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 |
| APPLE INC | COM | 037833100 | 7,804 | 46,116 | SH | DFND | 1,2,3 | 46,116 | 0 | 0 | |
| ADIENT PLC | ORD SHS | G0084W101 | 5,322 | 67,629 | SH | DFND | 1,2,3 | 67,629 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 14,722 | 90,000 | SH | DFND | 1,2,3 | 90,000 | 0 | 0 | |
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 13,274 | 111,000 | SH | DFND | 1,2,3 | 111,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 45,420 | 888,500 | SH | DFND | 1,2,3 | 888,500 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 73,306 | 62,683 | SH | DFND | 1,2,3 | 62,683 | 0 | 0 | |
| ANDEAVOR | COM | 03349M105 | 7,700 | 67,342 | SH | DFND | 1,2,3 | 67,342 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 47,424 | 184,600 | SH | DFND | 1,2,3 | 184,600 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 29,987 | 173,910 | SH | DFND | 1,2,3 | 173,910 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 6,170 | 209,000 | SH | DFND | 1,2,3 | 209,000 | 0 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 15,498 | 264,152 | SH | DFND | 1,2,3 | 264,152 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 6,465 | 27,605 | SH | DFND | 1,2,3 | 27,605 | 0 | 0 | |
| BALL CORP | COM | 058498106 | 7,324 | 193,500 | SH | DFND | 1,2,3 | 193,500 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 14,092 | 126,316 | SH | DFND | 1,2,3 | 126,316 | 0 | 0 | |
| BAOZUN INC | SPONSORED ADR | 06684L103 | 1,106 | 35,060 | SH | DFND | 1,2,3 | 35,060 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 34,283 | 460,726 | SH | DFND | 1,2,3 | 460,726 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 31,663 | 303,398 | SH | DFND | 1,2,3 | 303,398 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 20,446 | 200,000 | SH | DFND | 1,2,3 | 200,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 10,221 | 95,250 | SH | DFND | 1,2,3 | 95,250 | 0 | 0 | |
| DOWDUPONT INC | COM | 26078J100 | 39,813 | 559,018 | SH | DFND | 1,2,3 | 559,018 | 0 | 0 | |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 38,665 | 411,329 | SH | DFND | 1,2,3 | 411,329 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 41,722 | 885,434 | SH | DFND | 1,2,3 | 885,434 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 44,883 | 254,351 | SH | DFND | 1,2,3 | 254,351 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 42,347 | 40,200 | SH | DFND | 1,2,3 | 40,200 | 0 | 0 | |
| GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 17,603 | 496,267 | SH | DFND | 1,2,3 | 496,267 | 0 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 16,797 | 519,868 | SH | DFND | 1,2,3 | 519,868 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,391 | 67,500 | SH | DFND | 1,2,3 | 67,500 | 0 | 0 | |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 29,613 | 339,367 | SH | DFND | 1,2,3 | 339,367 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 3,705 | 380,808 | SH | DFND | 1,2,3 | 380,808 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 5,902 | 142,500 | SH | DFND | 1,2,3 | 142,500 | 0 | 0 | |
| SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 12,559 | 265,300 | SH | DFND | 1,2,3 | 265,300 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 18,377 | 99,839 | SH | DFND | 1,2,3 | 99,839 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 18,163 | 120,000 | SH | DFND | 1,2,3 | 120,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 35,385 | 260,700 | SH | DFND | 1,2,3 | 260,700 | 0 | 0 | |
| MOMO INC | ADR | 60879B107 | 1,065 | 43,507 | SH | DFND | 1,2,3 | 43,507 | 0 | 0 | |
| MERCK & CO INC | COM | 58933Y105 | 15,193 | 270,000 | SH | DFND | 1,2,3 | 270,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 31,881 | 372,700 | SH | DFND | 1,2,3 | 372,700 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 317 | 1,651 | SH | DFND | 1,2,3 | 1,651 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 23,167 | 177,677 | SH | DFND | 1,2,3 | 177,677 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 6,943 | 20,120 | SH | DFND | 1,2,3 | 20,120 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 731 | 9,927 | SH | DFND | 1,2,3 | 9,927 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 16,876 | 328,516 | SH | DFND | 1,2,3 | 328,516 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 47,000 | 302,993 | SH | DFND | 1,2,3 | 302,993 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 1,513 | 15,085 | SH | DFND | 1,2,3 | 15,085 | 0 | 0 | |
| TAL ED GROUP | SPONSORED ADS | 874080104 | 16,612 | 559,144 | SH | DFND | 1,2,3 | 559,144 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 54,730 | 480,000 | SH | DFND | 1,2,3 | 480,000 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 4,763 | 406,400 | SH | DFND | 1,2,3 | 406,400 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 12,965 | 101,000 | SH | DFND | 1,2,3 | 101,000 | 0 | 0 | |
| VOYA FINL INC | COM | 929089100 | 5,442 | 110,000 | SH | DFND | 1,2,3 | 110,000 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 34,296 | 331,490 | SH | DFND | 1,2,3 | 331,490 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 11,163 | 184,000 | SH | DFND | 1,2,3 | 184,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 4,689 | 126,129 | SH | DFND | 1,2,3 | 126,129 | 0 | 0 | |
| ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 4,947 | 41,000 | SH | DFND | 1,2,3 | 41,000 | 0 | 0 | |