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 SaSHSH0026310521,0212,388,700SH DFND 2,388,70000
Activision Blizzard IncCOM00507V10941,111714,100SH DFND 714,10000
Alibaba Group Hldg LtdSPONSORED ADS01609W102100,067710,200SH DFND 710,20000
Alphabet IncCAP STK CL A02079K305162,369174,650SH DFND 174,65000
Amazon Com IncCOM023135106116,163120,003SH DFND 120,00300
American Airls Group IncCOM02376R10220,128400,000SH DFND 400,00000
Autodesk IncCOM05276910635,065347,800SH DFND 347,80000
Comcast Corp NewCL A20030N10176,6101,968,400SH DFND 1,968,40000
Crown Castle Intl Corp NewCOM22822V10114,827148,000SH DFND 148,00000
Ctrip Com Intl LtdAMERICAN DEP SHS22943F10076,0611,412,200SH DFND 1,412,20000
Delta Air Lines Inc DelCOM NEW24736170221,012391,000SH DFND 391,00000
Electronic Arts IncCOM28551210975,474713,900SH DFND 713,90000
Expedia Inc DelCOM NEW30212P30348,243323,884SH DFND 323,88400
Facebook IncCL A30303M102163,6021,083,600SH DFND 1,083,60000
Hdfc Bank LtdADR REPS 3 SHS40415F10111,150128,200SH DFND 128,20000
Ishares TrNASDQ BIOTEC ETF46428755625,56382,400SH DFND 82,40000
Jd Com IncSPON ADR CL A47215P10653,2921,358,800SH DFND 1,358,80000
Las Vegas Sands CorpCOM51783410739,260614,500SH DFND 614,50000
Mastercard IncorporatedCL A57636Q10420,064165,200SH DFND 165,20000
Merck & Co IncCOM58933Y10548,420755,500SH DFND 755,50000
Microsoft CorpCOM594918104181,4312,632,100SH DFND 2,632,10000
Nektar TherapeuticsCOM64026810822,7971,166,100SH DFND 1,166,10000
Netease IncSPONSORED ADR64110W10225,76485,700SH DFND 85,70000
Paypal Hldgs IncCOM70450Y10349,655925,200SH DFND 925,20000
Potash Corp Sask IncCOM73755L10734,1242,093,500SH DFND 2,093,50000
Priceline Grp IncCOM NEW741503403117,71262,930SH DFND 62,93000
Ptc IncCOM69370C10024,782449,600SH DFND 449,60000
Salesforce Com IncCOM79466L30293,6671,081,600SH DFND 1,081,60000
Sba Communications Corp NewCL A78410G10415,109112,000SH DFND 112,00000
Servicenow IncCOM81762P10245,368428,000SH DFND 428,00000
United Contl Hldgs IncCOM91004710918,323243,500SH DFND 243,50000
Visa IncCOM CL A92826C83920,294216,400SH DFND 216,40000
Workday IncCL A98138H10124,279250,300SH DFND 250,30000
Yum China Hldgs IncCOM98850P10923,548597,200SH DFND 597,20000