The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 25,603 | 139,495 | SH | DFND | 1 | 139,495 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,078 | 65,804 | SH | DFND | 2 | 65,804 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,569 | 15,976 | SH | DFND | 1 | 15,976 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,764 | 6,522 | SH | DFND | 2 | 6,522 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 25,354 | 201,894 | SH | DFND | 1 | 201,894 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 11,806 | 94,011 | SH | DFND | 2 | 94,011 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 18,313 | 77,713 | SH | DFND | 1 | 77,713 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 8,548 | 36,273 | SH | DFND | 2 | 36,273 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 21,161 | 230,160 | SH | DFND | 1 | 230,160 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 8,447 | 91,873 | SH | DFND | 2 | 91,873 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 26,064 | 163,112 | SH | DFND | 1 | 163,112 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 12,127 | 75,892 | SH | DFND | 2 | 75,892 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 18,447 | 481,389 | SH | DFND | 1 | 481,389 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 8,709 | 227,262 | SH | DFND | 2 | 227,262 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 23,933 | 315,454 | SH | DFND | 1 | 315,454 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 12,069 | 159,070 | SH | DFND | 2 | 159,070 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 19,898 | 98,970 | SH | DFND | 1 | 98,970 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 8,495 | 42,251 | SH | DFND | 2 | 42,251 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 26,694 | 437,323 | SH | DFND | 1 | 437,323 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 12,631 | 206,930 | SH | DFND | 2 | 206,930 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 17,169 | 1,033,029 | SH | DFND | 1 | 1,033,029 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 8,085 | 486,473 | SH | DFND | 2 | 486,473 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 17,527 | 513,079 | SH | DFND | 1 | 513,079 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 6,467 | 189,312 | SH | DFND | 2 | 189,312 | 0 | 0 | |