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
ABBOTT LABS COM 002824100 53,707 732,100 SH   DFND   732,100 0 0
AC IMMUNE SA SHS H00263105 19,932 2,491,517 SH   DFND   2,491,517 0 0
ADOBE SYS INC COM 00724F101 72,166 267,330 SH   DFND   267,330 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 20,573 148,000 SH   DFND   148,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,914 78,380 SH   DFND   78,380 0 0
ALPHABET INC CAP STK CL A 02079K305 228,742 189,500 SH   DFND   189,500 0 0
AMAZON COM INC COM 023135106 236,945 118,295 SH   DFND   118,295 0 0
AUTODESK INC COM 052769106 5,386 34,500 SH   DFND   34,500 0 0
BANK AMER CORP COM 060505104 27 900 SH   DFND   900 0 0
BURLINGTON STORES INC COM 122017106 14,272 87,600 SH   DFND   87,600 0 0
CENOVUS ENERGY INC COM 15135U109 9,893 986,300 SH   DFND   986,300 0 0
CITIGROUP INC COM NEW 172967424 47,858 667,100 SH   DFND   667,100 0 0
COUPA SOFTWARE INC COM 22266L106 11,082 140,100 SH   DFND   140,100 0 0
ELECTRONIC ARTS INC COM 285512109 15,781 130,970 SH   DFND   130,970 0 0
FACEBOOK INC CL A 30303M102 3,552 21,600 SH   DFND   21,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,025 4,500 SH   DFND   4,500 0 0
GILEAD SCIENCES INC COM 375558103 113,105 1,464,900 SH   DFND   1,464,900 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 10,727 62,100 SH   DFND   62,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,987 24,600 SH   DFND   24,600 0 0
HOME DEPOT INC COM 437076102 25,562 123,400 SH   DFND   123,400 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 6,445 296,986 SH   DFND   296,986 0 0
ISHARES TR NASDAQ BIOTECH 464287556 125,952 1,032,900 SH   DFND   1,032,900 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,461 39,380 SH   DFND   39,380 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,112 13,980 SH   DFND   13,980 0 0
MEDTRONIC PLC SHS G5960L103 36,643 372,500 SH   DFND   372,500 0 0
MICROSOFT CORP COM 594918104 403,189 3,525,300 SH   DFND   3,525,300 0 0
NETFLIX INC COM 64110L106 1,945 5,200 SH   DFND   5,200 0 0
PAYPAL HLDGS INC COM 70450Y103 63,904 727,500 SH   DFND   727,500 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 9,259 347,700 SH   DFND   347,700 0 0
QUALCOMM INC COM 747525103 25,016 347,300 SH   DFND   347,300 0 0
SALESFORCE COM INC COM 79466L302 246,926 1,552,700 SH   DFND   1,552,700 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 39,604 522,900 SH   DFND   522,900 0 0
SERVICENOW INC COM 81762P102 38,011 194,300 SH   DFND   194,300 0 0
SPLUNK INC COM 848637104 5,816 48,100 SH   DFND   48,100 0 0
STAMPS COM INC COM NEW 852857200 2,925 12,930 SH   DFND   12,930 0 0
T MOBILE US INC COM 872590104 25,251 359,800 SH   DFND   359,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 25,843 557,800 SH   DFND   557,800 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 39,425 1,565,100 SH   DFND   1,565,100 0 0
WORKDAY INC CL A 98138H101 65,472 448,500 SH   DFND   448,500 0 0
ZENDESK INC COM 98936J101 29,464 414,984 SH   DFND   414,984 0 0