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 |
| ADOBE INC | COM | 00724F101 | 481,343 | 1,742,418 | SH | DFND | 1 | 1,742,418 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 925,170 | 5,532,323 | SH | DFND | 1 | 5,532,323 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 969,077 | 794,977 | SH | DFND | 1 | 794,977 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 201,825 | 7,037,118 | SH | DFND | 1 | 7,037,118 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 264,518 | 152,380 | SH | DFND | 1 | 152,380 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 417,947 | 3,533,540 | SH | DFND | 1 | 3,533,540 | 0 | 0 | |
| ARAMARK | COM | 03852U106 | 27,676 | 635,058 | SH | DFND | 1 | 635,058 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 194,839 | 1,319,157 | SH | DFND | 1 | 1,319,157 | 0 | 0 | |
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 614,329 | 12,578,405 | SH | DFND | 1 | 12,578,405 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 782,085 | 3,515,622 | SH | DFND | 1 | 3,515,622 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,104,354 | 2,679,690 | SH | DFND | 1 | 2,679,690 | 0 | 0 | |
| D R HORTON INC | COM | 23331A109 | 494,031 | 9,372,630 | SH | DFND | 1 | 9,372,630 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 147,976 | 1,051,935 | SH | DFND | 1 | 1,051,935 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 347,699 | 1,952,490 | SH | DFND | 1 | 1,952,490 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 548,470 | 5,294,625 | SH | DFND | 1 | 5,294,625 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 89,075 | 1,350,023 | SH | DFND | 1 | 1,350,023 | 0 | 0 | |
| IQVIA HLDGS INC | COM | 46266C105 | 225,322 | 1,508,383 | SH | DFND | 1 | 1,508,383 | 0 | 0 | |
| KKR & CO INC | CL A | 48251W104 | 170,316 | 6,343,246 | SH | DFND | 1 | 6,343,246 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 475,556 | 1,734,973 | SH | DFND | 1 | 1,734,973 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 404,330 | 1,488,860 | SH | DFND | 1 | 1,488,860 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 782,731 | 5,629,941 | SH | DFND | 1 | 5,629,941 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 78,682 | 294,006 | SH | DFND | 1 | 294,006 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 469,744 | 1,917,481 | SH | DFND | 1 | 1,917,481 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 283,020 | 1,906,630 | SH | DFND | 1 | 1,906,630 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 122,607 | 893,313 | SH | DFND | 1 | 893,313 | 0 | 0 | |
| TENARIS S A | SPONSORED ADS | 88031M109 | 248,619 | 11,738,362 | SH | DFND | 1 | 11,738,362 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 91,855 | 315,359 | SH | DFND | 1 | 315,359 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 452,361 | 4,883,522 | SH | DFND | 1 | 4,883,522 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 397,893 | 764,194 | SH | DFND | 1 | 764,194 | 0 | 0 | |
| UNION PACIFIC CORP | COM | 907818108 | 1,111,788 | 6,863,737 | SH | DFND | 1 | 6,863,737 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 535,780 | 3,542,583 | SH | DFND | 1 | 3,542,583 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 93,765 | 1,317,856 | SH | DFND | 1 | 1,317,856 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 407,086 | 3,744,356 | SH | DFND | 1 | 3,744,356 | 0 | 0 | |