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
ALIGN TECHNOLOGY INC COM 016255101 6,540 23,000 SH   DFND 1 23,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,180 7,800 SH   DFND 1 7,800 0 0
ALPHABET INC CAP STK CL C 02079K107 20,439 17,420 SH   DFND 1 17,420 0 0
AMAZON COM INC COM 023135106 4,452 2,500 SH   DFND 1 2,500 0 0
APPLE INC COM 037833100 4,939 26,000 SH   DFND 1 26,000 0 0
COMCAST CORP NEW CL A 20030N101 2,019 50,500 SH   DFND 1 50,500 0 0
FACEBOOK INC CL A 30303M102 26,285 157,688 SH   DFND 1 157,688 0 0
IAC INTERACTIVECORP COM 44919P508 1,870 8,900 SH   DFND 1 8,900 0 0
MICROSOFT CORP COM 594918104 21,406 181,500 SH   DFND 1 181,500 0 0
NETFLIX INC COM 64110L106 3,958 11,100 SH   DFND 1 11,100 0 0
NVIDIA CORP COM 67066G104 5,746 32,000 SH   DFND 1 32,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,840 15,810 SH   DFND 1 15,810 0 0
PAYPAL HLDGS INC COM 70450Y103 7,819 75,300 SH   DFND 1 75,300 0 0
SALESFORCE COM INC COM 79466L302 5,304 33,490 SH   DFND 1 33,490 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 2,396 12,000 SH   DFND 1 12,000 0 0
UNDER ARMOUR INC CL C 904311206 808 42,840 SH   DFND 1 42,840 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,852 64,110 SH   DFND 1 64,110 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,197 34,000 SH   DFND 1 34,000 0 0