The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 6,838 | 89,600 | SH | DFND | 1 | 89,600 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 8,808 | 7,800 | SH | DFND | 1 | 7,800 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 24,790 | 22,220 | SH | DFND | 1 | 22,220 | 0 | 0 | |
APPLE INC | COM | 037833100 | 8,515 | 46,000 | SH | DFND | 1 | 46,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 12,263 | 265,500 | SH | DFND | 1 | 265,500 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 5,834 | 44,500 | SH | DFND | 1 | 44,500 | 0 | 0 | |
BOOKING HLDGS INC | COM | 09857L108 | 5,189 | 2,560 | SH | DFND | 1 | 2,560 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 10,733 | 44,233 | SH | DFND | 1 | 44,233 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 1,414 | 43,100 | SH | DFND | 1 | 43,100 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 2,306 | 22,000 | SH | DFND | 1 | 22,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 30,875 | 158,888 | SH | DFND | 1 | 158,888 | 0 | 0 | |
FGL HLDGS | *W EXP 11/30/202 | G3402M110 | 1,569 | 1,307,032 | SH | DFND | 1 | 1,307,032 | 0 | 0 | |
FGL HLDGS | ORD SHS | G3402M102 | 6,487 | 773,228 | SH | DFND | 1 | 773,228 | 0 | 0 | |
IAC INTERACTIVECORP | COM | 44919P508 | 1,357 | 8,900 | SH | DFND | 1 | 8,900 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 2,457 | 33,400 | SH | DFND | 1 | 33,400 | 0 | 0 | |
KKR & CO L P DEL | COM UNITS | 48248M102 | 1,535 | 61,788 | SH | DFND | 1 | 61,788 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 1,188 | 32,000 | SH | DFND | 1 | 32,000 | 0 | 0 | |
LPL FINL HLDGS INC | COM | 50212V100 | 2,838 | 43,300 | SH | DFND | 1 | 43,300 | 0 | 0 | |
MATCH GROUP INC | COM | 57665R106 | 4,261 | 110,000 | SH | DFND | 1 | 110,000 | 0 | 0 | |
MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 4,424 | 158,000 | SH | DFND | 1 | 158,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 1,568 | 29,900 | SH | DFND | 1 | 29,900 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 23,617 | 239,500 | SH | DFND | 1 | 239,500 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 1,987 | 9,272 | SH | DFND | 1 | 9,272 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 14,913 | 38,100 | SH | DFND | 1 | 38,100 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 3,248 | 15,810 | SH | DFND | 1 | 15,810 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 5,721 | 68,700 | SH | DFND | 1 | 68,700 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 17,540 | 128,590 | SH | DFND | 1 | 128,590 | 0 | 0 | |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 1,981 | 12,000 | SH | DFND | 1 | 12,000 | 0 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,201 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 517 | 3,000 | SH | DFND | 1 | 3,000 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 1,050 | 7,200 | SH | DFND | 1 | 7,200 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 3,750 | 286,500 | SH | DFND | 1 | 286,500 | 0 | 0 | |
STAMPS COM INC | COM NEW | 852857200 | 4,545 | 17,959 | SH | DFND | 1 | 17,959 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,522 | 72,000 | SH | DFND | 1 | 72,000 | 0 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 1,214 | 54,000 | SH | DFND | 1 | 54,000 | 0 | 0 | |
UNDER ARMOUR INC | CL C | 904311206 | 903 | 42,840 | SH | DFND | 1 | 42,840 | 0 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 8,815 | 102,500 | SH | DFND | 1 | 102,500 | 0 | 0 |