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 |
| AMAZON COM INC | COM | 023135106 | 70,327 | 189,000 | SH | DFND | 1 | 189,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 38,511 | 1,707,044 | SH | DFND | 1 | 1,707,044 | 0 | 0 | |
| BANKRATE INC DEL | COM | 06647F102 | 21,311 | 1,879,253 | SH | DFND | 1 | 1,879,253 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 30,152 | 696,436 | SH | DFND | 1 | 696,436 | 0 | 0 | |
| BRUNSWICK CORP | COM | 117043109 | 47,815 | 929,355 | SH | DFND | 1 | 929,355 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 30,932 | 160,180 | SH | DFND | 1 | 160,180 | 0 | 0 | |
| CRITEO S A | SPONS ADS | 226718104 | 66,617 | 1,686,508 | SH | DFND | 1 | 1,686,508 | 0 | 0 | |
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 48,799 | 2,560,285 | SH | DFND | 1 | 2,560,285 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 68,958 | 838,752 | SH | DFND | 1 | 838,752 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 37,819 | 460,000 | SH | Call | DFND | 1 | 460,000 | 0 | 0 |
| FORTINET INC | COM | 34959E109 | 21,556 | 616,766 | SH | DFND | 1 | 616,766 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 3,566 | 96,705 | SH | DFND | 1 | 96,705 | 0 | 0 | |
| INFINERA CORPORATION | COM | 45667G103 | 40,961 | 2,082,426 | SH | DFND | 1 | 2,082,426 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 129,040 | 4,392,117 | SH | DFND | 1 | 4,392,117 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 61,784 | 1,122,531 | SH | DFND | 1 | 1,122,531 | 0 | 0 | |
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 71,581 | 845,614 | SH | DFND | 1 | 845,614 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 40,270 | 328,684 | SH | DFND | 1 | 328,684 | 0 | 0 | |
| MOMO INC | ADR | 60879B107 | 3,269 | 308,429 | SH | DFND | 1 | 308,429 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 42,052 | 3,472,467 | SH | DFND | 1 | 3,472,467 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 33,598 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| PROOFPOINT INC | COM | 743424103 | 17,715 | 299,140 | SH | DFND | 1 | 299,140 | 0 | 0 | |
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 43,286 | 1,049,352 | SH | DFND | 1 | 1,049,352 | 0 | 0 | |
| ROVI CORP | COM | 779376102 | 5,661 | 310,900 | SH | Put | DFND | 1 | 310,900 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 | 25,997 | 330,000 | SH | DFND | 1 | 330,000 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 345 | 7,123 | SH | DFND | 1 | 7,123 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 21,276 | 398,955 | SH | DFND | 1 | 398,955 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 98,038 | 2,319,885 | SH | DFND | 1 | 2,319,885 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 70,154 | 758,256 | SH | DFND | 1 | 758,256 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 25,494 | 1,537,611 | SH | DFND | 1 | 1,537,611 | 0 | 0 | |
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 33,103 | 6,317,275 | SH | DFND | 1 | 6,317,275 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 120,847 | 4,104,856 | SH | DFND | 1 | 4,104,856 | 0 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 40,134 | 735,666 | SH | DFND | 1 | 735,666 | 0 | 0 | |
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 33,530 | 369,621 | SH | DFND | 1 | 369,621 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 64,530 | 2,843,997 | SH | DFND | 1 | 2,843,997 | 0 | 0 | |