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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   433,350 2,500 SH   SOLE   2,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,452,957 24,100 SH   SOLE   24,100 0 0
ADOBE INC COM 00724F101   616,113 2,091 SH   SOLE   2,091 0 0
ADVANCED MICRO DEVICES INC COM 007903107   607,400 20,000 SH   SOLE   20,000 0 0
ALLERGAN PLC SHS G0177J108   11,720,100 70,000 SH   DFND 1 70,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,204,444 5,730 SH   SOLE   5,730 0 0
ALPHABET INC CAP STK CL C 02079K107   236,719 219 SH   SOLE   219 0 0
AMAZON COM INC COM 023135106   4,165,986 2,200 SH   SOLE   2,200 0 0
ANADARKO PETE CORP COM 032511107   16,058,962 227,593 SH   DFND 1 227,593 0 0
APPLE INC COM 037833100   296,880 1,500 SH   SOLE   1,500 0 0
ARRAY BIOPHARMA INC COM 04269X105   6,069,230 131,000 SH   DFND 1 131,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   659,336 3,988 SH   SOLE   3,988 0 0
CELGENE CORP COM 151020104   17,001,472 183,919 SH   DFND 1 183,919 0 0
CELGENE CORP COM 151020104   10,723,040 116,000 SH Put DFND 1 116,000 0 0
CENTENE CORP DEL COM 15135B101   1,240,730 23,660 SH   DFND 1 23,660 0 0
CHENIERE ENERGY INC COM NEW 16411R208   297,210 4,342 SH   SOLE   4,342 0 0
CHURCH & DWIGHT CO INC COM 171340102   438,360 6,000 SH   SOLE   6,000 0 0
COMCAST CORP NEW CL A 20030N101   356,547 8,433 SH   SOLE   8,433 0 0
COUPA SOFTWARE INC COM 22266L106   1,266,100 10,000 SH   SOLE   10,000 0 0
CRAY INC COM NEW 225223304   6,583,522 189,073 SH   DFND 1 189,073 0 0
CROWN HLDGS INC COM 228368106   3,666,000 60,000 SH   SOLE   60,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109   8,063,268 362,557 SH   DFND 1 362,557 0 0
DISNEY WALT CO COM DISNEY 254687106   725,709 5,197 SH   SOLE   5,197 0 0
DTE ENERGY CO COM 233331107   289,137 2,261 SH   SOLE   2,261 0 0
ENSCO ROWAN PLC SHS CLASS A G3166L100   1,262,440 148,000 SH Call SOLE   148,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102   1,626,000 50,000 SH   SOLE   50,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,330,300 10,000 SH   SOLE   10,000 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,352,000 65,000 SH   SOLE   65,000 0 0
FINISAR CORP COM NEW 31787A507   5,687,769 248,700 SH   DFND 1 248,700 0 0
FIRST DATA CORP NEW COM CL A 32008D106   17,676,710 653,000 SH   DFND 1 653,000 0 0
GENERAL ELECTRIC CO COM 369604103   1,050,000 100,000 SH   SOLE   100,000 0 0
GLOBAL X FDS GLBL X MLP ETF 37950E473   308,700 35,000 SH   SOLE   35,000 0 0
GRUBHUB INC COM 400110102   779,900 10,000 SH   SOLE   10,000 0 0
HFF INC CL A 40418F108   4,867,406 107,023 SH   DFND 1 107,023 0 0
HILTON GRAND VACATIONS INC COM 43283X105   3,818,400 120,000 SH   SOLE   120,000 0 0
HOME DEPOT INC COM 437076102   287,830 1,384 SH   SOLE   1,384 0 0
IDEXX LABS INC COM 45168D104   2,753,300 10,000 SH   SOLE   10,000 0 0
INTUIT COM 461202103   265,773 1,017 SH   SOLE   1,017 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   340,958 650 SH   SOLE   650 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   4,418,700 195,000 SH   SOLE   195,000 0 0
JOHNSON & JOHNSON COM 478160104   321,319 2,307 SH   SOLE   2,307 0 0
KLX ENERGY SERVICS HOLDNGS I COM 48253L106   2,039,936 99,850 SH   DFND 1 99,850 0 0
LAUDER ESTEE COS INC CL A 518439104   3,407,128 18,607 SH   SOLE   18,607 0 0
LEAR CORP COM NEW 521865204   3,481,750 25,000 SH   SOLE   25,000 0 0
LGI HOMES INC COM 50187T106   4,285,800 60,000 SH   SOLE   60,000 0 0
LIBERTY EXPEDIA HLDGS INC SER A COM 53046P109   4,779,000 100,000 SH   DFND 1 100,000 0 0
LOVESAC COMPANY COM 54738L109   621,400 20,000 SH   SOLE   20,000 0 0
LULULEMON ATHLETICA INC COM 550021109   1,171,365 6,500 SH   SOLE   6,500 0 0
MASCO CORP COM 574599106   1,962,000 50,000 SH   DFND 1 50,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   290,983 1,100 SH   SOLE   1,100 0 0
MATCH GROUP INC COM 57665R106   4,372,550 65,000 SH   SOLE   65,000 0 0
MCDONALDS CORP COM 580135101   2,076,600 10,000 SH   SOLE   10,000 0 0
META PLATFORMS INC CL A 30303M102   11,483,114 59,498 SH   SOLE   59,498 0 0
MICROSOFT CORP COM 594918104   903,426 6,744 SH   SOLE   6,744 0 0
NETFLIX INC COM 64110L106   1,285,620 3,500 SH   SOLE   3,500 0 0
NEXTERA ENERGY INC COM 65339F101   296,228 1,446 SH   SOLE   1,446 0 0
NIKE INC CL B 654106103   251,850 3,000 SH   SOLE   3,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201   12,108,418 244,417 SH   DFND 1 244,417 0 0
PAYCHEX INC COM 704326107   271,557 3,300 SH   SOLE   3,300 0 0
PAYPAL HLDGS INC COM 70450Y103   286,150 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108   407,814 3,110 SH   SOLE   3,110 0 0
PHILIP MORRIS INTL INC COM 718172109   5,300,775 67,500 SH   SOLE   67,500 0 0
PIVOTAL ACQUISITION CORP CL A COM 72583A101   1,522,500 150,000 SH   DFND 1 150,000 0 0
PROCTER AND GAMBLE CO COM 742718109   892,551 8,140 SH   SOLE   8,140 0 0
RAFAEL HLDGS INC COM CL B 75062E106   2,887,046 100,419 SH   DFND 1 100,419 0 0
RED HAT INC COM 756577102   17,430,324 92,833 SH   DFND 1 92,833 0 0
SEMPRA COM 816851109   300,444 2,186 SH   SOLE   2,186 0 0
SPARK THERAPEUTICS INC COM 84652J103   3,583,300 35,000 SH   DFND 1 35,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   7,525,800 56,500 SH   SOLE   56,500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730   245,250 9,000 SH   SOLE   9,000 0 0
SPRINT CORPORATION COM 85207U105   990,257 150,724 SH   DFND 1 150,724 0 0
SPRINT CORPORATION COM 85207U105   1,872,450 285,000 SH Put DFND 1 285,000 0 0
SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608   7,580,080 164,000 SH   SOLE   164,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105   14,327,526 86,300 SH   DFND 1 86,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,702,950 15,000 SH   SOLE   15,000 0 0
TESLA INC COM 88160R101   14,524,900 65,000 SH Put SOLE   65,000 0 0
TEXAS INSTRS INC COM 882508104   221,831 1,933 SH   SOLE   1,933 0 0
TJX COS INC NEW COM 872540109   4,759,200 90,000 SH   SOLE   90,000 0 0
TRIBUNE MEDIA CO CL A 896047503   18,000,610 389,455 SH   DFND 1 389,455 0 0
TWITTER INC COM 90184L102   872,500 25,000 SH   SOLE   25,000 0 0
VALVOLINE INC COM 92047W101   4,687,200 240,000 SH   SOLE   240,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718   3,260,400 220,000 SH   SOLE   220,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   8,311,125 92,500 SH   SOLE   92,500 0 0
VISA INC COM CL A 92826C839   4,338,750 25,000 SH   SOLE   25,000 0 0
WESTERN DIGITAL CORP COM 958102105   2,139,750 45,000 SH   SOLE   45,000 0 0
WORLDPAY INC CL A 981558109   14,987,865 122,300 SH   DFND 1 122,300 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   3,422,436 61,400 SH   DFND 1 61,400 0 0
ZAYO GROUP HLDGS INC COM 98919V105   1,067,140 32,426 SH   DFND 1 32,426 0 0
ZEDGE INC CL B 98923T104   48,022 29,104 SH   DFND 1 29,104 0 0