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 | 13,042 | 202,163 | SH | DFND | 1 | 0 | 202,163 | 0 | |
| ADOBE SYSTEMS INC | COM | 00724F101 | 6,465 | 43,337 | SH | DFND | 1 | 0 | 43,337 | 0 | |
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 22,133 | 22,730 | SH | DFND | 1 | 0 | 22,730 | 0 | |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 1,786 | 1,862 | SH | DFND | 1 | 0 | 1,862 | 0 | |
| ALTABA INC | COM | 021346101 | 5,628 | 84,971 | SH | DFND | 1 | 0 | 84,971 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 28,546 | 29,694 | SH | DFND | 1 | 0 | 29,694 | 0 | |
| AMERICAN TOWER | COM | 03027X100 | 729 | 5,333 | SH | DFND | 1 | 0 | 5,333 | 0 | |
| APOLLO GLOBAL MANAGEMENT LLC | CL A SHS | 037612306 | 627 | 20,841 | SH | DFND | 1 | 0 | 20,841 | 0 | |
| APPLE COMPUTER INC | COM | 037833100 | 20,406 | 132,405 | SH | DFND | 1 | 0 | 132,405 | 0 | |
| BAC/WS/A US (BANK OF AMERICA C | W EXP 01/16/2019 | 060505146 | 4,440 | 335,379 | SH | DFND | 1 | 0 | 335,379 | 0 | |
| BANK OF AMERICA CORP | COM | 060505104 | 6,625 | 261,432 | SH | DFND | 1 | 0 | 261,432 | 0 | |
| BLACKSTONE GROUP LP | COM | 09253U108 | 807 | 24,198 | SH | DFND | 1 | 0 | 24,198 | 0 | |
| BROADCOM LTD | COM UNIT LTD | 09253U108 | 1,592 | 6,565 | SH | DFND | 1 | 0 | 6,565 | 0 | |
| CHARLES SCHWAB CORP. | COM | 808513105 | 2,625 | 60,015 | SH | DFND | 1 | 0 | 60,015 | 0 | |
| CME GROUP INC | COM | 12572q105 | 16,502 | 121,625 | SH | DFND | 1 | 0 | 121,625 | 0 | |
| COMCAST CORP CL-A | COM | 20030n101 | 1,003 | 26,053 | SH | DFND | 1 | 0 | 26,053 | 0 | |
| DELL TECHNOLOGIES INC-CL V | COM | 24703L103 | 3,131 | 40,548 | SH | DFND | 1 | 0 | 40,548 | 0 | |
| DIGITAL REALTY TRUST INC | COM | 253868103 | 473 | 4,000 | SH | DFND | 1 | 0 | 4,000 | 0 | |
| ELECTRONIC ARTS | COM | 285512109 | 17,999 | 152,453 | SH | DFND | 1 | 0 | 152,453 | 0 | |
| FACEBOOK INC-A | COM | 30303M102 | 27,909 | 163,337 | SH | DFND | 1 | 0 | 163,337 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 727 | 4,444 | SH | DFND | 1 | 0 | 4,444 | 0 | |
| ILLUMINA INC | COM | 452327109 | 1,159 | 5,818 | SH | DFND | 1 | 0 | 5,818 | 0 | |
| INOVALON HOLDINGS INC - A | COM | 45781d101 | 409 | 23,963 | SH | DFND | 1 | 0 | 23,963 | 0 | |
| JP MORGAN CHASE & CO | COM | 46625h100 | 7,353 | 76,986 | SH | DFND | 1 | 0 | 76,986 | 0 | |
| LAS VEGAS SANDS INC | COM | 517834107 | 477 | 7,440 | SH | DFND | 1 | 0 | 7,440 | 0 | |
| LENNAR CORP | CL A | 526057104 | 14,729 | 278,963 | SH | DFND | 1 | 0 | 278,963 | 0 | |
| LENNAR CORP CLASS B | CL B | 526057302 | 1,215 | 26,946 | SH | DFND | 1 | 0 | 26,946 | 0 | |
| LIBERTY BROADBAND-A | COM SER A | 530307107 | 19,928 | 211,590 | SH | DFND | 1 | 0 | 211,590 | 0 | |
| LIBERTY VENTURES - SER A | LBT VEN COM A NE | 53071M856 | 5,894 | 102,420 | SH | DFND | 1 | 0 | 102,420 | 0 | |
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 14,310 | 69,387 | SH | DFND | 1 | 0 | 69,387 | 0 | |
| MC DONALDS CORP | COM | 580135101 | 12,188 | 77,788 | SH | DFND | 1 | 0 | 77,788 | 0 | |
| MGIC INVESTMENT CORP | COM | 552848103 | 8,353 | 666,666 | SH | DFND | 1 | 0 | 666,666 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,747 | 53,601 | SH | DFND | 1 | 0 | 53,601 | 0 | |
| MICROSOFT CORPORATION | COM | 594918104 | 16,599 | 222,841 | SH | DFND | 1 | 0 | 222,841 | 0 | |
| NETFLIX, INC. | COM | 64110l106 | 10,740 | 59,222 | SH | DFND | 1 | 0 | 59,222 | 0 | |
| NVIDIA CORPORATION | COM | 67066g104 | 27,733 | 155,131 | SH | DFND | 1 | 0 | 155,131 | 0 | |
| ONEOK INC | COM | 682680103 | 437 | 7,879 | SH | DFND | 1 | 0 | 7,879 | 0 | |
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 16,276 | 254,192 | SH | DFND | 1 | 0 | 254,192 | 0 | |
| PNC FINANCIAL SERVICES GROUP | COM | 693475105 | 8,773 | 65,099 | SH | DFND | 1 | 0 | 65,099 | 0 | |
| TAKE TWO INTERACTIVE SOFTWARE | COM | 874054109 | 7,549 | 73,844 | SH | DFND | 1 | 0 | 73,844 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 21,676 | 522,696 | SH | DFND | 1 | 0 | 522,696 | 0 | |
| VISA INC | COM | 92826c839 | 13,954 | 132,588 | SH | DFND | 1 | 0 | 132,588 | 0 | |
| ZILLOW GROUP INC - A | CL A | 98954M101 | 2,803 | 69,823 | SH | DFND | 1 | 0 | 69,823 | 0 | |
| ZYNGA | COM | 98986T108 | 2,812 | 743,954 | SH | DFND | 1 | 0 | 743,954 | 0 | |
| MICROSOFT CORPORATION | CALL | 594918904 | 9,386 | 126,000 | SH | Call | DFND | 1 | 0 | 126,000 | 0 |
| TESLA MOTORS INC | CALL | 88160R901 | 6,447 | 18,900 | SH | Call | DFND | 1 | 0 | 18,900 | 0 |
| CENTENE CORP | CALL | 15135B901 | 513 | 5,300 | SH | Call | DFND | 1 | 0 | 5,300 | 0 |
| HUMANA INC | CALL | 444859902 | 1,291 | 5,300 | SH | Call | DFND | 1 | 0 | 5,300 | 0 |
| APPLE COMPUTER INC | CALL | 037833900 | 801 | 5,200 | SH | Call | DFND | 1 | 0 | 5,200 | 0 |
| SPDR S&P 500 ETF TR | PUT | 78462F903 | 39,569 | 157,500 | SH | Put | DFND | 1 | 0 | 157,500 | 0 |
| BUCKEYE PARTNERS L.P. | UNIT LTD PARTN | 118230101 | 228 | 4,000 | SH | DFND | 1 | 0 | 4,000 | 0 | |
| ENTERPRISE PRODUCTS PART LP | COM | 293792107 | 683 | 26,200 | SH | DFND | 1 | 0 | 26,200 | 0 | |
| MAGELLAN MIDSTREAM PARTNERS | COM UNIT RP LP | 559080106 | 224 | 3,151 | SH | DFND | 1 | 0 | 3,151 | 0 | |