The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 7,566 | 7,000 | SH | DFND | 7,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 7,575 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 4,773 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 263,393 | 9,977,024 | SH | DFND | 9,977,024 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 4,746 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
CONTAINER STORE GROUP INC | COM | 210751103 | 201,348 | 27,506,544 | SH | DFND | 27,506,544 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 2,858 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 8,378 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 11,580 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 6,698 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 3,322 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 103,134 | 1,428,445 | SH | DFND | 1,428,445 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 3,002 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 3,464 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 3,242 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 6,942 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 1,448 | 50,000 | SH | DFND | 50,000 | 0 | 0 |