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 |
| Alphabet Inc. | CAP STK CL A | 02079K305 | 25,519 | 32,800 | SH | DFND | 32,800 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 128,419 | 190,000 | SH | DFND | 190,000 | 0 | 0 | ||
| Chipotle Mex Grill Inc. | COM | 169656105 | 9,693 | 20,200 | SH | DFND | 20,200 | 0 | 0 | ||
| Ctrip.com Int'l Ltd. | AM DEP SHS | 22943F100 | 35,781 | 772,300 | SH | DFND | 772,300 | 0 | 0 | ||
| Facebook Inc. | CL A | 30303M102 | 264,842 | 2,530,494 | SH | DFND | 2,530,494 | 0 | 0 | ||
| HDFC Bank Ltd. | ADR REPS 3 SHS | 40415F101 | 30,252 | 491,100 | SH | DFND | 491,100 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 64,634 | 1,165,000 | SH | DFND | 1,165,000 | 0 | 0 | ||
| Northrop Grumman Corp | COM | 666807102 | 25,603 | 135,600 | SH | DFND | 135,600 | 0 | 0 | ||
| Pure Storage Inc. | CL A | 74624M102 | 24,912 | 1,600,000 | SH | DFND | 1,600,000 | 0 | 0 | ||
| Raytheon Co | COM | 755111507 | 52,029 | 417,800 | SH | DFND | 417,800 | 0 | 0 | ||
| SPDR Gold Trust | CALL | 78463V907 | 292,205 | 2,880,000 | SH | Call | DFND | 2,880,000 | 0 | 0 | |
| Syncrony Fin'l | COM | 87165B103 | 14,402 | 473,600 | SH | DFND | 473,600 | 0 | 0 | ||
| Tempur Sealy Int'l Inc. | COM | 88023U101 | 8,843 | 125,500 | SH | DFND | 125,500 | 0 | 0 | ||