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 |
CROWN CASTLE INTL CORP | COMMON | 228227104 | 47,047 | 640,712 | SH | DFND | 1,2 | 640,712 | 0 | 0 | |
DOLLAR GEN CORP NEW | COMMON | 256677105 | 87,920 | 1,457,556 | SH | DFND | 1,2 | 1,457,556 | 0 | 0 | |
EQUINIX INC | COMMON NEW | 29444U502 | 78,261 | 441,029 | SH | DFND | 1,2 | 441,029 | 0 | 0 | |
LPL FINL HLDGS INC | COMMON | 50212V100 | 141,681 | 3,012,575 | SH | DFND | 1,2 | 3,012,575 | 0 | 0 | |
MATTRESS FIRM HLDG CORP | COMMON | 57722W106 | 118,284 | 2,748,225 | SH | DFND | 1,2 | 2,748,225 | 0 | 0 | |
MOTOROLA SOLUTIONS INC | COMMON NEW | 620076307 | 93,949 | 1,391,836 | SH | DFND | 1,2 | 1,391,836 | 0 | 0 | |
MSCI INC | COMMON | 55354G100 | 111,435 | 2,548,841 | SH | DFND | 1,2 | 2,548,841 | 0 | 0 | |
REALPAGE INC | COMMON | 75606N109 | 50,493 | 2,159,661 | SH | DFND | 1,2 | 2,159,661 | 0 | 0 | |
SBA COMMUNICATIONS CORP | COMMON | 78388J106 | 53,664 | 597,329 | SH | DFND | 1,2 | 597,329 | 0 | 0 | |
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 106,973 | 2,759,168 | SH | DFND | 1,2 | 2,759,168 | 0 | 0 | |
TIME WARNER CABLE INC | COMMON | 88732J207 | 91,656 | 676,430 | SH | DFND | 1,2 | 676,430 | 0 | 0 | |
TRANSDIGM GROUP INC | COMMON | 893641100 | 168,303 | 1,045,233 | SH | DFND | 1,2 | 1,045,233 | 0 | 0 | |
VISA INC | COMMON CLASS A | 92826C839 | 107,677 | 483,549 | SH | DFND | 1,2 | 483,549 | 0 | 0 | |
WABCO HLDGS INC | COMMON | 92927K102 | 86,697 | 928,132 | SH | DFND | 1,2 | 928,132 | 0 | 0 | |
XYLEM INC | COMMON | 98419M100 | 57,937 | 1,674,470 | SH | DFND | 1,2 | 1,674,470 | 0 | 0 |