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
AUTODESK COM 052769106 70,859 306,737 SH   DFND   306,737 0 0
CHARLES SCHWAB COM 808513105 46,193 1,275,000 SH   DFND   1,275,000 0 0
CERIDIAN COM 15677J108 36,384 440,218 SH   DFND   440,218 0 0
CHENIERE ENERGY INC COM 16411R208 107,645 2,326,453 SH   DFND   2,326,453 0 0
DUPONT COM 26614N102 76,367 1,376,475 SH   DFND   1,376,475 0 0
ENVESTNET INC COM 29404K106 116,793 1,513,643 SH   DFND   1,513,643 0 0
FIVE BELOW COM 33829M101 37,192 292,847 SH   DFND   292,847 0 0
INTUIT COM 461202103 19,573 60,000 SH   DFND   60,000 0 0
JFROG COM 001168418 26,665 315,000 SH   DFND   315,000 0 0
NCS MULTISTAGE COM 628877102 17,564 29,568,536 SH   SOLE   29,568,536 0 0
RAYMOND JAMES COM 754730109 32,474 446,322 SH   DFND   446,322 0 0
SERVICENOW INC COM 81762P102 104,760 216,000 SH   DFND   216,000 0 0
SYNEOS HEALTH INC. COM 87166B102 991,276 18,647,036 SH   SOLE   18,647,036 0 0
TRANSDIGM GROUP INC. COM 893641100 65,688 138,256 SH   DFND   138,256 0 0
VERTEX COM 92538J106 9,534 414,521 SH   DFND   414,521 0 0
XP INC COM G98239109 26,709 640,659 SH   DFND   640,659 0 0
ZOOMINFO COM 98980F104 9,361 217,737 SH   DFND   217,737 0 0