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
ACCELERATE DIAGNOSTICS INC COM 00430H102 5,895 348,805 SH   DFND 1 348,805 0 0
AMAZON COM INC COM 023135106 26,637 14,415 SH   DFND 1 14,415 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,253 67,200 SH   DFND 1 67,200 0 0
CHEGG INC COM 163092109 12,245 323,000 SH   DFND 1 323,000 0 0
CARVANA CO CL A 146869102 11,506 125,000 SH   DFND 1 125,000 0 0
FACEBOOK INC CL A 30303M102 9,236 45,000 SH   DFND 1 45,000 0 0
GRUBHUB INC COM 400110102 7,734 159,000 SH   DFND 1 159,000 0 0
JD COM INC SPON ADR CL A 47215P106 4,985 141,500 SH   DFND 1 141,500 0 0
BOOKING HLDGS INC COM 09857L108 10,269 5,000 SH   DFND 1 5,000 0 0
VISA INC COM CL A 92826C839 7,516 40,000 SH   DFND 1 40,000 0 0
ZILLOW GROUP INC CL A 98954M101 5,946 130,000 SH   DFND 1 130,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 10,750 234,000 SH   DFND 1 234,000 0 0
STARS GROUP INC COM 85570W100 10,514 403,000 SH   DFND 1 403,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,296 49,150 SH   DFND 1 49,150 0 0
NETFLIX INC COM 64110L106 2,055 6,350 SH   DFND 1 6,350 0 0
BRISTOL MYERS SQUIBB CO DBCV 9/1 110122AN8 15,935 248,250 SH   DFND 1 248,250 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 747 248,250 SH   DFND 1 248,250 0 0