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 | 5,288 | 348,805 | SH | DFND | 1 | 348,805 | 0 | 0 | |
| AMERICAN TOWER CORPORATION CMN | COM | 03027X100 | 12,707 | 49,150 | SH | DFND | 1 | 49,150 | 0 | 0 | |
| AMAZON.COM INC CMN | COM | 023135106 | 39,768 | 14,415 | SH | DFND | 1 | 14,415 | 0 | 0 | |
| ALIBABA GROUP HOLDINGS ADR | SPONSORED ADR | 01609W102 | 14,495 | 67,200 | SH | DFND | 1 | 67,200 | 0 | 0 | |
| BRISTOL-MYERS INC. | COM | 110122108 | 7,299 | 124,125 | SH | DFND | 1 | 124,125 | 0 | 0 | |
| CARDLYTICS INC | COM | 14161W105 | 1,750 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| CHARTER COMMUNICATION | COM | 16119P108 | 12,598 | 24,700 | SH | DFND | 1 | 24,700 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 21,725 | 323,000 | SH | DFND | 1 | 323,000 | 0 | 0 | |
| CARVANA CO | COM | 146869102 | 21,783 | 181,220 | SH | DFND | 1 | 181,220 | 0 | 0 | |
| EQUINIX INC CMN | COM | 29444U700 | 8,749 | 12,457 | SH | DFND | 1 | 12,457 | 0 | 0 | |
| FACEBOOK, INC. | COM | 30303M102 | 10,218 | 45,000 | SH | DFND | 1 | 45,000 | 0 | 0 | |
| GDS HOLDINGS LTD | COM | 36165L108 | 6,612 | 83,000 | SH | DFND | 1 | 83,000 | 0 | 0 | |
| GRUBHUB INC. | COM | 400110102 | 11,178 | 159,000 | SH | DFND | 1 | 159,000 | 0 | 0 | |
| ALPHABET INC CLASS A | COM | 02079K305 | 9,076 | 6,400 | SH | DFND | 1 | 6,400 | 0 | 0 | |
| JD.COM, INC. | COM | 47215P106 | 8,515 | 141,500 | SH | DFND | 1 | 141,500 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 7,962 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| VISA INC. CMN CLASS A | COM | 92826C839 | 7,727 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS A | COM | 98954M101 | 7,472 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS C | COM | 98954M200 | 13,481 | 234,000 | SH | DFND | 1 | 234,000 | 0 | 0 | |
| NETFLIX, INC. | COM | 64110L106 | 2,890 | 6,350 | SH | DFND | 1 | 6,350 | 0 | 0 | |
| BRISTOL-MYERS INC. | RIGHT | 110122157 | 1,790 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |