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 | 4,248 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,467 | 180,000 | SH | DFND | 1 | 180,000 | 0 | 0 | |
| ALIGN TECHNOLOGY INC | COM | 016255101 | 5,419 | 19,800 | SH | DFND | 1 | 19,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,331 | 4,000 | SH | DFND | 1 | 4,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 19,964 | 18,470 | SH | DFND | 1 | 18,470 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 7,006 | 3,700 | SH | DFND | 1 | 3,700 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 5,499 | 19,487 | SH | DFND | 1 | 19,487 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 1,188 | 6,000 | SH | DFND | 1 | 6,000 | 0 | 0 | |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 14,463 | 336,500 | SH | DFND | 1 | 336,500 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 2,135 | 50,500 | SH | DFND | 1 | 50,500 | 0 | 0 | |
| DEXCOM INC | COM | 252131107 | 2,547 | 17,000 | SH | DFND | 1 | 17,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 4,152 | 41,000 | SH | DFND | 1 | 41,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 23,138 | 119,888 | SH | DFND | 1 | 119,888 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 1,936 | 8,900 | SH | DFND | 1 | 8,900 | 0 | 0 | |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 2,030 | 22,600 | SH | DFND | 1 | 22,600 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 18,138 | 135,400 | SH | DFND | 1 | 135,400 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 4,077 | 11,100 | SH | DFND | 1 | 11,100 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 5,255 | 32,000 | SH | DFND | 1 | 32,000 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,221 | 15,810 | SH | DFND | 1 | 15,810 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 8,619 | 75,300 | SH | DFND | 1 | 75,300 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 5,081 | 33,490 | SH | DFND | 1 | 33,490 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 2,698 | 12,000 | SH | DFND | 1 | 12,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 951 | 42,840 | SH | DFND | 1 | 42,840 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 19,035 | 78,010 | SH | DFND | 1 | 78,010 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 1,892 | 26,208 | SH | DFND | 1 | 26,208 | 0 | 0 | |