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
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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
Abbott LabsCOM002824100115,1301,440,200SH DFND 1,440,20000
Ac Immune SaSHSH002631056,6911,324,935SH DFND 1,324,93500
Activision Blizzard IncCOM00507V10949,6801,091,152SH DFND 1,091,15200
Adobe IncCOM00724F101170,610640,211SH DFND 640,21100
Agilent Technologies IncCOM00846U10138,486478,800SH DFND 478,80000
Alibaba Group Hldg LtdSPONSORED ADS01609W102169,457928,785SH DFND 928,78500
Alphabet IncCAP STK CL A02079K30585,99473,069SH DFND 73,06900
Amazon Com IncCOM023135106202,498113,715SH DFND 113,71500
Analog Devices IncCOM03265410523,436222,625SH DFND 222,62500
Atlassian Corp PlcCL AG062421045,25346,770SH DFND 46,77000
Autodesk IncCOM0527691064,87731,300SH DFND 31,30000
Bottomline Tech Del IncCOM10138810651110,200SH DFND 10,20000
Cabot Oil & Gas CorpCOM12709710310,323395,500SH DFND 395,50000
Canada Goose Holdings IncSHS SUB VTG1350861064599,550SH DFND 9,55000
Carbon Black IncCOM14081R1031,472105,525SH DFND 105,52500
Cheniere Energy IncCOM NEW16411R20841,782611,200SH DFND 611,20000
Coupa Software IncCOM22266L10673,029802,690SH DFND 802,69000
Docusign IncCOM25616310617,180331,410SH DFND 331,41000
Eagle Materials IncCOM26969P1082,58830,700SH DFND 30,70000
Facebook IncCL A30303M10210,27961,665SH DFND 61,66500
Fidelity Natl Information SvCOM31620M10644,091389,845SH DFND 389,84500
Fleetcor Technologies IncCOM3390411053,60114,605SH DFND 14,60500
General Electric CoCOM36960410362,3486,241,000SH DFND 6,241,00000
Hologic IncCOM43644010116,296336,700SH DFND 336,70000
Home Depot IncCOM43707610274,319387,300SH DFND 387,30000
Ihs Markit LtdSHSG4756710513,296244,500SH DFND 244,50000
Illumina IncCOM45232710953,377171,800SH DFND 171,80000
Incyte CorpCOM45337C10217,404202,400SH DFND 202,40000
Intuitive Surgical IncCOM NEW46120E60274,803131,100SH DFND 131,10000
Ishares TrMSCI EMG MKT ETF464287234301,9297,034,700SH DFND 7,034,70000
Ishares TrNASDAQ BIOTECH46428755688,456791,200SH DFND 791,20000
Marathon Pete CorpCOM56585A10232,379541,000SH DFND 541,00000
Mastercard IncCL A57636Q10456,108238,300SH DFND 238,30000
Mercadolibre IncCOM58733R10293,081183,328SH DFND 183,32800
Merck & Co IncCOM58933Y10522,148266,300SH DFND 266,30000
Micron Technology IncCOM59511210319,851480,300SH DFND 480,30000
Microsoft CorpCOM594918104609,8745,171,051SH DFND 5,171,05100
Netflix IncCOM64110L106192,498539,875SH DFND 539,87500
New Fortress Energy Llc Cl A Shs RpLLC64439310014,0161,200,000SH DFND 1,200,00000
Nokia CorpSPONSORED ADR6549022044,181731,000SH DFND 731,00000
Okta IncCL A6792951052,13525,807SH DFND 25,80700
Paypal Hldgs IncCOM70450Y10383,876807,745SH DFND 807,74500
Post Hldgs IncCOM73744610422,318204,000SH DFND 204,00000
Qualcomm IncCOM74752510354,070948,100SH DFND 948,10000
Range Res CorpCOM75281A1099,492844,500SH DFND 844,50000
Realpage IncCOM75606N1093,56258,690SH DFND 58,69000
Sailpoint Technlgies Hldgs ICOM78781P10597333,870SH DFND 33,87000
Sea LtdSPONSORED ADS81141R10049921,200SH DFND 21,20000
Servicenow IncCOM81762P10233,403135,515SH DFND 135,51500
Snap IncCL A83304A10613,6671,240,200SH DFND 1,240,20000
Southwestern Energy CoCOM84546710910,5892,257,700SH DFND 2,257,70000
Splunk IncCOM84863710414,398115,500SH DFND 115,50000
Spotify Technology S ASHSL8681T10222,139159,505SH DFND 159,50500
Sprint CorporationCOM85207U1058,7581,550,000SH DFND 1,550,00000
T Mobile Us IncCOM872590104132,3771,915,725SH DFND 1,915,72500
Tableau Software IncCL A87336U10523,344183,405SH DFND 183,40500
Twilio IncCL A90138F1024,06731,480SH DFND 31,48000
Visa IncCOM CL A92826C83954,807350,900SH DFND 350,90000
Workday IncCL A98138H101101,169524,600SH DFND 524,60000
Worldpay IncCL A9815581091,14910,120SH DFND 10,12000
Xilinx IncCOM98391910128,401224,000SH DFND 224,00000