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
2U Inc COM 90214J101 9,438 444,748 SH   DFND   444,748 0 0
Abbott Labs COM 002824100 62,441 791,300 SH   DFND   791,300 0 0
Activision Blizzard Inc COM 00507V109 92,813 1,560,400 SH   DFND   1,560,400 0 0
Adobe Inc COM 00724F101 19,072 59,930 SH   DFND   59,930 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 80,146 412,105 SH   DFND   412,105 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 40,102 368,419 SH   DFND   368,419 0 0
Alphabet Inc CAP STK CL A 02079K305 162,338 139,712 SH   DFND   139,712 0 0
Amazon Com Inc COM 023135106 352,312 180,699 SH   DFND   180,699 0 0
Anaplan Inc COM 03272L108 5,167 170,763 SH   DFND   170,763 0 0
Barrick Gold Corporation COM 067901108 78,256 4,271,600 SH   DFND   4,271,600 0 0
Coupa Software Inc COM 22266L106 13,135 94,000 SH   DFND   94,000 0 0
Crowdstrike Hldgs Inc CL A 22788C105 8,855 159,040 SH   DFND   159,040 0 0
Datadog Inc CL A COM 23804L103 929 25,810 SH   DFND   25,810 0 0
Dish Network Corporation CL A 25470M109 19,312 966,100 SH   DFND   966,100 0 0
Disney Walt Co COM DISNEY 254687106 2,888 29,900 SH Call DFND   29,900 0 0
Facebook Inc CL A 30303M102 207,458 1,243,752 SH   DFND   1,243,752 0 0
Fastly Inc CL A 31188V100 2,202 116,036 SH   DFND   116,036 0 0
Fidelity Natl Information Sv COM 31620M106 42,001 345,288 SH   DFND   345,288 0 0
Flex Ltd ORD Y2573F102 3,842 458,790 SH   DFND   458,790 0 0
Freeport-Mcmoran Inc CL B 35671D857 9,394 1,391,700 SH   DFND   1,391,700 0 0
General Electric Co COM 369604103 63,249 7,965,928 SH   DFND   7,965,928 0 0
General Electric Co COM 369604103 3,340 420,700 SH Call DFND   420,700 0 0
Home Depot Inc COM 437076102 57,712 309,100 SH   DFND   309,100 0 0
Intelsat S A COM L5140P101 38 25,000 SH   DFND   25,000 0 0
Iqvia Hldgs Inc COM 46266C105 32,666 302,855 SH   DFND   302,855 0 0
Ishares Tr MSCI INDIA ETF 46429B598 18,093 750,450 SH   DFND   750,450 0 0
Jd Com Inc SPON ADR CL A 47215P106 23,486 579,894 SH   DFND   579,894 0 0
Las Vegas Sands Corp COM 517834107 7,482 176,168 SH   DFND   176,168 0 0
Luckin Coffee Inc SPONSORED ADS 54951L109 578 21,276 SH   DFND   21,276 0 0
Microsoft Corp COM 594918104 174,243 1,104,832 SH   DFND   1,104,832 0 0
Netflix Inc COM 64110L106 317,917 846,651 SH   DFND   846,651 0 0
New Oriental Ed & Tech Grp I SPON ADR 647581107 8,684 80,230 SH   DFND   80,230 0 0
Nextcure Inc COM 65343E108 5,244 141,459 SH   DFND   141,459 0 0
Paypal Hldgs Inc COM 70450Y103 89,153 931,198 SH   DFND   931,198 0 0
Qualcomm Inc COM 747525103 31,941 472,150 SH   DFND   472,150 0 0
Reata Pharmaceuticals Inc CL A 75615P103 76,771 531,878 SH   DFND   531,878 0 0
Sea Ltd SPONSORED ADS 81141R100 52,017 1,173,938 SH   DFND   1,173,938 0 0
Servicenow Inc COM 81762P102 31,532 110,030 SH   DFND   110,030 0 0
Sony Corp SPONSORED ADR 835699307 8,664 146,400 SH   DFND   146,400 0 0
Tal Education Group SPONSORED ADS 874080104 16,633 312,300 SH   DFND   312,300 0 0
Tencent Music Entmt Group SPON ADS 88034P109 2,151 213,775 SH   DFND   213,775 0 0
Tricida Inc COM 89610F101 15,144 688,344 SH   DFND   688,344 0 0
Twilio Inc CL A 90138F102 2,377 26,558 SH   DFND   26,558 0 0
Uber Technologies Inc COM 90353T100 11 400 SH Call DFND   400 0 0
Workday Inc CL A 98138H101 214,760 1,649,211 SH   DFND   1,649,211 0 0
Xp Inc CL A G98239109 965 50,000 SH   DFND   50,000 0 0