The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Ac Immune Sa SHS H00263105 21,021 2,388,700 SH   DFND   2,388,700 0 0
Activision Blizzard Inc COM 00507V109 41,111 714,100 SH   DFND   714,100 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 100,067 710,200 SH   DFND   710,200 0 0
Alphabet Inc CAP STK CL A 02079K305 162,369 174,650 SH   DFND   174,650 0 0
Amazon Com Inc COM 023135106 116,163 120,003 SH   DFND   120,003 0 0
American Airls Group Inc COM 02376R102 20,128 400,000 SH   DFND   400,000 0 0
Autodesk Inc COM 052769106 35,065 347,800 SH   DFND   347,800 0 0
Comcast Corp New CL A 20030N101 76,610 1,968,400 SH   DFND   1,968,400 0 0
Crown Castle Intl Corp New COM 22822V101 14,827 148,000 SH   DFND   148,000 0 0
Ctrip Com Intl Ltd AMERICAN DEP SHS 22943F100 76,061 1,412,200 SH   DFND   1,412,200 0 0
Delta Air Lines Inc Del COM NEW 247361702 21,012 391,000 SH   DFND   391,000 0 0
Electronic Arts Inc COM 285512109 75,474 713,900 SH   DFND   713,900 0 0
Expedia Inc Del COM NEW 30212P303 48,243 323,884 SH   DFND   323,884 0 0
Facebook Inc CL A 30303M102 163,602 1,083,600 SH   DFND   1,083,600 0 0
Hdfc Bank Ltd ADR REPS 3 SHS 40415F101 11,150 128,200 SH   DFND   128,200 0 0
Ishares Tr NASDQ BIOTEC ETF 464287556 25,563 82,400 SH   DFND   82,400 0 0
Jd Com Inc SPON ADR CL A 47215P106 53,292 1,358,800 SH   DFND   1,358,800 0 0
Las Vegas Sands Corp COM 517834107 39,260 614,500 SH   DFND   614,500 0 0
Mastercard Incorporated CL A 57636Q104 20,064 165,200 SH   DFND   165,200 0 0
Merck & Co Inc COM 58933Y105 48,420 755,500 SH   DFND   755,500 0 0
Microsoft Corp COM 594918104 181,431 2,632,100 SH   DFND   2,632,100 0 0
Nektar Therapeutics COM 640268108 22,797 1,166,100 SH   DFND   1,166,100 0 0
Netease Inc SPONSORED ADR 64110W102 25,764 85,700 SH   DFND   85,700 0 0
Paypal Hldgs Inc COM 70450Y103 49,655 925,200 SH   DFND   925,200 0 0
Potash Corp Sask Inc COM 73755L107 34,124 2,093,500 SH   DFND   2,093,500 0 0
Priceline Grp Inc COM NEW 741503403 117,712 62,930 SH   DFND   62,930 0 0
Ptc Inc COM 69370C100 24,782 449,600 SH   DFND   449,600 0 0
Salesforce Com Inc COM 79466L302 93,667 1,081,600 SH   DFND   1,081,600 0 0
Sba Communications Corp New CL A 78410G104 15,109 112,000 SH   DFND   112,000 0 0
Servicenow Inc COM 81762P102 45,368 428,000 SH   DFND   428,000 0 0
United Contl Hldgs Inc COM 910047109 18,323 243,500 SH   DFND   243,500 0 0
Visa Inc COM CL A 92826C839 20,294 216,400 SH   DFND   216,400 0 0
Workday Inc CL A 98138H101 24,279 250,300 SH   DFND   250,300 0 0
Yum China Hldgs Inc COM 98850P109 23,548 597,200 SH   DFND   597,200 0 0