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 |
| 8X8 INC NEW | COM | 282914100 | 37,300 | 2,000,000 | SH | DFND | 1,2,3,4 | 2,000,000 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 37,020 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 150,696 | 1,200,000 | SH | DFND | 1,2,3,4 | 1,200,000 | 0 | 0 | |
| BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 62,832 | 1,400,000 | SH | DFND | 1,2,3,4 | 1,400,000 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 82,478 | 350,000 | SH | DFND | 1,2,3,4 | 350,000 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 28,330 | 1,000,000 | SH | DFND | 1,2,3,4 | 1,000,000 | 0 | 0 | |
| CBRE GROUP INC | CL A | 12504L109 | 70,830 | 1,500,000 | SH | DFND | 1,2,3,4 | 1,500,000 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 88,676 | 1,400,000 | SH | DFND | 1,2,3,4 | 1,400,000 | 0 | 0 | |
| CENTENE CORP DEL | COM | 15135B101 | 16,031 | 150,000 | SH | DFND | 1,2,3,4 | 150,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 100,625 | 1,250,000 | SH | DFND | 1,2,3,4 | 1,250,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 129,846 | 3,800,000 | SH | DFND | 1,2,3,4 | 3,800,000 | 0 | 0 | |
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 166,230 | 3,000,000 | SH | DFND | 1,2,3,4 | 3,000,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 66,974 | 278,929 | SH | DFND | 1,2,3,4 | 278,929 | 0 | 0 | |
| FENNEC PHARMACEUTICALS INC | COM | 31447P100 | 48,346 | 3,997,214 | SH | DFND | 1,2,3,4 | 3,997,214 | 0 | 0 | |
| LEIDOS HLDGS INC | COM | 525327102 | 129,944 | 1,986,904 | SH | DFND | 1,2,3,4 | 1,986,904 | 0 | 0 | |
| MANITOWOC CO INC | COM NEW | 563571405 | 61,608 | 2,164,734 | SH | DFND | 1,2,3,4 | 2,164,734 | 0 | 0 | |
| MITEL NETWORKS CORP | COM | 60671Q104 | 27,840 | 3,000,000 | SH | DFND | 1,2,3,4 | 3,000,000 | 0 | 0 | |
| MOLINA HEALTHCARE INC | COM | 60855R100 | 56,826 | 700,000 | SH | DFND | 1,2,3,4 | 700,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 12,212 | 400,000 | SH | DFND | 1,2,3,4 | 400,000 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 32,695 | 6,500,000 | SH | DFND | 1,2,3,4 | 6,500,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 184,506 | 4,200,000 | SH | DFND | 1,2,3,4 | 4,200,000 | 0 | 0 | |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 27,549 | 80,000 | SH | DFND | 1,2,3,4 | 80,000 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 12,700 | 200,000 | SH | DFND | 1,2,3,4 | 200,000 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 150,192 | 2,800,000 | SH | DFND | 1,2,3,4 | 2,800,000 | 0 | 0 | |
| TREEHOUSE FOODS INC | COM | 89469A104 | 30,616 | 800,000 | SH | DFND | 1,2,3,4 | 800,000 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 83,728 | 800,000 | SH | DFND | 1,2,3,4 | 800,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 77,753 | 650,000 | SH | DFND | 1,2,3,4 | 650,000 | 0 | 0 | |
| VONAGE HLDGS CORP | COM | 92886T201 | 56,445 | 5,300,000 | SH | DFND | 1,2,3,4 | 5,300,000 | 0 | 0 | |
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 136,971 | 900,000 | SH | DFND | 1,2,3,4 | 900,000 | 0 | 0 | |
| YELP INC | CL A | 985817105 | 87,675 | 2,100,000 | SH | DFND | 1,2,3,4 | 2,100,000 | 0 | 0 | |