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