The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 25,210 | 238,300 | SH | DFND | 1 | 238,300 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,015 | 28,496 | SH | DFND | 28,496 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 40,414 | 50,263 | SH | DFND | 1 | 50,263 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,693 | 5,837 | SH | DFND | 5,837 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 27,242 | 149,625 | SH | DFND | 1 | 149,625 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 3,163 | 17,375 | SH | DFND | 17,375 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 24,509 | 90,783 | SH | DFND | 1 | 90,783 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,743 | 10,162 | SH | DFND | 10,162 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 16,958 | 460,699 | SH | DFND | 1 | 460,699 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 1,969 | 53,496 | SH | DFND | 53,496 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 17,041 | 365,929 | SH | DFND | 1 | 365,929 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 2,056 | 44,154 | SH | DFND | 44,154 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 12,327 | 248,676 | SH | DFND | 1 | 248,676 | 0 | 0 | |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 1,566 | 31,584 | SH | DFND | 31,584 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 16,255 | 126,725 | SH | DFND | 1 | 126,725 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 1,891 | 14,739 | SH | DFND | 14,739 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 7,945 | 476,293 | SH | DFND | 1 | 476,293 | 0 | 0 | |
| GOPRO INC | CL A | 38268T103 | 1,009 | 60,504 | SH | DFND | 60,504 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 36,478 | 966,294 | SH | DFND | 1 | 966,294 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 4,236 | 112,206 | SH | DFND | 112,206 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 200,830 | 5,320,000 | SH | Call | DFND | 1 | 5,320,000 | 0 | 0 |
| INTEL CORP | COM | 458140100 | 25,670 | 680,000 | SH | Call | DFND | 680,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,780 | 325,090 | SH | DFND | 1 | 325,090 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 737 | 41,437 | SH | DFND | 41,437 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 32,547 | 565,047 | SH | DFND | 1 | 565,047 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 5,256 | 91,253 | SH | DFND | 91,253 | 0 | 0 | ||
| MSG NETWORK INC | CL A | 553573106 | 6,805 | 365,644 | SH | DFND | 1 | 365,644 | 0 | 0 | |
| MSG NETWORK INC | CL A | 553573106 | 865 | 46,500 | SH | DFND | 46,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 14,613 | 148,282 | SH | DFND | 1 | 148,282 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 1,697 | 17,218 | SH | DFND | 17,218 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 34,815 | 849,767 | SH | DFND | 1 | 849,767 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 4,043 | 98,675 | SH | DFND | 98,675 | 0 | 0 | ||
| PRICELINE GRP INC | COM | 741503403 | 21,501 | 14,612 | SH | DFND | 1 | 14,612 | 0 | 0 | |
| PRICELINE GRP INC | COM | 741503403 | 2,584 | 1,756 | SH | DFND | 1,756 | 0 | 0 | ||
| STAMPS COM INC | COM | 852857200 | 10,944 | 115,800 | SH | DFND | 1 | 115,800 | 0 | 0 | |
| STAMPS COM INC | COM | 852857200 | 1,380 | 14,600 | SH | DFND | 14,600 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 14,361 | 483,371 | SH | DFND | 1 | 483,371 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 1,668 | 56,129 | SH | DFND | 56,129 | 0 | 0 | ||