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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,792 121,519 SH   SOLE   67,687 0 53,832
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,955 190,823 SH   DFND 2 190,823 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 107,748 1,212,694 SH   DFND 3 1,212,694 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,988 146,175 SH   DFND 4 146,175 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,758 53,547 SH   DFND 5 53,547 0 0
AMAZON COM INC COM 023135106 57,109 177,114 SH   SOLE   98,767 0 78,347
AMAZON COM INC COM 023135106 89,949 278,964 SH   DFND 2 278,964 0 0
AMAZON COM INC COM 023135106 554,781 1,720,572 SH   DFND 3 1,720,572 0 0
AMAZON COM INC COM 023135106 71,365 221,329 SH   DFND 4 221,329 0 0
AMAZON COM INC COM 023135106 26,082 80,888 SH   DFND 5 80,888 0 0
AMBAC FINL GROUP INC COM NEW 023139884 20,556 930,115 SH   DFND 1 930,115 0 0
AMERICAN EXPRESS CO COM 025816109 12,264 140,094 SH   SOLE   78,140 0 61,954
AMERICAN EXPRESS CO COM 025816109 8,138 92,965 SH   DFND 2 92,965 0 0
AMERICAN EXPRESS CO COM 025816109 118,847 1,357,628 SH   DFND 3 1,357,628 0 0
AMERICAN EXPRESS CO COM 025816109 21,070 240,685 SH   DFND 4 240,685 0 0
AMERICAN EXPRESS CO COM 025816109 7,700 87,960 SH   DFND 5 87,960 0 0
CITIGROUP INC COM NEW 172967424 38,506 743,080 SH   DFND 1 743,080 0 0
CITIZENS FINL GROUP INC COM 174610105 18,760 801,007 SH   DFND 1 801,007 0 0
COMCAST CORP NEW CL A 20030N101 101,396 1,885,306 SH   SOLE   1,052,975 0 832,331
COMCAST CORP NEW CL A 20030N101 161,154 2,996,541 SH   DFND 2 2,996,541 0 0
COMCAST CORP NEW CL A 20030N101 1,020,986 18,984,493 SH   DFND 3 18,984,493 0 0
COMCAST CORP NEW CL A 20030N101 121,966 2,267,876 SH   DFND 4 2,267,876 0 0
COMCAST CORP NEW CL A 20030N101 44,595 829,203 SH   DFND 5 829,203 0 0
CYTOKINETICS INC COM NEW 23282W605 1,205 342,224 SH   DFND 2 342,224 0 0
CYTOKINETICS INC COM NEW 23282W605 6,968 1,979,641 SH   DFND 3 1,979,641 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 70,122 1,939,856 SH   SOLE   1,079,566 0 860,290
DELTA AIR LINES INC DEL COM NEW 247361702 112,036 3,099,205 SH   DFND 2 3,099,205 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 655,061 18,120,624 SH   DFND 3 18,120,624 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 84,738 2,344,057 SH   DFND 4 2,344,057 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 30,983 857,056 SH   DFND 5 857,056 0 0
DISNEY WALT CO COM DISNEY 254687106 52,250 586,883 SH   SOLE   327,349 0 259,534
DISNEY WALT CO COM DISNEY 254687106 82,214 923,443 SH   DFND 2 923,443 0 0
DISNEY WALT CO COM DISNEY 254687106 493,410 5,542,060 SH   DFND 3 5,542,060 0 0
DISNEY WALT CO COM DISNEY 254687106 62,958 707,159 SH   DFND 4 707,159 0 0
DISNEY WALT CO COM DISNEY 254687106 23,019 258,558 SH   DFND 5 258,558 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 30,636 1,356,195 SH   DFND 1 1,356,195 0 0
EBAY INC COM 278642103 484 8,547 SH   DFND 3 8,547 0 0
ESSENT GROUP LTD COM G3198U102 19,306 901,736 SH   DFND 1 901,736 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 60,620 330,206 SH   SOLE   184,120 0 146,086
GOLDMAN SACHS GROUP INC COM 38141G104 79,154 431,190 SH   DFND 2 431,190 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 594,409 3,238,050 SH   DFND 3 3,238,050 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 73,111 398,272 SH   DFND 4 398,272 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 26,699 145,445 SH   DFND 5 145,445 0 0
GOOGLE INC CL A 38259P508 33,232 56,476 SH   SOLE   30,547 0 25,929
GOOGLE INC CL A 38259P508 52,306 88,893 SH   DFND 2 88,893 0 0
GOOGLE INC CL A 38259P508 351,381 597,171 SH   DFND 3 597,171 0 0
GOOGLE INC CL A 38259P508 45,712 77,687 SH   DFND 4 77,687 0 0
GOOGLE INC CL A 38259P508 15,804 26,858 SH   DFND 5 26,858 0 0
GOOGLE INC CL C 38259P706 39,380 68,207 SH   SOLE   38,078 0 30,129
GOOGLE INC CL C 38259P706 60,109 104,110 SH   DFND 2 104,110 0 0
GOOGLE INC CL C 38259P706 390,268 675,953 SH   DFND 3 675,953 0 0
GOOGLE INC CL C 38259P706 46,432 80,422 SH   DFND 4 80,422 0 0
GOOGLE INC CL C 38259P706 17,885 30,978 SH   DFND 5 30,978 0 0
HALLIBURTON CO COM 406216101 1,978 30,656 SH   DFND 3 30,656 0 0
INTEL CORP COM 458140100 1,031 29,603 SH   DFND 3 29,603 0 0
JPMORGAN CHASE & CO COM 46625H100 96,597 1,603,305 SH   SOLE   894,750 0 708,555
JPMORGAN CHASE & CO COM 46625H100 57,995 962,728 SH   DFND 1 962,728 0 0
JPMORGAN CHASE & CO COM 46625H100 148,526 2,465,571 SH   DFND 2 2,465,571 0 0
JPMORGAN CHASE & CO COM 46625H100 902,402 14,980,116 SH   DFND 3 14,980,116 0 0
JPMORGAN CHASE & CO COM 46625H100 116,301 1,930,620 SH   DFND 4 1,930,620 0 0
JPMORGAN CHASE & CO COM 46625H100 42,523 705,892 SH   DFND 5 705,892 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 15,310 638,967 SH   DFND 1 638,967 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 311 24,500 SH   DFND 3 24,500 0 0
L BRANDS INC COM 501797104 25,888 386,508 SH   SOLE   215,705 0 170,803
L BRANDS INC COM 501797104 36,302 541,990 SH   DFND 2 541,990 0 0
L BRANDS INC COM 501797104 231,499 3,456,239 SH   DFND 3 3,456,239 0 0
L BRANDS INC COM 501797104 31,172 465,391 SH   DFND 4 465,391 0 0
L BRANDS INC COM 501797104 11,397 170,161 SH   DFND 5 170,161 0 0
LAZARD LTD SHS A G54050102 38,401 757,417 SH   DFND 1 757,417 0 0
LEUCADIA NATL CORP COM 527288104 89,064 3,735,906 SH   DFND 3 3,735,906 0 0
LINKEDIN CORP COM CL A 53578A108 29,809 143,460 SH   SOLE   80,125 0 63,335
LINKEDIN CORP COM CL A 53578A108 51,470 247,704 SH   DFND 2 247,704 0 0
LINKEDIN CORP COM CL A 53578A108 298,244 1,435,316 SH   DFND 3 1,435,316 0 0
LINKEDIN CORP COM CL A 53578A108 35,858 172,570 SH   DFND 4 172,570 0 0
LINKEDIN CORP COM CL A 53578A108 13,111 63,096 SH   DFND 5 63,096 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 6,057 91,612 SH   DFND 3 91,612 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 18,236 1,106,561 SH   DFND 2 1,106,561 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 43,258 2,624,884 SH   DFND 3 2,624,884 0 0
MGIC INVT CORP WIS COM 552848103 16,444 2,105,504 SH   DFND 1 2,105,504 0 0
NETFLIX INC COM 64110L106 19,003 42,119 SH   SOLE   23,495 0 18,624
NETFLIX INC COM 64110L106 33,825 74,969 SH   DFND 2 74,969 0 0
NETFLIX INC COM 64110L106 205,892 456,341 SH   DFND 3 456,341 0 0
NETFLIX INC COM 64110L106 22,896 50,746 SH   DFND 4 50,746 0 0
NETFLIX INC COM 64110L106 8,373 18,557 SH   DFND 5 18,557 0 0
NIKE INC CL B 654106103 56,518 633,609 SH   SOLE   353,283 0 280,326
NIKE INC CL B 654106103 89,278 1,000,872 SH   DFND 2 1,000,872 0 0
NIKE INC CL B 654106103 548,738 6,151,774 SH   DFND 3 6,151,774 0 0
NIKE INC CL B 654106103 68,125 763,738 SH   DFND 4 763,738 0 0
NIKE INC CL B 654106103 24,909 279,252 SH   DFND 5 279,252 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 7,976 522,354 SH   DFND 2 522,354 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,015 100,000 SH   DFND 3 100,000 0 0
RESPONSE GENETICS INC COM 76123U105 2,607 3,805,161 SH   DFND 2 3,805,161 0 0
SALESFORCE COM INC COM 79466L302 487 8,462 SH   DFND 3 8,462 0 0
SCHWAB CHARLES CORP NEW COM 808513105 73,475 2,500,000 SH Put DFND 3 2,500,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 9,507 297,751 SH   DFND 1 297,751 0 0
TABLEAU SOFTWARE INC CL A 87336U105 477 6,561 SH   DFND 3 6,561 0 0
TRIMBLE NAVIGATION LTD COM 896239100 4,822 158,109 SH   DFND 3 158,109 0 0
TWITTER INC COM 90184L102 3,395 65,816 SH   SOLE   36,714 0 29,102
TWITTER INC COM 90184L102 5,388 104,465 SH   DFND 2 104,465 0 0
TWITTER INC COM 90184L102 33,152 642,732 SH   DFND 3 642,732 0 0
TWITTER INC COM 90184L102 4,090 79,295 SH   DFND 4 79,295 0 0
TWITTER INC COM 90184L102 1,495 28,992 SH   DFND 5 28,992 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,886 29,363 SH   DFND 3 29,363 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 23,111 462,201 SH   SOLE   260,838 0 201,363
VERIZON COMMUNICATIONS INC COM 92343V104 381,296 7,627,436 SH   DFND 3 7,627,436 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 32,560 651,338 SH   DFND 4 651,338 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,910 238,243 SH   DFND 5 238,243 0 0
VISA INC COM CL A 92826C839 35,161 164,791 SH   DFND 1 164,791 0 0
WELLS FARGO & CO NEW COM 949746101 54,406 1,049,028 SH   SOLE   585,273 0 463,755
WELLS FARGO & CO NEW COM 949746101 80,123 1,544,697 SH   DFND 2 1,544,697 0 0
WELLS FARGO & CO NEW COM 949746101 523,119 10,085,195 SH   DFND 3 10,085,195 0 0
WELLS FARGO & CO NEW COM 949746101 65,543 1,263,606 SH   DFND 4 1,263,606 0 0
WELLS FARGO & CO NEW COM 949746101 23,965 462,012 SH   DFND 5 462,012 0 0
WHOLE FOODS MKT INC COM 966837106 4,414 115,832 SH   SOLE   64,586 0 51,246
WHOLE FOODS MKT INC COM 966837106 38,830 1,018,894 SH   DFND 3 1,018,894 0 0
WHOLE FOODS MKT INC COM 966837106 5,325 139,715 SH   DFND 4 139,715 0 0
WHOLE FOODS MKT INC COM 966837106 1,945 51,024 SH   DFND 5 51,024 0 0