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
AGILENT TECHNOLOGIES INC COM 00846U101 8,603 134,000 SH   DFND 1 134,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,026 87,000 SH   DFND 1 87,000 0 0
AMAZON COM INC COM 023135106 5,720 5,950 SH   DFND 1 5,950 0 0
BANK AMER CORP COM 060505104 9,198 363,000 SH   DFND 1 363,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,532 62,000 SH   DFND 1 62,000 0 0
DXC TECHNOLOGY CO COM 23355L106 9,962 116,000 SH   DFND 1 116,000 0 0
EXACT SCIENCES CORP COM 30063P105 27,205 577,346 SH   DFND 1 577,346 0 0
IAC INTERACTIVECORP COM 44919P508 3,763 32,000 SH   DFND 1 32,000 0 0
MEDICINES CO COM 584688105 6,519 176,000 SH   DFND 1 176,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 1,681 408,000 SH   DFND 1 408,000 0 0
CF CORP SHS CL A G20307107 8,288 740,000 SH   DFND 1 740,000 0 0