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
ACCERLERATE DIAGNOSTICS, INC COM 00430H102 2,112 261,993 SH   DFND 1 261,993 0 0
AMERICAN TOWER CORPORATION CMN COM 03027X100 6,524 24,150 SH   DFND 1 49,150 0 0
AMAZON.COM INC CMN COM 023135106 48,162 14,000 SH   DFND 1 14,000 0 0
ALIBABA GROUP HOLDINGS ADR SPONSORED ADR 01609W102 11,271 49,700 SH   DFND 1 49,700 0 0
CARDLYTICS INC COM 14161W105 8,961 70,600 SH   DFND 1 70,600 0 0
CHARTER COMMUNICATION COM 16119P108 11,416 15,823 SH   DFND 1 15,823 0 0
CHEGG INC COM 163092109 24,933 300,000 SH   DFND 1 300,000 0 0
CARVANA CO COM 146869102 50,169 166,220 SH   DFND 1 166,220 0 0
FACEBOOK, INC. COM 30303M102 15,647 45,000 SH   DFND 1 45,000 0 0
GDS HOLDINGS LTD COM 36165L108 15,894 202,500 SH   DFND 1 202,500 0 0
ALPHABET INC CLASS A COM 02079K305 15,627 6,400 SH   DFND 1 6,400 0 0
JD.COM, INC. COM 47215P106 11,293 141,500 SH   DFND 1 141,500 0 0
VISA INC. CMN CLASS A COM 92826C839 9,353 40,000 SH   DFND 1 40,000 0 0
ZILLOW GROUP INC - CLASS A COM 98954M101 15,929 130,000 SH   DFND 1 130,000 0 0
ZILLOW GROUP INC - CLASS C COM 98954M200 23,222 190,000 SH   DFND 1 190,000 0 0
PELOTON INTERACTIVE INC COM 70614W100 1,240 10,000 SH   DFND 1 10,000 0 0
NETFLIX, INC. COM 64110L106 3,354 6,350 SH   DFND 1 6,350 0 0