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
Abbott Labs COM 002824100 115,130 1,440,200 SH   DFND   1,440,200 0 0
Ac Immune Sa SHS H00263105 6,691 1,324,935 SH   DFND   1,324,935 0 0
Activision Blizzard Inc COM 00507V109 49,680 1,091,152 SH   DFND   1,091,152 0 0
Adobe Inc COM 00724F101 170,610 640,211 SH   DFND   640,211 0 0
Agilent Technologies Inc COM 00846U101 38,486 478,800 SH   DFND   478,800 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 169,457 928,785 SH   DFND   928,785 0 0
Alphabet Inc CAP STK CL A 02079K305 85,994 73,069 SH   DFND   73,069 0 0
Amazon Com Inc COM 023135106 202,498 113,715 SH   DFND   113,715 0 0
Analog Devices Inc COM 032654105 23,436 222,625 SH   DFND   222,625 0 0
Atlassian Corp Plc CL A G06242104 5,253 46,770 SH   DFND   46,770 0 0
Autodesk Inc COM 052769106 4,877 31,300 SH   DFND   31,300 0 0
Bottomline Tech Del Inc COM 101388106 511 10,200 SH   DFND   10,200 0 0
Cabot Oil & Gas Corp COM 127097103 10,323 395,500 SH   DFND   395,500 0 0
Canada Goose Holdings Inc SHS SUB VTG 135086106 459 9,550 SH   DFND   9,550 0 0
Carbon Black Inc COM 14081R103 1,472 105,525 SH   DFND   105,525 0 0
Cheniere Energy Inc COM NEW 16411R208 41,782 611,200 SH   DFND   611,200 0 0
Coupa Software Inc COM 22266L106 73,029 802,690 SH   DFND   802,690 0 0
Docusign Inc COM 256163106 17,180 331,410 SH   DFND   331,410 0 0
Eagle Materials Inc COM 26969P108 2,588 30,700 SH   DFND   30,700 0 0
Facebook Inc CL A 30303M102 10,279 61,665 SH   DFND   61,665 0 0
Fidelity Natl Information Sv COM 31620M106 44,091 389,845 SH   DFND   389,845 0 0
Fleetcor Technologies Inc COM 339041105 3,601 14,605 SH   DFND   14,605 0 0
General Electric Co COM 369604103 62,348 6,241,000 SH   DFND   6,241,000 0 0
Hologic Inc COM 436440101 16,296 336,700 SH   DFND   336,700 0 0
Home Depot Inc COM 437076102 74,319 387,300 SH   DFND   387,300 0 0
Ihs Markit Ltd SHS G47567105 13,296 244,500 SH   DFND   244,500 0 0
Illumina Inc COM 452327109 53,377 171,800 SH   DFND   171,800 0 0
Incyte Corp COM 45337C102 17,404 202,400 SH   DFND   202,400 0 0
Intuitive Surgical Inc COM NEW 46120E602 74,803 131,100 SH   DFND   131,100 0 0
Ishares Tr MSCI EMG MKT ETF 464287234 301,929 7,034,700 SH   DFND   7,034,700 0 0
Ishares Tr NASDAQ BIOTECH 464287556 88,456 791,200 SH   DFND   791,200 0 0
Marathon Pete Corp COM 56585A102 32,379 541,000 SH   DFND   541,000 0 0
Mastercard Inc CL A 57636Q104 56,108 238,300 SH   DFND   238,300 0 0
Mercadolibre Inc COM 58733R102 93,081 183,328 SH   DFND   183,328 0 0
Merck & Co Inc COM 58933Y105 22,148 266,300 SH   DFND   266,300 0 0
Micron Technology Inc COM 595112103 19,851 480,300 SH   DFND   480,300 0 0
Microsoft Corp COM 594918104 609,874 5,171,051 SH   DFND   5,171,051 0 0
Netflix Inc COM 64110L106 192,498 539,875 SH   DFND   539,875 0 0
New Fortress Energy Llc Cl A Shs Rp LLC 644393100 14,016 1,200,000 SH   DFND   1,200,000 0 0
Nokia Corp SPONSORED ADR 654902204 4,181 731,000 SH   DFND   731,000 0 0
Okta Inc CL A 679295105 2,135 25,807 SH   DFND   25,807 0 0
Paypal Hldgs Inc COM 70450Y103 83,876 807,745 SH   DFND   807,745 0 0
Post Hldgs Inc COM 737446104 22,318 204,000 SH   DFND   204,000 0 0
Qualcomm Inc COM 747525103 54,070 948,100 SH   DFND   948,100 0 0
Range Res Corp COM 75281A109 9,492 844,500 SH   DFND   844,500 0 0
Realpage Inc COM 75606N109 3,562 58,690 SH   DFND   58,690 0 0
Sailpoint Technlgies Hldgs I COM 78781P105 973 33,870 SH   DFND   33,870 0 0
Sea Ltd SPONSORED ADS 81141R100 499 21,200 SH   DFND   21,200 0 0
Servicenow Inc COM 81762P102 33,403 135,515 SH   DFND   135,515 0 0
Snap Inc CL A 83304A106 13,667 1,240,200 SH   DFND   1,240,200 0 0
Southwestern Energy Co COM 845467109 10,589 2,257,700 SH   DFND   2,257,700 0 0
Splunk Inc COM 848637104 14,398 115,500 SH   DFND   115,500 0 0
Spotify Technology S A SHS L8681T102 22,139 159,505 SH   DFND   159,505 0 0
Sprint Corporation COM 85207U105 8,758 1,550,000 SH   DFND   1,550,000 0 0
T Mobile Us Inc COM 872590104 132,377 1,915,725 SH   DFND   1,915,725 0 0
Tableau Software Inc CL A 87336U105 23,344 183,405 SH   DFND   183,405 0 0
Twilio Inc CL A 90138F102 4,067 31,480 SH   DFND   31,480 0 0
Visa Inc COM CL A 92826C839 54,807 350,900 SH   DFND   350,900 0 0
Workday Inc CL A 98138H101 101,169 524,600 SH   DFND   524,600 0 0
Worldpay Inc CL A 981558109 1,149 10,120 SH   DFND   10,120 0 0
Xilinx Inc COM 983919101 28,401 224,000 SH   DFND   224,000 0 0