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
ACTIVISION BLIZZARD INC COM 00507v109 9,268 137,381 SH   DFND 1 0 137,381 0
ADOBE SYSTEMS INC COM 00724F101 10,204 47,221 SH   DFND 1 0 47,221 0
ALPHABET INC-CL A CAP STK CL A 02079K305 16,882 16,277 SH   DFND 1 0 16,277 0
ALPHABET INC-CL C CAP STK CL C 02079K107 938 909 SH   DFND 1 0 909 0
AMAZON.COM INC COM 023135106 30,079 20,782 SH   DFND 1 0 20,782 0
AMERICAN TOWER COM 03027X100 458 3,152 SH   DFND 1 0 3,152 0
APPLE COMPUTER INC COM 037833100 15,573 92,815 SH   DFND 1 0 92,815 0
BAC/WS/A US (BANK OF AMERICA C W EXP 01/16/2019 060505146 4,598 253,061 SH   DFND 1 0 253,061 0
BANK OF AMERICA CORP COM 060505104 6,252 208,468 SH   DFND 1 0 208,468 0
BLACKSTONE GROUP LP COM 09253U108 458 14,335 SH   DFND 1 0 14,335 0
BROADCOM LTD COM UNIT LTD 09253U108 303 1,285 SH   DFND 1 0 1,285 0
CHARLES SCHWAB CORP. COM 808513105 276 5,282 SH   DFND 1 0 5,282 0
CME GROUP INC COM 12572q105 12,499 77,276 SH   DFND 1 0 77,276 0
COMCAST CORP CL-A COM 20030n101 287 8,394 SH   DFND 1 0 8,394 0
DELL TECHNOLOGIES INC-CL V COM 24703L103 11,220 153,251 SH   DFND 1 0 153,251 0
DISNEY WALT CO COM 254687106 6,811 67,811 SH   DFND 1 0 67,811 0
ELECTRONIC ARTS COM 285512109 9,363 77,223 SH   DFND 1 0 77,223 0
FACEBOOK INC-A COM 30303M102 8,115 50,784 SH   DFND 1 0 50,784 0
GOLDMAN SACHS GROUP INC COM 38141g104 12,142 48,211 SH   DFND 1 0 48,211 0
HOME DEPOT INC COM 437076102 468 2,626 SH   DFND 1 0 2,626 0
JP MORGAN CHASE & CO COM 46625h100 519 4,724 SH   DFND 1 0 4,724 0
LAS VEGAS SANDS INC COM 517834107 316 4,396 SH   DFND 1 0 4,396 0
LENNAR CORP CL A 526057104 9,996 169,598 SH   DFND 1 0 169,598 0
LENNAR CORP CLASS B CL B 526057302 523 10,970 SH   DFND 1 0 10,970 0
LIBERTY BROADBAND-A COM SER A 530307107 11,703 138,009 SH   DFND 1 0 138,009 0
MARTIN MARIETTA MATERIALS COM 573284106 10,147 48,950 SH   DFND 1 0 48,950 0
MC DONALDS CORP COM 580135101 8,034 51,378 SH   DFND 1 0 51,378 0
MERITAGE HOMES CORP COM 59001a102 2,715 60,000 SH   DFND 1 0 60,000 0
MICROSOFT CORPORATION COM 594918104 13,544 148,394 SH   DFND 1 0 148,394 0
MORGAN STANLEY COM 617446448 9,953 184,456 SH   DFND 1 0 184,456 0
NETFLIX, INC. COM 64110l106 10,489 35,513 SH   DFND 1 0 35,513 0
NVIDIA CORPORATION COM 67066g104 22,896 98,866 SH   DFND 1 0 98,866 0
ONEOK INC COM 682680103 448 7,879 SH   DFND 1 0 7,879 0
PAYPAL HOLDINGS INC COM 70450Y103 11,615 153,087 SH   DFND 1 0 153,087 0
SALESFORCE.COM INC COM 79466l302 7,096 61,015 SH   DFND 1 0 61,015 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 9,318 95,298 SH   DFND 1 0 95,298 0
TOLL BROTHERS INC COM 889478103 12,519 289,460 SH   DFND 1 0 289,460 0
TWITTER INC COM 90184L102 6,413 221,068 SH   DFND 1 0 221,068 0
VISA INC COM 92826c839 7,935 66,331 SH   DFND 1 0 66,331 0
WYNN RESORTS, LIMITED COM 983134107 274 1,500 SH   DFND 1 0 1,500 0
MICROSOFT CORPORATION CALL 594918904 5,111 56,000 SH Call DFND 1 0 56,000 0
APPLE COMPUTER INC CALL 037833900 1,762 10,500 SH Call DFND 1 0 10,500 0
ADVANCED MICRO DEVICES CALL 007903907 603 60,000 SH Call DFND 1 0 60,000 0
SALESFORCE.COM INC CALL 79466L902 1,745 15,000 SH Call DFND 1 0 15,000 0
DISNEY WALT CO CALL 254687906 1,004 10,000 SH Call DFND 1 0 10,000 0
ELECTRONIC ARTS CALL 285512909 449 3,700 SH Call DFND 1 0 3,700 0
TESLA INC. CALL 88160R901 8,064 30,300 SH Call DFND 1 0 30,300 0
SPDR S&P 500 ETF TR PUT 78462F953 41,157 156,400 SH Put DFND 1 0 156,400 0
ENTERPRISE PRODUCTS PART LP COM 293792107 559 22,848 SH   DFND 1 0 22,848 0