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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 63,675 | 612,610 | SH | DFND | 1 | 612,610 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 57,725 | 186,000 | SH | DFND | 1 | 186,000 | 0 | 0 | |
| APOLLO ED GROUP INC | CL A | 037604105 | 42,842 | 1,255,983 | SH | DFND | 1 | 1,255,983 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 50,874 | 2,041,509 | SH | DFND | 1 | 2,041,509 | 0 | 0 | |
| BANKRATE INC DEL | COM | 06647F102 | 43,748 | 3,519,511 | SH | DFND | 1 | 3,519,511 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 34,510 | 796,436 | SH | DFND | 1 | 796,436 | 0 | 0 | |
| BRUNSWICK CORP | COM | 117043109 | 52,761 | 1,029,287 | SH | DFND | 1 | 1,029,287 | 0 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 14,357 | 665,304 | SH | DFND | 1 | 665,304 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 28,578 | 807,523 | SH | DFND | 1 | 807,523 | 0 | 0 | |
| CRITEO S A | SPONS ADS | 226718104 | 64,345 | 1,591,903 | SH | DFND | 1 | 1,591,903 | 0 | 0 | |
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 14,744 | 800,000 | SH | DFND | 1 | 800,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 102,532 | 1,314,182 | SH | DFND | 1 | 1,314,182 | 0 | 0 | |
| FIREEYE INC | COM | 31816Q101 | 32,643 | 1,033,654 | SH | DFND | 1 | 1,033,654 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 47,290 | 318,000 | SH | DFND | 1 | 318,000 | 0 | 0 | |
| FORTINET INC | COM | 34959E109 | 17,501 | 570,806 | SH | DFND | 1 | 570,806 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 29,764 | 3,603,400 | SH | DFND | 1 | 3,603,400 | 0 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 37,675 | 1,510,611 | SH | DFND | 1 | 1,510,611 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 9,922 | 1,230,970 | SH | DFND | 1 | 1,230,970 | 0 | 0 | |
| INFINERA CORPORATION | COM | 45667G103 | 5,235 | 355,658 | SH | DFND | 1 | 355,658 | 0 | 0 | |
| KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 17,588 | 1,145,052 | SH | DFND | 1 | 1,145,052 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 32,565 | 141,764 | SH | DFND | 1 | 141,764 | 0 | 0 | |
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 27,821 | 369,664 | SH | DFND | 1 | 369,664 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 37,617 | 1,480,979 | SH | DFND | 1 | 1,480,979 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 103,832 | 813,284 | SH | DFND | 1 | 813,284 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 75,821 | 791,366 | SH | DFND | 1 | 791,366 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 25,328 | 2,500,267 | SH | DFND | 1 | 2,500,267 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 19,384 | 1,087,172 | SH | DFND | 1 | 1,087,172 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 16,313 | 284,885 | SH | DFND | 1 | 284,885 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 29,407 | 265,506 | SH | DFND | 1 | 265,506 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 51,504 | 1,192,785 | SH | DFND | 1 | 1,192,785 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 65,488 | 772,630 | SH | DFND | 1 | 772,630 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 71,421 | 3,215,730 | SH | DFND | 1 | 3,215,730 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 61,516 | 404,552 | SH | DFND | 1 | 404,552 | 0 | 0 | |
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 28,140 | 6,740,161 | SH | DFND | 1 | 6,740,161 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 48,668 | 2,490,686 | SH | DFND | 1 | 2,490,686 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 68,440 | 1,354,982 | SH | DFND | 1 | 1,354,982 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 11,500 | 471,899 | SH | DFND | 1 | 471,899 | 0 | 0 | |