The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 22,983 | 139,495 | SH | DFND | 1 | 139,495 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,842 | 65,804 | SH | DFND | 2 | 65,804 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 31,518 | 201,894 | SH | DFND | 1 | 201,894 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 14,676 | 94,011 | SH | DFND | 2 | 94,011 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 13,657 | 55,351 | SH | DFND | 1 | 55,351 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 4,811 | 19,498 | SH | DFND | 2 | 19,498 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 23,234 | 245,160 | SH | DFND | 1 | 245,160 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 8,707 | 91,873 | SH | DFND | 2 | 91,873 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 10,321 | 62,759 | SH | DFND | 2 | 62,759 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 22,354 | 135,921 | SH | DFND | 1 | 135,921 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 16,165 | 460,152 | SH | DFND | 1 | 460,152 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 7,860 | 223,746 | SH | DFND | 2 | 223,746 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,151 | 357,077 | SH | DFND | 1 | 357,077 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,008 | 177,059 | SH | DFND | 2 | 177,059 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 11,403 | 412,102 | SH | DFND | 2 | 412,102 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 23,861 | 862,324 | SH | DFND | 1 | 862,324 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 27,709 | 315,454 | SH | DFND | 1 | 315,454 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 13,973 | 159,070 | SH | DFND | 2 | 159,070 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 9,131 | 40,365 | SH | DFND | 2 | 40,365 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 19,093 | 84,406 | SH | DFND | 1 | 84,406 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 14,522 | 206,930 | SH | DFND | 2 | 206,930 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 30,691 | 437,323 | SH | DFND | 1 | 437,323 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 17,941 | 516,738 | SH | DFND | 1 | 516,738 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 6,641 | 191,265 | SH | DFND | 2 | 191,265 | 0 | 0 | |