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 | 12,340 | 278,563 | SH | DFND | 1 | 0 | 278,563 | 0 | |
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 24,846 | 30,901 | SH | DFND | 1 | 0 | 30,901 | 0 | |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 2,242 | 2,885 | SH | DFND | 1 | 0 | 2,885 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 33,682 | 40,227 | SH | DFND | 1 | 0 | 40,227 | 0 | |
| AMERICAN TOWER | COM | 03027X100 | 612 | 5,404 | SH | DFND | 1 | 0 | 5,404 | 0 | |
| APOLLO GLOBAL MANAGEMENT LLC | CL A SHS | 037612306 | 2,801 | 155,930 | SH | DFND | 1 | 0 | 155,930 | 0 | |
| APPLE COMPUTER INC | COM | 037833100 | 14,659 | 129,665 | SH | DFND | 1 | 0 | 129,665 | 0 | |
| BAC/WS/A US (BANK OF AMERICA C | W EXP 01/16/2019 | 060505146 | 1,214 | 262,841 | SH | DFND | 1 | 0 | 262,841 | 0 | |
| BLACKSTONE GROUP LP | COM UNIT LTD | 09253U108 | 339 | 13,293 | SH | DFND | 1 | 0 | 13,293 | 0 | |
| BOSTON PROPERTIES INC. | COM | 101121101 | 430 | 3,153 | SH | DFND | 1 | 0 | 3,153 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 331 | 1,920 | SH | DFND | 1 | 0 | 1,920 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 6,162 | 238,852 | SH | DFND | 1 | 0 | 238,852 | 0 | |
| CALATLANTIC GROUP INC | COM | 128195104 | 872 | 26,074 | SH | DFND | 1 | 0 | 26,074 | 0 | |
| CHARLES SCHWAB CORP. | COM | 808513105 | 12,975 | 410,984 | SH | DFND | 1 | 0 | 410,984 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 2,069 | 330,000 | SH | DFND | 1 | 0 | 330,000 | 0 | |
| CME GROUP INC | COM | 12572q105 | 14,691 | 140,558 | SH | DFND | 1 | 0 | 140,558 | 0 | |
| COMCAST CORP CL-A | COM | 20030n101 | 874 | 13,177 | SH | DFND | 1 | 0 | 13,177 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 601 | 6,470 | SH | DFND | 1 | 0 | 6,470 | 0 | |
| ELECTRONIC ARTS | COM | 285512109 | 13,562 | 158,802 | SH | DFND | 1 | 0 | 158,802 | 0 | |
| FACEBOOK INC-A | COM | 30303M102 | 26,518 | 206,738 | SH | DFND | 1 | 0 | 206,738 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 579 | 4,498 | SH | DFND | 1 | 0 | 4,498 | 0 | |
| ILLUMINA INC | COM | 452327109 | 9,481 | 52,191 | SH | DFND | 1 | 0 | 52,191 | 0 | |
| JD.COM INC-ADR | SPON ADR CL A | 47215P106 | 218 | 8,368 | SH | DFND | 1 | 0 | 8,368 | 0 | |
| LAS VEGAS SANDS INC | COM | 517834107 | 546 | 9,490 | SH | DFND | 1 | 0 | 9,490 | 0 | |
| LENNAR CORP | CL A | 526057104 | 14,635 | 345,651 | SH | DFND | 1 | 0 | 345,651 | 0 | |
| LENNAR CORP CLASS B | CL B | 526057302 | 1,121 | 33,381 | SH | DFND | 1 | 0 | 33,381 | 0 | |
| LIBERTY BROADBAND-A | COM SER A | 530307107 | 20,021 | 285,360 | SH | DFND | 1 | 0 | 285,360 | 0 | |
| LIBERTY SIRIUS GROUP-C | COM C SIRIUSXM | 531229607 | 2,406 | 72,000 | SH | DFND | 1 | 0 | 72,000 | 0 | |
| LIBERTY SIRIUSXM GROUP-A | COM A SIRIUSXM | 531229409 | 2,447 | 72,000 | SH | DFND | 1 | 0 | 72,000 | 0 | |
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 9,567 | 53,415 | SH | DFND | 1 | 0 | 53,415 | 0 | |
| MGIC INVESTMENT CORP | COM | 552848103 | 3,794 | 474,244 | SH | DFND | 1 | 0 | 474,244 | 0 | |
| MGM GROWTH PROPERTIES LLC-A | CL A COM | 55303A105 | 552 | 21,159 | SH | DFND | 1 | 0 | 21,159 | 0 | |
| MICROSOFT CORPORATION | COM | 594918104 | 9,155 | 158,940 | SH | DFND | 1 | 0 | 158,940 | 0 | |
| NETFLIX, INC. | COM | 64110l106 | 9,534 | 96,738 | SH | DFND | 1 | 0 | 96,738 | 0 | |
| NUTANIX INC - A | COM | 67059N108 | 222 | 6,000 | SH | DFND | 1 | 0 | 6,000 | 0 | |
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 13,194 | 322,038 | SH | DFND | 1 | 0 | 322,038 | 0 | |
| PIONEER NATURAL RESOURCES CO. | COM | 723787107 | 14,935 | 80,445 | SH | DFND | 1 | 0 | 80,445 | 0 | |
| RADIAN GROUP | COM | 750236101 | 2,465 | 181,906 | SH | DFND | 1 | 0 | 181,906 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 6,349 | 117,268 | SH | DFND | 1 | 0 | 117,268 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 17,047 | 570,896 | SH | DFND | 1 | 0 | 570,896 | 0 | |
| VISA INC | COM | 92826c839 | 20,999 | 253,915 | SH | DFND | 1 | 0 | 253,915 | 0 | |
| VULCAN MATERIALS CO | COM | 929160109 | 5,173 | 45,487 | SH | DFND | 1 | 0 | 45,487 | 0 | |
| WYNN RESORTS, LIMITED | COM | 983134107 | 8,630 | 88,582 | SH | DFND | 1 | 0 | 88,582 | 0 | |
| YUM BRANDS INC | COM | 988498101 | 11,061 | 121,800 | SH | DFND | 1 | 0 | 121,800 | 0 | |
| ZILLOW GROUP INC - A | CL A | 98954M101 | 8,777 | 254,771 | SH | DFND | 1 | 0 | 254,771 | 0 | |
| ZYNGA | COM | 98986T108 | 1,471 | 505,595 | SH | DFND | 1 | 0 | 505,595 | 0 | |
| APPLE COMPUTER INC | CALL | 037833900 | 3,561 | 31,500 | SH | Call | DFND | 1 | 0 | 31,500 | 0 |
| HERBALIFE LTD | CALL | G4412G901 | 1,953 | 31,500 | SH | Call | DFND | 1 | 0 | 31,500 | 0 |
| NXP SEMICONDUCTORS NV | CALL | N6596X909 | 2,142 | 21,000 | SH | Call | DFND | 1 | 0 | 21,000 | 0 |
| BUCKEYE PARTNERS L.P. | UNIT LTD PARTN | 118230101 | 286 | 4,000 | SH | DFND | 1 | 0 | 4,000 | 0 | |
| ENTERPRISE PRODUCTS PART LP | COM | 293792107 | 580 | 21,000 | SH | DFND | 1 | 0 | 21,000 | 0 | |
| MAGELLAN MIDSTREAM PARTNERS | COM UNIT RP LP | 559080106 | 223 | 3,151 | SH | DFND | 1 | 0 | 3,151 | 0 | |
| ONEOK PARTNERS, L.P. | UNIT LTD PARTN | 68268n103 | 373 | 9,330 | SH | DFND | 1 | 0 | 9,330 | 0 | |