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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 2,925 | 46,200 | SH | DFND | 1 | 46,200 | 0 | 0 | |
| ALASKA AIR GROUP INC | COM | 011659109 | 1,323 | 18,000 | SH | DFND | 1 | 18,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,217 | 7,800 | SH | DFND | 1 | 7,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 22,832 | 21,820 | SH | DFND | 1 | 21,820 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 7,785 | 46,000 | SH | DFND | 1 | 46,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 13,521 | 264,500 | SH | DFND | 1 | 264,500 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 4,487 | 42,800 | SH | DFND | 1 | 42,800 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 12,357 | 48,100 | SH | DFND | 1 | 48,100 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 1,041 | 26,000 | SH | DFND | 1 | 26,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 3,548 | 33,000 | SH | DFND | 1 | 33,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 35,819 | 202,988 | SH | DFND | 1 | 202,988 | 0 | 0 | |
| FGL HLDGS | *W EXP 11/30/202 | G3402M110 | 2,026 | 1,307,032 | SH | DFND | 1 | 1,307,032 | 0 | 0 | |
| FGL HLDGS | ORD SHS | G3402M102 | 13,811 | 1,371,495 | SH | DFND | 1 | 1,371,495 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 1,003 | 8,200 | SH | DFND | 1 | 8,200 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 2,357 | 33,400 | SH | DFND | 1 | 33,400 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 1,093 | 32,000 | SH | DFND | 1 | 32,000 | 0 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 2,474 | 43,300 | SH | DFND | 1 | 43,300 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,688 | 114,000 | SH | DFND | 1 | 114,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 12,155 | 142,100 | SH | DFND | 1 | 142,100 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 1,269 | 4,600 | SH | DFND | 1 | 4,600 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 1,168 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 11,153 | 58,100 | SH | DFND | 1 | 58,100 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,292 | 15,810 | SH | DFND | 1 | 15,810 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 3,754 | 2,160 | SH | DFND | 1 | 2,160 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 11,418 | 111,690 | SH | DFND | 1 | 111,690 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 1,715 | 10,500 | SH | DFND | 1 | 10,500 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,207 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 576 | 5,700 | SH | DFND | 1 | 5,700 | 0 | 0 | |
| SNAP INC | CL A | 83304A106 | 7,546 | 516,500 | SH | DFND | 1 | 516,500 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 3,376 | 17,959 | SH | DFND | 1 | 17,959 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 5,335 | 84,000 | SH | DFND | 1 | 84,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL A | 904311107 | 779 | 54,000 | SH | DFND | 1 | 54,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 571 | 42,840 | SH | DFND | 1 | 42,840 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 5,870 | 34,000 | SH | DFND | 1 | 34,000 | 0 | 0 | |