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 22,263 2,388,700 SH   DFND   2,388,700 0 0
ACTIVISION BLIZZARD INC COM 00507V109 25,735 337,200 SH   DFND   337,200 0 0
ADOBE SYS INC COM 00724F101 29,867 122,500 SH   DFND   122,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 149,222 804,300 SH   DFND   804,300 0 0
ALPHABET INC CAP STK CL A 02079K305 192,414 170,400 SH   DFND   170,400 0 0
AMAZON COM INC COM 023135106 263,899 155,253 SH   DFND   155,253 0 0
AUTODESK INC COM 052769106 33,336 254,300 SH   DFND   254,300 0 0
CENOVUS ENERGY INC COM 15135U109 10,238 986,300 SH   DFND   986,300 0 0
CLOVIS ONCOLOGY INC COM 189464100 21,917 482,000 SH   DFND   482,000 0 0
COUPA SOFTWARE INC COM 22266L106 10,263 164,900 SH   DFND   164,900 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 20,057 421,100 SH   DFND   421,100 0 0
DEVON ENERGY CORP NEW COM 25179M103 32,561 740,700 SH   DFND   740,700 0 0
ELECTRONIC ARTS INC COM 285512109 15,174 107,600 SH   DFND   107,600 0 0
FACEBOOK INC CL A 30303M102 178,386 918,000 SH   DFND   918,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 14,809 858,000 SH   DFND   858,000 0 0
GILEAD SCIENCES INC COM 375558103 85,383 1,205,300 SH   DFND   1,205,300 0 0
HOME DEPOT INC COM 437076102 24,680 126,500 SH   DFND   126,500 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 5,248 296,986 SH   DFND   296,986 0 0
ISHARES TR NASDAQ BIOTECH 464287556 20,339 183,900 SH   DFND   183,900 0 0
MARATHON PETE CORP COM 56585A102 34,827 496,400 SH   DFND   496,400 0 0
MERCADOLIBRE INC COM 58733R102 5,052 16,900 SH   DFND   16,900 0 0
MICROSOFT CORP COM 594918104 294,528 2,986,800 SH   DFND   2,986,800 0 0
NABORS INDUSTRIES LTD SHS G6359F103 7,538 1,176,000 SH   DFND   1,176,000 0 0
NETFLIX INC COM 64110L106 74,254 189,700 SH   DFND   189,700 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 5,966 215,000 SH   DFND   215,000 0 0
SALESFORCE COM INC COM 79466L302 232,603 1,705,300 SH   DFND   1,705,300 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 24,726 325,600 SH   DFND   325,600 0 0
SPLUNK INC COM 848637104 33,955 342,600 SH   DFND   342,600 0 0
SQUARE INC CL A 852234103 15,225 247,000 SH   DFND   247,000 0 0
STAMPS COM INC COM NEW 852857200 39,122 154,600 SH   DFND   154,600 0 0
TAL ED GROUP SPONSORED ADS 874080104 25,098 682,000 SH   DFND   682,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 44,139 1,680,200 SH   DFND   1,680,200 0 0
WORKDAY INC CL A 98138H101 78,789 650,500 SH   DFND   650,500 0 0