The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
FTS INTERNATIONAL INC COM 30283W104 5,105 432,977 SH   DFND 1,2,3,4,5 432,977 0 0
AMAZON COM INC COM 023135106 116,116 57,971 SH   DFND 1,2,3 57,971 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,828 90,000 SH   DFND 1,2,3 90,000 0 0
BANK AMER CORP COM 060505104 5,229 177,500 SH   DFND 1,2,3 177,500 0 0
BAIDU INC SPON ADR REP A 056752108 1,029 4,500 SH   DFND 1,2,3 4,500 0 0
BEST INC SPONSORED ADS 08653C106 807 136,350 SH   DFND 1,2,3 136,350 0 0
CITIGROUP INC COM NEW 172967424 4,914 68,500 SH   DFND 1,2,3 68,500 0 0
COMCAST CORP NEW CL A 20030N101 5,463 154,267 SH   DFND 1,2,3 154,267 0 0
CYRUSONE INC COM 23283R100 16,732 263,905 SH   DFND 1,2,3 263,905 0 0
SALESFORCE COM INC COM 79466L302 14,154 89,000 SH   DFND 1,2,3 89,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 13,389 119,824 SH   DFND 1,2,3 119,824 0 0
DOWDUPONT INC COM 26078J100 13,987 217,500 SH   DFND 1,2,3 217,500 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 26,052 352,000 SH   DFND 1,2,3 352,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 64,644 1,506,151 SH   DFND 1,2,3 1,506,151 0 0
FACEBOOK INC CL A 30303M102 13,839 84,151 SH   DFND 1,2,3 84,151 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 2,075 163,391 SH   DFND 1,2,3 163,391 0 0
ALPHABET INC CAP STK CL A 02079K305 22,090 18,300 SH   DFND 1,2,3 18,300 0 0
HONEYWELL INTL INC COM 438516106 3,927 23,601 SH   DFND 1,2,3 23,601 0 0
ISHARES TR IBOXX HI YD ETF 464288513 29,610 342,554 SH   DFND 1,2,3 342,554 0 0
ICICI BK LTD ADR 45104G104 9,175 1,080,708 SH   DFND 1,2,3 1,080,708 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 19,609 330,000 SH   DFND 1,2,3 330,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,434 87,300 SH   DFND 1,2,3 87,300 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 4,498 57,000 SH   DFND 1,2,3 57,000 0 0
MOODYS CORP COM 615369105 13,761 82,300 SH   DFND 1,2,3 82,300 0 0
MSCI INC COM 55354G100 15,985 90,100 SH   DFND 1,2,3 90,100 0 0
MICROSOFT CORP COM 594918104 19,752 172,700 SH   DFND 1,2,3 172,700 0 0
NEXTERA ENERGY INC COM 65339F101 10,473 62,486 SH   DFND 1,2,3 62,486 0 0
NETFLIX INC COM 64110L106 7,857 21,000 SH   DFND 1,2,3 21,000 0 0
SERVICENOW INC COM 81762P102 6,686 34,177 SH   DFND 1,2,3 34,177 0 0
NVIDIA CORP COM 67066G104 21,033 74,846 SH   DFND 1,2,3 74,846 0 0
PAYPAL HLDGS INC COM 70450Y103 4,386 49,927 SH   DFND 1,2,3 49,927 0 0
SCHLUMBERGER LTD COM 806857108 9,138 150,000 SH   DFND 1,2,3 150,000 0 0
S&P GLOBAL INC COM 78409V104 14,360 73,496 SH   DFND 1,2,3 73,496 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,707 64,351 SH   DFND 1,2,3 64,351 0 0
T MOBILE US INC COM 872590104 21,054 300,000 SH   DFND 1,2,3 300,000 0 0
VISA INC COM CL A 92826C839 15,384 102,500 SH   DFND 1,2,3 102,500 0 0
WEIBO CORP SPONSORED ADR 948596101 5,184 70,890 SH   DFND 1,2,3 70,890 0 0
WORLDPAY INC CL A 981558109 5,064 50,000 SH   DFND 1,2,3 50,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 13,252 306,129 SH   DFND 1,2,3 306,129 0 0
XPO LOGISTICS INC COM 983793100 14,446 126,528 SH   DFND 1,2,3 126,528 0 0
ZAYO GROUP HLDGS INC COM 98919V105 17,940 516,700 SH   DFND 1,2,3 516,700 0 0
ZUORA INC COM CL A 98983V106 5,208 225,353 SH   DFND 1,2,3 225,353 0 0