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 77,061 916,300 SH   DFND   916,300 0 0
Activision Blizzard Inc COM 00507V109 82,320 1,744,075 SH   DFND   1,744,075 0 0
Adobe Inc COM 00724F101 152,031 515,971 SH   DFND   515,971 0 0
Agnico Eagle Mines Ltd COM 008474108 21,490 419,400 SH   DFND   419,400 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 175,956 1,038,393 SH   DFND   1,038,393 0 0
Alteryx Inc COM CL A 02156B103 2,441 22,373 SH   DFND   22,373 0 0
Amazon Com Inc COM 023135106 237,702 125,527 SH   DFND   125,527 0 0
Atlassian Corp Plc CL A G06242104 1,313 10,035 SH   DFND   10,035 0 0
Autodesk Inc COM 052769106 3,871 23,762 SH   DFND   23,762 0 0
Barrick Gold Corporation COM 067901108 62,766 3,980,100 SH   DFND   3,980,100 0 0
Cabot Oil & Gas Corp COM 127097103 9,081 395,500 SH   DFND   395,500 0 0
Cheniere Energy Inc COM NEW 16411R208 4,691 68,530 SH   DFND   68,530 0 0
Coupa Software Inc COM 22266L106 87,779 693,306 SH   DFND   693,306 0 0
Docusign Inc COM 256163106 5,652 113,700 SH   DFND   113,700 0 0
Eagle Materials Inc COM 26969P108 3,722 40,150 SH   DFND   40,150 0 0
Facebook Inc CL A 30303M102 6,744 34,941 SH   DFND   34,941 0 0
Fidelity Natl Information Sv COM 31620M106 60,510 493,237 SH   DFND   493,237 0 0
Fleetcor Technologies Inc COM 339041105 4,960 17,660 SH   DFND   17,660 0 0
Fox Corp CL A COM 35137L105 3,102 84,655 SH   DFND   84,655 0 0
General Electric Co COM 369604103 65,002 6,190,650 SH   DFND   6,190,650 0 0
Home Depot Inc COM 437076102 94,398 453,900 SH   DFND   453,900 0 0
Ihs Markit Ltd SHS G47567105 11,974 188,000 SH   DFND   188,000 0 0
Illumina Inc COM 452327109 62,880 170,800 SH   DFND   170,800 0 0
Incyte Corp COM 45337C102 17,196 202,400 SH   DFND   202,400 0 0
Intelsat S A COM L5140P101 26,541 1,364,570 SH   DFND   1,364,570 0 0
Ishares Tr MSCI EMG MKT ETF 464287234 103,435 2,410,500 SH   DFND   2,410,500 0 0
Jd Com Inc SPON ADR CL A 47215P106 6,058 200,000 SH Put DFND   200,000 0 0
Jd Com Inc SPON ADR CL A 47215P106 39,353 1,299,213 SH   DFND   1,299,213 0 0
Marathon Pete Corp COM 56585A102 22,916 410,100 SH   DFND   410,100 0 0
Mastercard Inc CL A 57636Q104 61,900 234,000 SH   DFND   234,000 0 0
Mercadolibre Inc COM 58733R102 119,242 194,913 SH   DFND   194,913 0 0
Merck & Co Inc COM 58933Y105 39,175 467,200 SH   DFND   467,200 0 0
Micron Technology Inc COM 595112103 8,899 230,613 SH   DFND   230,613 0 0
Microsoft Corp COM 594918104 700,101 5,226,193 SH   DFND   5,226,193 0 0
Netflix Inc COM 64110L106 196,208 534,160 SH   DFND   534,160 0 0
New Fortress Energy Llc Cl A Shs Rp LLC 644393100 14,052 1,200,000 SH   DFND   1,200,000 0 0
Nxp Semiconductors N V COM N6596X109 1,535 15,725 SH   DFND   15,725 0 0
Palo Alto Networks Inc COM 697435105 8,293 40,700 SH   DFND   40,700 0 0
Paypal Hldgs Inc COM 70450Y103 55,067 481,100 SH   DFND   481,100 0 0
Pg&E Corp COM 69331C108 69,936 3,051,300 SH   DFND   3,051,300 0 0
Qorvo Inc COM 74736K101 778 11,675 SH   DFND   11,675 0 0
Realpage Inc COM 75606N109 4,399 74,750 SH   DFND   74,750 0 0
Sailpoint Technlgies Hldgs I COM 78781P105 679 33,870 SH   DFND   33,870 0 0
Salesforce Com Inc COM 79466L302 73,149 482,103 SH   DFND   482,103 0 0
Sea Ltd SPONSORED ADS 81141R100 53,149 1,599,905 SH   DFND   1,599,905 0 0
Servicenow Inc COM 81762P102 55,073 200,580 SH   DFND   200,580 0 0
Smartsheet Inc COM CL A 83200N103 1,778 36,740 SH   DFND   36,740 0 0
Snap Inc CL A 83304A106 74,855 5,234,631 SH   DFND   5,234,631 0 0
Sony Corp SPONSORED ADR 835699307 2,026 38,670 SH   DFND   38,670 0 0
Spotify Technology S A SHS L8681T102 2,042 13,967 SH   DFND   13,967 0 0
Sprint Corporation COM 85207U105 438 66,610 SH   DFND   66,610 0 0
Square Inc CL A 852234103 21,312 293,838 SH   DFND   293,838 0 0
T Mobile Us Inc COM 872590104 56,762 765,600 SH   DFND   765,600 0 0
Twilio Inc CL A 90138F102 1,996 14,640 SH   DFND   14,640 0 0
Uber Technologies Inc COM 90353T100 124,755 2,689,840 SH   DFND   2,689,840 0 0
Veeva Sys Inc CL A COM 922475108 1,426 8,795 SH   DFND   8,795 0 0
Visa Inc COM CL A 92826C839 59,823 344,700 SH   DFND   344,700 0 0
Wayfair Inc CL A 94419L101 1,826 12,505 SH   DFND   12,505 0 0
Workday Inc CL A 98138H101 101,513 493,787 SH   DFND   493,787 0 0
Zendesk Inc COM 98936J101 3,036 34,102 SH   DFND   34,102 0 0
Zillow Group Inc CL C CAP STK 98954M200 1,076 23,200 SH   DFND   23,200 0 0