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
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 23,905 174,400 SH   DFND   174,400 0 0
Alphabet Inc CAP STK CL A 02079K305 11,807 11,299 SH   DFND   11,299 0 0
Amazon Com Inc COM 023135106 147,836 98,428 SH   DFND   98,428 0 0
American Airls Group Inc COM 02376R102 16,855 524,900 SH   DFND   524,900 0 0
Ishares Tr MSCI EMG MKT ETF 464287234 65,609 1,679,700 SH   DFND   1,679,700 0 0
Ishares Tr NASDAQ BIOTECH 464287556 33,779 350,300 SH   DFND   350,300 0 0
Microsoft Corp COM 594918104 469,098 4,618,471 SH   DFND   4,618,471 0 0
Paypal Hldgs Inc COM 70450Y103 34,354 408,535 SH   DFND   408,535 0 0
Abbott Labs COM 002824100 93,718 1,295,700 SH   DFND   1,295,700 0 0
Ac Immune Sa SHS H00263105 23,545 2,491,517 SH   DFND   2,491,517 0 0
Adobe Inc COM 00724F101 68,102 301,015 SH   DFND   301,015 0 0
Agilent Technologies Inc COM 00846U101 14,929 221,300 SH   DFND   221,300 0 0
Autodesk Inc COM 052769106 3,433 26,690 SH   DFND   26,690 0 0
Coupa Software Inc COM 22266L106 71,095 1,131,000 SH   DFND   1,131,000 0 0
Delta Air Lines Inc Del COM NEW 247361702 31,267 626,600 SH   DFND   626,600 0 0
Gilead Sciences Inc COM 375558103 64,010 1,023,345 SH   DFND   1,023,345 0 0
Hologic Inc COM 436440101 13,838 336,700 SH   DFND   336,700 0 0
Illumina Inc COM 452327109 41,840 139,500 SH   DFND   139,500 0 0
Intuitive Surgical Inc COM NEW 46120E602 52,825 110,300 SH   DFND   110,300 0 0
Kohls Corp COM 500255104 9,785 147,500 SH   DFND   147,500 0 0
Medtronic Plc SHS G5960L103 33,883 372,500 SH   DFND   372,500 0 0
Mercadolibre Inc COM 58733R102 21,676 74,016 SH   DFND   74,016 0 0
Netflix Inc COM 64110L106 17,668 66,010 SH   DFND   66,010 0 0
Okta Inc CL A 679295105 11,095 173,900 SH   DFND   173,900 0 0
Tesla Inc COM 88160R101 99,773 299,800 SH Put DFND   299,800 0 0
Salesforce Com Inc COM 79466L302 146,912 1,072,585 SH   DFND   1,072,585 0 0
Servicenow Inc COM 81762P102 14,636 82,200 SH   DFND   82,200 0 0
Barrick Gold Corp COM 067901108 2,022 149,300 SH   DFND   149,300 0 0
Elastic N V ORD SHS N14506104 715 10,000 SH   DFND   10,000 0 0
Workday Inc CL A 98138H101 83,896 525,400 SH   DFND   525,400 0 0
Zendesk Inc COM 98936J101 3,362 57,600 SH   DFND   57,600 0 0