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
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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
Amazon.com Inc COM 023135106 49,807 97,300 SH   DFND   97,300 0 0
Carnival Corp PAIRED CTF 143658300 19,303 388,400 SH   DFND   388,400 0 0
Ctrip.com Int'l Ltd AMERICAN DEP SHS 22943F100 30,364 480,600 SH   DFND   480,600 0 0
Dow Chemical Co COM 260543103 9,998 235,800 SH   DFND   235,800 0 0
EOG Resources Inc COM 26875P101 10,046 138,000 SH   DFND   138,000 0 0
Expedia Inc COM 30212P303 20,370 173,100 SH   DFND   173,100 0 0
Facebook Inc CL A 30303M102 367,988 4,093,300 SH   DFND   4,093,300 0 0
HDFC Bank Ltd ADR REPS 3 SHS 40415F101 61,310 1,003,600 SH   DFND   1,003,600 0 0
Illumina Inc COM 452327109 27,393 155,800 SH   DFND   155,800 0 0
JD.Com Inc SPON ADR CL A 47215P106 28,103 1,078,400 SH   DFND   1,078,400 0 0
Microsoft Corp COM 594918104 61,477 1,389,000 SH   DFND   1,389,000 0 0
PayPal Holdings Inc COM 70450Y103 17,544 565,200 SH   DFND   565,200 0 0
Pioneer Nat'l Res's Co COM 723787107 10,060 82,700 SH   DFND   82,700 0 0
Priceline Group Inc COM 741503403 19,295 15,600 SH   DFND   15,600 0 0
SPDR Gold Trust CALL 78463V907 307,757 2,880,000 SH Call DFND   2,880,000 0 0
Under Armour, Inc CL A 904311107 25,143 259,800 SH   DFND   259,800 0 0
Wells Fargo & Co COM 949746101 61,050 1,188,900 SH   DFND   1,188,900 0 0
Workday Inc CL A 98138H101 30,187 438,379 SH   DFND   438,379 0 0
Royal Carib'n Cruises Ltd COM V7780T103 19,021 213,500 SH   DFND   213,500 0 0