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 |
| ACCERLERATE DIAGNOSTICS, INC | COM | 00430H102 | 5,895 | 348,805 | SH | DFND | 1 | 348,805 | 0 | 0 | |
| AMAZON.COM INC CMN | COM | 023135106 | 26,637 | 14,415 | SH | DFND | 1 | 14,415 | 0 | 0 | |
| ALIBABA GROUP HOLDINGS ADR | SPONSORED ADR | 01609W102 | 14,253 | 67,200 | SH | DFND | 1 | 67,200 | 0 | 0 | |
| CHARTER COMMUNICATION | COM | 16119P108 | 11,981 | 24,700 | SH | DFND | 1 | 24,700 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 12,245 | 323,000 | SH | DFND | 1 | 323,000 | 0 | 0 | |
| CARVANA CO | COM | 146869102 | 11,506 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| EQUINIX INC CMN | COM | 29444U700 | 11,441 | 19,600 | SH | DFND | 1 | 19,600 | 0 | 0 | |
| FACEBOOK, INC. | COM | 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 | |
| ALPHABET INC CLASS A | COM | 02079K305 | 8,572 | 6,400 | SH | DFND | 1 | 6,400 | 0 | 0 | |
| JD.COM, INC. | COM | 47215P106 | 4,985 | 141,500 | SH | DFND | 1 | 141,500 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 10,269 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| VISA INC. CMN CLASS A | COM | 92826C839 | 7,516 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS A | COM | 98954M101 | 5,946 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS C | COM | 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 CORPORATION CMN | 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 COMPANY | COM | 110122108 | 15,935 | 248,250 | SH | DFND | 1 | 248,250 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB COMPANY | RIGHT 99/99/9999 | 110122157 | 747 | 248,250 | SH | DFND | 1 | 248,250 | 0 | 0 | |