ACTIVISION BLIZZARD INC COM 00507V109 2925 46200 SH DFND 1 46200 0 0 ALASKA AIR GROUP INC COM 011659109 1323 18000 SH DFND 1 18000 0 0 ALPHABET INC CAP STK CL A 02079K305 8217 7800 SH DFND 1 7800 0 0 ALPHABET INC CAP STK CL C 02079K107 22832 21820 SH DFND 1 21820 0 0 APPLE INC COM 037833100 7785 46000 SH DFND 1 46000 0 0 APPLIED MATLS INC COM 038222105 13521 264500 SH DFND 1 264500 0 0 AUTODESK INC COM 052769106 4487 42800 SH DFND 1 42800 0 0 BROADCOM LTD SHS Y09827109 12357 48100 SH DFND 1 48100 0 0 COMCAST CORP NEW CL A 20030N101 1041 26000 SH DFND 1 26000 0 0 DISNEY WALT CO COM DISNEY 254687106 3548 33000 SH DFND 1 33000 0 0 FACEBOOK INC CL A 30303M102 35819 202988 SH DFND 1 202988 0 0 FGL HLDGS *W EXP 11/30/202 G3402M110 2026 1307032 SH DFND 1 1307032 0 0 FGL HLDGS ORD SHS G3402M102 13811 1371495 SH DFND 1 1371495 0 0 IAC INTERACTIVECORP COM 44919P508 1003 8200 SH DFND 1 8200 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2357 33400 SH DFND 1 33400 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 1093 32000 SH DFND 1 32000 0 0 LPL FINL HLDGS INC COM 50212V100 2474 43300 SH DFND 1 43300 0 0 MICRON TECHNOLOGY INC COM 595112103 4688 114000 SH DFND 1 114000 0 0 MICROSOFT CORP COM 594918104 12155 142100 SH DFND 1 142100 0 0 MOHAWK INDS INC COM 608190104 1269 4600 SH DFND 1 4600 0 0 MONSANTO CO NEW COM 61166W101 1168 10000 SH DFND 1 10000 0 0 NETFLIX INC COM 64110L106 11153 58100 SH DFND 1 58100 0 0 PALO ALTO NETWORKS INC COM 697435105 2292 15810 SH DFND 1 15810 0 0 PRICELINE GRP INC COM NEW 741503403 3754 2160 SH DFND 1 2160 0 0 SALESFORCE COM INC COM 79466L302 11418 111690 SH DFND 1 111690 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1715 10500 SH DFND 1 10500 0 0 SCHWAB CHARLES CORP NEW COM 808513105 1207 23500 SH DFND 1 23500 0 0 SHOPIFY INC CL A 82509L107 576 5700 SH DFND 1 5700 0 0 SNAP INC CL A 83304A106 7546 516500 SH DFND 1 516500 0 0 STAMPS COM INC COM NEW 852857200 3376 17959 SH DFND 1 17959 0 0 T MOBILE US INC COM 872590104 5335 84000 SH DFND 1 84000 0 0 UNDER ARMOUR INC CL A 904311107 779 54000 SH DFND 1 54000 0 0 UNDER ARMOUR INC CL C 904311206 571 42840 SH DFND 1 42840 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 5870 34000 SH DFND 1 34000 0 0