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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 70,613 | 34,135 | SH | DFND | 1 | 34,135 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 130,786 | 4,020,478 | SH | DFND | 1 | 4,020,478 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 140,678 | 60,381 | SH | DFND | 1 | 60,381 | 0 | 0 | |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 81,801 | 935,400 | SH | DFND | 1 | 935,400 | 0 | 0 | |
| COUPANG INC | CL A | 22266T109 | 78,401 | 1,588,671 | SH | DFND | 1 | 1,588,671 | 0 | 0 | |
| DESKTOP METAL INC | COM CL A | 25058X105 | 37,658 | 2,527,364 | SH | DFND | 1 | 2,527,364 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | 107,108 | 963,205 | SH | DFND | 1 | 963,205 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 63,353 | 215,100 | SH | DFND | 1 | 215,100 | 0 | 0 | |
| FARFETCH LTD | ORD SH CL A | 30744W107 | 166,999 | 3,149,733 | SH | DFND | 1 | 3,149,733 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 67,099 | 554,900 | SH | DFND | 1 | 554,900 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 147,745 | 997,538 | SH | DFND | 1 | 997,538 | 0 | 0 | |
| OSCAR HEALTH INC | CL A | 687793109 | 30,912 | 1,150,000 | SH | DFND | 1 | 1,150,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 99,533 | 1,344,500 | SH | DFND | 1 | 1,344,500 | 0 | 0 | |
| QUALTRICS INTL INC | COM CL A | 747601201 | 21,392 | 650,000 | SH | DFND | 1 | 650,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 31,244 | 28,237 | SH | DFND | 1 | 28,237 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 61,847 | 1,330,900 | SH | DFND | 1 | 1,330,900 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 36,131 | 157,583 | SH | DFND | 1 | 157,583 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 95,125 | 161,800 | SH | DFND | 1 | 161,800 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 84,850 | 1,556,600 | SH | DFND | 1 | 1,556,600 | 0 | 0 | |
| WABTEC | COM | 929740108 | 208,374 | 2,632,316 | SH | DFND | 1 | 2,632,316 | 0 | 0 | |