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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Ac Immune SaSHSH0026310524,7472,388,700SH DFND 2,388,70000
Activision Blizzard IncCOM00507V10926,790537,300SH DFND 537,30000
Agnico Eagle Mines LtdCOM00847410837,470882,900SH DFND 882,90000
Alcoa CorpCOM01387210647,1461,370,511SH DFND 1,370,51100
Alphabet IncCAP STK CL A02079K30585,119100,400SH DFND 100,40000
Amazon Com IncCOM02313510663,03371,100SH DFND 71,10000
American Airls Group IncCOM02376R1028,591203,100SH DFND 203,10000
Aspen Technology IncCOM04532710312,367209,900SH DFND 209,90000
Autodesk IncCOM05276910613,692158,349SH DFND 158,34900
Bank Amer CorpCOM06050510449,7822,110,300SH DFND 2,110,30000
Barrick Gold CorpCOM06790110854,1222,850,000SH DFND 2,850,00000
Cabot Oil & Gas CorpCOM12709710322,848955,588SH DFND 955,58800
Celgene CorpCOM15102010410,25382,400SH DFND 82,40000
Cheniere Energy IncCOM NEW16411R20821,089446,145SH DFND 446,14500
Comcast Corp NewCL A20030N10125,802686,400SH DFND 686,40000
Ctrip Com Intl LtdAMERICAN DEP SHS22943F10044,835912,200SH DFND 912,20000
Electronic Arts IncCOM28551210951,358573,700SH DFND 573,70000
Eqt CorpCOM26884L1098,688142,200SH DFND 142,20000
Expedia Inc DelCOM NEW30212P30325,713203,800SH DFND 203,80000
Facebook IncCL A30303M10257,658405,900SH DFND 405,90000
Halliburton CoCOM40621610114,842301,600SH DFND 301,60000
Ishares TrMSCI EMG MKT ETF46428723498,4362,499,000SH DFND 2,499,00000
Jd Com IncSPON ADR CL A47215P10619,848638,000SH DFND 638,00000
Las Vegas Sands CorpCOM51783410715,791276,700SH DFND 276,70000
Lyondellbasell Industries NSHS - A -N53745100105,6251,158,300SH DFND 1,158,30000
Microsoft CorpCOM594918104106,9701,624,200SH DFND 1,624,20000
Nektar TherapeuticsCOM64026810815,622665,600SH DFND 665,60000
Netease IncSPONSORED ADR64110W10214,79652,100SH DFND 52,10000
Netflix IncCOM64110L10610,43570,600SH DFND 70,60000
Nucor CorpCOM6703461059,376157,000SH DFND 157,00000
Paypal Hldgs IncCOM70450Y10324,689573,900SH DFND 573,90000
Pioneer Nat Res CoCOM72378710723,949128,600SH DFND 128,60000
Potash Corp Sask IncCOM73755L10735,7572,093,500SH DFND 2,093,50000
Priceline Grp IncCOM NEW74150340372,44540,700SH DFND 40,70000
Ptc IncCOM69370C10043,601829,700SH DFND 829,70000
Pure Storage IncCL A74624M1029,104926,133SH DFND 926,13300
Rice Energy IncCOM7627601067,737326,455SH DFND 326,45500
Rockwell Automation IncCOM77390310915,41599,000SH DFND 99,00000
Salesforce Com IncCOM79466L30279,595964,900SH DFND 964,90000
Sprint CorpCOM SER 185207U10514,4391,663,500SH DFND 1,663,50000
Symantec CorpCOM87150310816,920551,500SH DFND 551,50000
T Mobile Us IncCOM87259010415,676242,700SH DFND 242,70000
Twitter IncCOM90184L1029,045605,000SH DFND 605,00000
United Contl Hldgs IncCOM9100471099,296131,600SH DFND 131,60000
Vulcan Matls CoCOM92916010914,699122,000SH DFND 122,00000
Williams Cos Inc DelCOM9694571009,685327,300SH DFND 327,30000
Workday IncCL A98138H10119,429233,300SH DFND 233,30000