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
AMAZON COM INC COM 023135106 46,930 25,397 SH   DFND 1,2,3 25,397 0 0
AIR PRODS & CHEMS INC COM 009158106 5,076 21,600 SH   DFND 1,2,3 21,600 0 0
ATMOS ENERGY CORP COM 049560105 12,416 111,000 SH   DFND 1,2,3 111,000 0 0
BROADCOM INC COM 11135F101 28,698 90,810 SH   DFND 1,2,3 90,810 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,725 93,000 SH   DFND 1,2,3 93,000 0 0
BANK AMER CORP COM 060505104 30,881 876,800 SH   DFND 1,2,3 876,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,945 352,600 SH   DFND 1,2,3 352,600 0 0
BURLINGTON STORES INC COM 122017106 15,000 65,780 SH   DFND 1,2,3 65,780 0 0
CIGNA CORP NEW COM 125523100 20,821 101,820 SH   DFND 1,2,3 101,820 0 0
CYRUSONE INC COM 23283R100 6,543 100,000 SH   DFND 1,2,3 100,000 0 0
SALESFORCE COM INC COM 79466L302 8,975 55,184 SH   DFND 1,2,3 55,184 0 0
DANAHER CORPORATION COM 235851102 5,034 32,800 SH   DFND 1,2,3 32,800 0 0
DOW INC COM 260557103 1,013 18,500 SH   DFND 1,2,3 18,500 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 11,976 98,770 SH   DFND 1,2,3 98,770 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 7,789 173,600 SH   DFND 1,2,3 173,600 0 0
LAUDER ESTEE COS INC CL A 518439104 10,410 50,400 SH   DFND 1,2,3 50,400 0 0
FACEBOOK INC CL A 30303M102 27,534 134,151 SH   DFND 1,2,3 134,151 0 0
FEDEX CORP COM 31428X106 6,804 45,000 SH   DFND 1,2,3 45,000 0 0
FISERV INC COM 337738108 8,027 69,421 SH   DFND 1,2,3 69,421 0 0
ALPHABET INC CAP STK CL A 02079K305 24,511 18,300 SH   DFND 1,2,3 18,300 0 0
GLOBAL PMTS INC COM 37940X102 12,779 70,000 SH   DFND 1,2,3 70,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,263 74,500 SH   DFND 1,2,3 74,500 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 5,416 135,170 SH   DFND 1,2,3 135,170 0 0
HUMANA INC COM 444859102 9,530 26,000 SH   DFND 1,2,3 26,000 0 0
HUNTSMAN CORP COM 447011107 483 20,000 SH   DFND 1,2,3 20,000 0 0
ICICI BK LTD ADR 45104G104 10,865 720,000 SH   DFND 1,2,3 720,000 0 0
JD COM INC SPON ADR CL A 47215P106 10,540 299,180 SH   DFND 1,2,3 299,180 0 0
JPMORGAN CHASE & CO COM 46625H100 26,593 190,770 SH   DFND 1,2,3 190,770 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 9,903 170,000 SH   DFND 1,2,3 170,000 0 0
MEDTRONIC PLC SHS G5960L103 21,102 186,000 SH   DFND 1,2,3 186,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 11,102 39,700 SH   DFND 1,2,3 39,700 0 0
MICROSOFT CORP COM 594918104 28,023 177,700 SH   DFND 1,2,3 177,700 0 0
MICRON TECHNOLOGY INC COM 595112103 5,378 100,000 SH   DFND 1,2,3 100,000 0 0
NETFLIX INC COM 64110L106 15,143 46,800 SH   DFND 1,2,3 46,800 0 0
NIKE INC CL B 654106103 14,285 141,000 SH   DFND 1,2,3 141,000 0 0
SERVICENOW INC COM 81762P102 1,179 4,177 SH   DFND 1,2,3 4,177 0 0
NVIDIA CORP COM 67066G104 11,765 50,000 SH   DFND 1,2,3 50,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 9,919 22,632 SH   DFND 1,2,3 22,632 0 0
PINTEREST INC CL A 72352L106 5,592 300,000 SH   DFND 1,2,3 300,000 0 0
PPG INDS INC COM 693506107 3,271 24,500 SH   DFND 1,2,3 24,500 0 0
PAYPAL HLDGS INC COM 70450Y103 9,187 84,927 SH   DFND 1,2,3 84,927 0 0
STARBUCKS CORP COM 855244109 16,503 187,700 SH   DFND 1,2,3 187,700 0 0
SINA CORP ORD G81477104 203 5,085 SH   DFND 1,2,3 5,085 0 0
SNAP INC CL A 83304A106 11,431 700,000 SH   DFND 1,2,3 700,000 0 0
S&P GLOBAL INC COM 78409V104 15,154 55,500 SH   DFND 1,2,3 55,500 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 10,520 218,260 SH   DFND 1,2,3 218,260 0 0
UNITEDHEALTH GROUP INC COM 91324P102 33,778 114,900 SH   DFND 1,2,3 114,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 19,900 170,000 SH   DFND 1,2,3 170,000 0 0
VISA INC COM CL A 92826C839 9,865 52,500 SH   DFND 1,2,3 52,500 0 0
VMWARE INC CL A COM 928563402 964 6,353 SH   DFND 1,2,3 6,353 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 14,958 631,129 SH   DFND 1,2,3 631,129 0 0
ZENDESK INC COM 98936J101 5,364 70,000 SH   DFND 1,2,3 70,000 0 0
AXALTA COATING SYS LTD COM G0750C108 4,988 164,063 SH   DFND 1,2,3 164,063 0 0
CENTENE CORP DEL COM 15135B101 6,704 106,640 SH   DFND 1,2,3 106,640 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 21,402 805,800 SH   DFND 1,2,3 805,800 0 0
TRIP COM GROUP LTD ADS 89677Q107 4,938 147,240 SH   DFND 1,2,3 147,240 0 0
ISHARES INC MSCI STH KOR ETF 464286772 392 6,300 SH   DFND   6,300 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 293 11,400 SH   DFND   11,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 221 6,300 SH   DFND   6,300 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 395 9,600 SH   DFND   9,600 0 0