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 |
| ACTIVISION BLIZZARD INC | COM | 00507v109 | 10,394 | 268,521 | SH | DFND | 1 | 0 | 268,521 | 0 | |
| ALLERGAN | COM | 018490102 | 313 | 1,000 | SH | DFND | 1 | 0 | 1,000 | 0 | |
| ALPHABET INC-CL A | COM | 02079K305 | 25,229 | 32,428 | SH | DFND | 1 | 0 | 32,428 | 0 | |
| ALPHABET INC-CL C | COM | 02079K107 | 2,252 | 2,967 | SH | DFND | 1 | 0 | 2,967 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 23,555 | 34,850 | SH | DFND | 1 | 0 | 34,850 | 0 | |
| AMERICAN TOWER | COM | 03027X100 | 497 | 5,127 | SH | DFND | 1 | 0 | 5,127 | 0 | |
| APPLE COMPUTER INC | COM | 037833100 | 20,668 | 196,352 | SH | DFND | 1 | 0 | 196,352 | 0 | |
| BLACKSTONE GROUP LP | COM UNIT LTD | 09253U108 | 445 | 15,224 | SH | DFND | 1 | 0 | 15,224 | 0 | |
| BOSTON PROPERTIES INC. | COM | 101121101 | 381 | 2,991 | SH | DFND | 1 | 0 | 2,991 | 0 | |
| CBS CORP CLASS B | COM | 124857202 | 895 | 19,000 | SH | DFND | 1 | 0 | 19,000 | 0 | |
| CELGENE CORPORATION | COM | 151020104 | 5,479 | 45,750 | SH | DFND | 1 | 0 | 45,750 | 0 | |
| CENTENE CORP | COM | 15135B101 | 5,272 | 80,105 | SH | DFND | 1 | 0 | 80,105 | 0 | |
| CHARLES SCHWAB CORP. | COM | 808513105 | 11,454 | 347,838 | SH | DFND | 1 | 0 | 347,838 | 0 | |
| CME GROUP INC | COM | 12572q105 | 14,373 | 158,641 | SH | DFND | 1 | 0 | 158,641 | 0 | |
| COMCAST CORP CL-A | COM | 20030n101 | 705 | 12,500 | SH | DFND | 1 | 0 | 12,500 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 12,594 | 119,850 | SH | DFND | 1 | 0 | 119,850 | 0 | |
| ELECTRONIC ARTS | COM | 285512109 | 8,890 | 129,362 | SH | DFND | 1 | 0 | 129,362 | 0 | |
| FACEBOOK INC-A | COM | 30303M102 | 29,079 | 277,847 | SH | DFND | 1 | 0 | 277,847 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 564 | 4,267 | SH | DFND | 1 | 0 | 4,267 | 0 | |
| ILLUMINA INC | COM | 452327109 | 8,241 | 42,934 | SH | DFND | 1 | 0 | 42,934 | 0 | |
| INOVALON HOLDINGS INC - A | COM | 45781d101 | 4,601 | 270,631 | SH | DFND | 1 | 0 | 270,631 | 0 | |
| JD.COM INC-ADR | SPON ADR CL A | 47215P106 | 13,829 | 428,621 | SH | DFND | 1 | 0 | 428,621 | 0 | |
| LAS VEGAS SANDS INC | COM | 517834107 | 6,521 | 148,752 | SH | DFND | 1 | 0 | 148,752 | 0 | |
| LENNAR CORP | COM | 526057104 | 17,408 | 355,920 | SH | DFND | 1 | 0 | 355,920 | 0 | |
| LENNAR CORP CLASS B | COM | 526057302 | 1,394 | 34,688 | SH | DFND | 1 | 0 | 34,688 | 0 | |
| LIBERTY BROADBAND-A | COM SER A | 530307107 | 11,403 | 220,775 | SH | DFND | 1 | 0 | 220,775 | 0 | |
| LIBERTY BROADBAND-C | COM SER C | 530307305 | 3,596 | 69,337 | SH | DFND | 1 | 0 | 69,337 | 0 | |
| LIBERTY TRIPADVISOR HDG-A | COM | 531465102 | 11,223 | 369,896 | SH | DFND | 1 | 0 | 369,896 | 0 | |
| LIBERTY VENTURES - SER A | COM | 53071m880 | 2,165 | 48,000 | SH | DFND | 1 | 0 | 48,000 | 0 | |
| LINKEDIN CORP - A | COM | 53578a108 | 2,750 | 12,220 | SH | DFND | 1 | 0 | 12,220 | 0 | |
| MANCHESTER UNITED PLC-CL A | ORD CL A | G5784H106 | 5,004 | 280,959 | SH | DFND | 1 | 0 | 280,959 | 0 | |
| MC DONALDS CORP | COM | 580135101 | 11,360 | 96,155 | SH | DFND | 1 | 0 | 96,155 | 0 | |
| MGIC INVESTMENT CORP | COM | 552848103 | 8,150 | 922,960 | SH | DFND | 1 | 0 | 922,960 | 0 | |
| MGM MIRAGE | COM | 552953101 | 4,751 | 209,123 | SH | DFND | 1 | 0 | 209,123 | 0 | |
| MICRON TECHNOLOGY | COM | 595112103 | 731 | 51,650 | SH | DFND | 1 | 0 | 51,650 | 0 | |
| MOBILEYE NV | ORD SHS | N51488117 | 2,846 | 67,314 | SH | DFND | 1 | 0 | 67,314 | 0 | |
| NIKE CLASS-B | COM | 654106103 | 10,854 | 173,664 | SH | DFND | 1 | 0 | 173,664 | 0 | |
| NXP SEMICONDUCTORS NV | COM | NL0009538 | 4,651 | 55,210 | SH | DFND | 1 | 0 | 55,210 | 0 | |
| OAKTREE CAPITAL GROUP LLC | UNIT CL A | 674001201 | 286 | 6,000 | SH | DFND | 1 | 0 | 6,000 | 0 | |
| PACIFIC BIOSCIENCES OF CALIF | COM | 69404D108 | 1,265 | 96,319 | SH | DFND | 1 | 0 | 96,319 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 1,982 | 147,795 | SH | DFND | 1 | 0 | 147,795 | 0 | |
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 8,692 | 240,104 | SH | DFND | 1 | 0 | 240,104 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 12,954 | 215,785 | SH | DFND | 1 | 0 | 215,785 | 0 | |
| TIME WARNER INC. | COM | 887317105 | 1,004 | 15,521 | SH | DFND | 1 | 0 | 15,521 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 16,441 | 493,720 | SH | DFND | 1 | 0 | 493,720 | 0 | |
| VISA INC | COM | 92826c839 | 18,628 | 240,204 | SH | DFND | 1 | 0 | 240,204 | 0 | |
| ZILLOW GROUP INC - A | COM | 98954M101 | 7,475 | 287,072 | SH | DFND | 1 | 0 | 287,072 | 0 | |
| ZYNGA | COM | 98986T108 | 1,524 | 568,615 | SH | DFND | 1 | 0 | 568,615 | 0 | |
| MC DONALDS CORP | CALL | 580135901 | 9,924 | 84,000 | SH | Call | DFND | 1 | 0 | 84,000 | 0 |
| TIME WARNER INC. | CALL | 887317903 | 3,395 | 52,500 | SH | Call | DFND | 1 | 0 | 52,500 | 0 |
| BUCKEYE PARTNERS L.P. | UNIT LTD PARTN | 118230101 | 264 | 4,000 | SH | DFND | 1 | 0 | 4,000 | 0 | |
| ENTERPRISE PRODUCTS PART LP | COM | 293792107 | 537 | 21,000 | SH | DFND | 1 | 0 | 21,000 | 0 | |
| MAGELLAN MIDSTREAM PARTNERS | COM UNIT RP LP | 559080106 | 214 | 3,151 | SH | DFND | 1 | 0 | 3,151 | 0 | |
| ONEOK PARTNERS, L.P. | UNIT LTD PARTN | 68268n103 | 281 | 9,330 | SH | DFND | 1 | 0 | 9,330 | 0 | |