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 | 4,129 | 61,200 | SH | DFND | 1 | 61,200 | 0 | 0 | |
| ALASKA AIR GROUP INC | COM | 011659109 | 1,115 | 18,000 | SH | DFND | 1 | 18,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,090 | 7,800 | SH | DFND | 1 | 7,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,863 | 20,220 | SH | DFND | 1 | 20,220 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 7,718 | 46,000 | SH | DFND | 1 | 46,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 14,764 | 265,500 | SH | DFND | 1 | 265,500 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 5,588 | 44,500 | SH | DFND | 1 | 44,500 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 4,494 | 2,160 | SH | DFND | 1 | 2,160 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 11,170 | 47,400 | SH | DFND | 1 | 47,400 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 1,473 | 43,100 | SH | DFND | 1 | 43,100 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 3,315 | 33,000 | SH | DFND | 1 | 33,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 17,335 | 108,488 | SH | DFND | 1 | 108,488 | 0 | 0 | |
| FGL HLDGS | *W EXP 11/30/202 | G3402M110 | 2,379 | 1,307,032 | SH | DFND | 1 | 1,307,032 | 0 | 0 | |
| FGL HLDGS | ORD SHS | G3402M102 | 7,848 | 773,228 | SH | DFND | 1 | 773,228 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 1,282 | 8,200 | SH | DFND | 1 | 8,200 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 2,422 | 33,400 | SH | DFND | 1 | 33,400 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 987 | 32,000 | SH | DFND | 1 | 32,000 | 0 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 2,644 | 43,300 | SH | DFND | 1 | 43,300 | 0 | 0 | |
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 522 | 18,000 | SH | DFND | 1 | 18,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,252 | 119,900 | SH | DFND | 1 | 119,900 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 19,851 | 217,500 | SH | DFND | 1 | 217,500 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 1,068 | 4,600 | SH | DFND | 1 | 4,600 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 1,167 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 17,160 | 58,100 | SH | DFND | 1 | 58,100 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,870 | 15,810 | SH | DFND | 1 | 15,810 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 751 | 9,900 | SH | DFND | 1 | 9,900 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 14,955 | 128,590 | SH | DFND | 1 | 128,590 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 2,051 | 12,000 | SH | DFND | 1 | 12,000 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,227 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 897 | 7,200 | SH | DFND | 1 | 7,200 | 0 | 0 | |
| SNAP INC | CL A | 83304A106 | 11,760 | 741,000 | SH | DFND | 1 | 741,000 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 3,611 | 17,959 | SH | DFND | 1 | 17,959 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 5,127 | 84,000 | SH | DFND | 1 | 84,000 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 7,040 | 72,000 | SH | DFND | 1 | 72,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL A | 904311107 | 883 | 54,000 | SH | DFND | 1 | 54,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 615 | 42,840 | SH | DFND | 1 | 42,840 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 8,939 | 88,500 | SH | DFND | 1 | 88,500 | 0 | 0 | |