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 |
| ALTERYX INC | COM CL A | 02156B103 | 4,773 | 47,700 | SH | DFND | 1 | 47,700 | 0 | 0 | |
| ANAPLAN INC | COM | 03272L108 | 5,727 | 109,300 | SH | DFND | 1 | 109,300 | 0 | 0 | |
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 3,490 | 412,000 | SH | DFND | 1 | 412,000 | 0 | 0 | |
| ASCENA RETAIL GROUP INC | COM NEW | 04351G200 | 161 | 21,000 | SH | DFND | 1 | 21,000 | 0 | 0 | |
| AT HOME GROUP INC | COM | 04650Y100 | 2,250 | 409,000 | SH | DFND | 1 | 409,000 | 0 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 3,110 | 88,400 | SH | DFND | 1 | 88,400 | 0 | 0 | |
| CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 3,172 | 449,947 | SH | DFND | 1 | 449,947 | 0 | 0 | |
| CHEWY INC | CL A | 16679L109 | 5,696 | 196,400 | SH | DFND | 1 | 196,400 | 0 | 0 | |
| CHILDRENS PL INC | COM | 168905107 | 1,769 | 28,300 | SH | DFND | 1 | 28,300 | 0 | 0 | |
| CRONOS GROUP INC | COM | 22717L101 | 4,172 | 544,000 | SH | DFND | 1 | 544,000 | 0 | 0 | |
| DOMO INC | COM CL B | 257554105 | 2,094 | 96,400 | SH | DFND | 1 | 96,400 | 0 | 0 | |
| ETSY INC | COM | 29786A106 | 3,150 | 71,100 | SH | DFND | 1 | 71,100 | 0 | 0 | |
| FARFETCH LTD | ORD SH CL A | 30744W107 | 2,174 | 210,000 | SH | DFND | 1 | 210,000 | 0 | 0 | |
| FASTLY INC | CL A | 31188V100 | 4,588 | 228,600 | SH | DFND | 1 | 228,600 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 4,047 | 14,067 | SH | DFND | 1 | 14,067 | 0 | 0 | |
| GTT COMMUNICATIONS INC | COM | 362393100 | 1,802 | 158,800 | SH | DFND | 1 | 158,800 | 0 | 0 | |
| LIVERAMP HOLDINGS INC | COM | 53815P108 | 3,543 | 73,700 | SH | DFND | 1 | 73,700 | 0 | 0 | |
| MACERICH CO | COM | 554382101 | 2,991 | 111,100 | SH | DFND | 1 | 111,100 | 0 | 0 | |
| MIMECAST LTD | ORD SHS | G14838109 | 5,206 | 120,000 | SH | DFND | 1 | 120,000 | 0 | 0 | |
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 143 | 11,000 | SH | DFND | 1 | 11,000 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 1,958 | 29,800 | SH | DFND | 1 | 29,800 | 0 | 0 | |
| ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 2,849 | 207,200 | SH | DFND | 1 | 207,200 | 0 | 0 | |
| PINDUODUO INC | SPONSORED ADS | 722304102 | 2,942 | 77,800 | SH | DFND | 1 | 77,800 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 4,436 | 238,000 | SH | DFND | 1 | 238,000 | 0 | 0 | |
| PLURALSIGHT INC. | COM CL A | 72941B106 | 3,674 | 213,500 | SH | DFND | 1 | 213,500 | 0 | 0 | |
| REVOLVE GROUP INC | CL A | 76156B107 | 2,166 | 118,000 | SH | DFND | 1 | 118,000 | 0 | 0 | |
| ROKU INC | COM CL A | 77543R102 | 1,125 | 8,400 | SH | DFND | 1 | 8,400 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 3,467 | 86,200 | SH | DFND | 1 | 86,200 | 0 | 0 | |
| SYNTHORX INC | COM | 87167A103 | 7,269 | 104,000 | SH | DFND | 1 | 104,000 | 0 | 0 | |
| TAUBMAN CTRS INC | COM | 876664103 | 4,847 | 155,900 | SH | DFND | 1 | 155,900 | 0 | 0 | |
| 2U INC | COM | 90214J101 | 4,800 | 200,100 | SH | DFND | 1 | 200,100 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 2,174 | 73,100 | SH | DFND | 1 | 73,100 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 4,175 | 46,200 | SH | DFND | 1 | 46,200 | 0 | 0 | |
| WORLD ACCEP CORP DEL | COM | 981419104 | 5,028 | 58,200 | SH | DFND | 1 | 58,200 | 0 | 0 | |
| X4 PHARMACEUTICALS INC | COM | 98420X103 | 1,030 | 96,222 | SH | DFND | 1 | 96,222 | 0 | 0 | |
| ZUORA INC | COM CL A | 98983V106 | 2,021 | 141,000 | SH | DFND | 1 | 141,000 | 0 | 0 | |