170 121,349 SH   DFND 1 121,349 0 0
PINDUODUO INC SPONSORED ADS 722304102 3,348 135,000 SH   DFND 1 135,000 0 0
POTBELLY CORP COM 73754Y100 1,021 120,000 SH   DFND 1 120,000 0 0
RH COM 74967X103 3,686 35,800 SH   DFND 1 35,800 0 0
ROAN RES INC CL A COM 769755109 1,680 275,000 SH   DFND 1 275,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 1,266 62,000 SH   DFND 1 62,000 0 0
STAMPS COM INC COM NEW 852857200 2,768 34,000 SH   DFND 1 34,000 0 0
STARS GROUP INC COM 85570W100 7,057 403,000 SH   DFND 1 403,000 0 0
SYNTHORX INC COM 87167A103 2,118 104,000 SH   DFND 1 104,000 0 0
UPWORK INC COM 91688F104 1,278 66,750 SH   DFND 1 66,750 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 5,914 152,228 SH   DFND 1 152,228 0 0
WORLD ACCEP CORP DEL COM 981419104 3,514 30,000 SH   DFND 1 30,000 0 0