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 | 506,438 | 1,591,371 | SH | DFND | 1 | 1,591,371 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 502,582 | 2,584,233 | SH | DFND | 1 | 2,584,233 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 486,201 | 418,126 | SH | DFND | 1 | 418,126 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 77,726 | 2,009,991 | SH | DFND | 1 | 2,009,991 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 840,908 | 431,297 | SH | DFND | 1 | 431,297 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 169,655 | 1,981,715 | SH | DFND | 1 | 1,981,715 | 0 | 0 | |
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 235,903 | 5,176,710 | SH | DFND | 1 | 5,176,710 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 702,349 | 3,198,454 | SH | DFND | 1 | 3,198,454 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 912,467 | 2,091,327 | SH | DFND | 1 | 2,091,327 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 125,596 | 2,981,856 | SH | DFND | 1 | 2,981,856 | 0 | 0 | |
| D R HORTON INC | COM | 23331A109 | 203,111 | 5,973,847 | SH | DFND | 1 | 5,973,847 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 412,514 | 2,473,105 | SH | DFND | 1 | 2,473,105 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 617,040 | 6,495,846 | SH | DFND | 1 | 6,495,846 | 0 | 0 | |
| KKR & CO INC | CL A | 48251W104 | 119,314 | 5,083,695 | SH | DFND | 1 | 5,083,695 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 88,641 | 7,667,887 | SH | DFND | 1 | 7,667,887 | 0 | 0 | |
| LINDE PLC | SHS | G5494J103 | 500,006 | 2,890,209 | SH | DFND | 1 | 2,890,209 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 177,556 | 735,038 | SH | DFND | 1 | 735,038 | 0 | 0 | |
| MATCH GROUP INC | COM | 57665R106 | 170,310 | 2,578,886 | SH | DFND | 1 | 2,578,886 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 636,373 | 4,035,081 | SH | DFND | 1 | 4,035,081 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 553,671 | 1,474,491 | SH | DFND | 1 | 1,474,491 | 0 | 0 | |
| PROGRESSIVE CORP OHIO | COM | 743315103 | 110,321 | 1,494,060 | SH | DFND | 1 | 1,494,060 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 123,776 | 505,106 | SH | DFND | 1 | 505,106 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 515,588 | 3,655,613 | SH | DFND | 1 | 3,655,613 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 450,890 | 1,808,044 | SH | DFND | 1 | 1,808,044 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 196,517 | 1,818,421 | SH | DFND | 1 | 1,818,421 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 239,397 | 7,030,735 | SH | DFND | 1 | 7,030,735 | 0 | 0 | |