Duquesne家族办公室有限责任公司 — 13F-HR表格，截至2014-09-30的持仓
美国证券交易委员会 13F-HR 表格——封面与签署页
申报类型：13F-HR
提交状态：正式提交（LIVE）
申报人 CIK：0001536411
申报人 CCC 码：XXXXXXXX（已屏蔽）
报告期：2014 年 9 月 30 日
封面
报告日历年度或季度：2014 年 9 月 30 日
是否为修订件：否
申报管理人：Duquesne Family Office LLC
地址：40 West 57th Street, 24th Floor，纽约州纽约市，邮编 10019
报告类型：13F 持仓报告
13F 表格文件编号：028-14660
是否需按第 5 项说明提供信息：否
签署
姓名：Gerald Kerner
职务：总法律顾问
电话：212-830-6500
签名：/s/ Gerald Kerner
签署地：纽约州纽约市
签署日期：2014 年 11 月 14 日
汇总页
其他一并申报的管理人数量：0
表内条目总数：36
表内价值合计：815,238（千美元）
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| 发行人名称 | 证券类别 | CUSIP | 市值（千美元） | 持股数量 | 持股数量类型 | 投资决定权 | 唯一投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Alcoa Inc | 普通股 | 013817101 | 64650 | 4018000 | SH | DFND | 4018000 | 0 | 0 |
| Alibaba Group Hldng Ltd | 存托凭证 | 01609W102 | 889 | 10000 | SH | DFND | 10000 | 0 | 0 |
| Am Eagle Outfitters Inc | 普通股 | 02553E106 | 14767 | 1017000 | SH | DFND | 1017000 | 0 | 0 |
| Amgen Inc | 普通股 | 031162100 | 22319 | 158900 | SH | DFND | 158900 | 0 | 0 |
| ARIAD Pharms Inc | 普通股 | 04033A100 | 8883 | 1645000 | SH | DFND | 1645000 | 0 | 0 |
| Biogen Idec Inc | 普通股 | 09062X103 | 34338 | 103800 | SH | DFND | 103800 | 0 | 0 |
| Cameco Corp | 普通股 | 13321L108 | 25222 | 1428200 | SH | DFND | 1428200 | 0 | 0 |
| Celgene Corp | 普通股 | 151020104 | 53134 | 560600 | SH | DFND | 560600 | 0 | 0 |
| Costco Wholesale Corp | 普通股 | 22160K105 | 19813 | 158100 | SH | DFND | 158100 | 0 | 0 |
| Foot Locker Inc | 普通股 | 344849104 | 9761 | 175400 | SH | DFND | 175400 | 0 | 0 |
| Gilead Sciences Inc | 普通股 | 375558103 | 23153 | 217500 | SH | DFND | 217500 | 0 | 0 |
| Google Inc | A 类股 | 38259P508 | 98153 | 166810 | SH | DFND | 166810 | 0 | 0 |
| HDFC Bank Ltd | 存托凭证（1 份代表 3 股） | 40415F101 | 14253 | 306000 | SH | DFND | 306000 | 0 | 0 |
| Home Depot Inc | 普通股 | 437076102 | 20403 | 222400 | SH | DFND | 222400 | 0 | 0 |
| Illumina Inc. | 普通股 | 452327109 | 67224 | 410100 | SH | DFND | 410100 | 0 | 0 |
| Kite Pharma Inc | 普通股 | 49803L109 | 1140 | 40000 | SH | DFND | 40000 | 0 | 0 |
| Kohl's Corp | 普通股 | 500255104 | 19768 | 323900 | SH | DFND | 323900 | 0 | 0 |
| L Brands Inc | 普通股 | 501797104 | 10134 | 151300 | SH | DFND | 151300 | 0 | 0 |
| Lowe's Co's Inc | 普通股 | 548661107 | 19628 | 370900 | SH | DFND | 370900 | 0 | 0 |
| Macy's, Inc | 普通股 | 55616P104 | 14336 | 246400 | SH | DFND | 246400 | 0 | 0 |
| Mkt Vctrs Gld Miners ETF | 黄金矿业 ETF | 57060U100 | 33020 | 1546600 | SH | DFND | 1546600 | 0 | 0 |
| McDermott Int'l Inc | 普通股 | 580037109 | 26055 | 4555000 | SH | DFND | 4555000 | 0 | 0 |
| Merck & Co | 普通股 | 58933Y105 | 19539 | 329600 | SH | DFND | 329600 | 0 | 0 |
| NewLink Genetics Corp | 普通股 | 651511107 | 3909 | 182500 | SH | DFND | 182500 | 0 | 0 |
| Nordstrom Inc | 普通股 | 655664100 | 9791 | 143200 | SH | DFND | 143200 | 0 | 0 |
| SPDR D.J. Ind'l Avg ETF Tst | 信托单位系列 1 | 78467X109 | 9915 | 58300 | SH | DFND | 58300 | 0 | 0 |
| Charles Schwab Corp | 普通股 | 808513105 | 14275 | 485700 | SH | DFND | 485700 | 0 | 0 |
| Hlth Care Slct Sctr SPDR | 医疗板块 SPDR | 81369Y209 | 11012 | 172300 | SH | DFND | 172300 | 0 | 0 |
| Fin'l Slct Sctr SPDR Fnd | 金融板块 SPDR | 81369Y605 | 9933 | 428700 | SH | DFND | 428700 | 0 | 0 |
| Target Corp | 普通股 | 87612E106 | 19575 | 312300 | SH | DFND | 312300 | 0 | 0 |
| Vertex Pharms Inc | 普通股 | 92532F100 | 16465 | 146600 | SH | DFND | 146600 | 0 | 0 |
| Walgreen Co | 普通股 | 931422109 | 38407 | 648000 | SH | DFND | 648000 | 0 | 0 |
| Williams-Sonoma Inc | 普通股 | 969904101 | 14479 | 217500 | SH | DFND | 217500 | 0 | 0 |
| Workday Inc | A 类股 | 98138H101 | 18371 | 222679 | SH | DFND | 222679 | 0 | 0 |
| YPF S.A. | 存托凭证 D 类 | 984245100 | 11056 | 298900 | SH | DFND | 298900 | 0 | 0 |
| Mellanox Tech's Ltd | 普通股 | M51363113 | 17468 | 389300 | SH | DFND | 389300 | 0 | 0 |
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<infoTable><nameOfIssuer>SPDR D.J. Ind'l Avg ETF Tst</nameOfIssuer> <titleOfClass>UT SER 1</titleOfClass> <cusip>78467X109</cusip> <value>9915</value> <shrsOrPrnAmt><sshPrnamt>58300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>58300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Charles Schwab Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>808513105</cusip> <value>14275</value> <shrsOrPrnAmt><sshPrnamt>485700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>485700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Hlth Care Slct Sctr SPDR</nameOfIssuer> <titleOfClass>SBI HEALTHCARE</titleOfClass> <cusip>81369Y209</cusip> <value>11012</value> <shrsOrPrnAmt><sshPrnamt>172300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>172300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fin'l Slct Sctr SPDR Fnd</nameOfIssuer> <titleOfClass>SBI INT-FINL</titleOfClass> <cusip>81369Y605</cusip> <value>9933</value> <shrsOrPrnAmt><sshPrnamt>428700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>428700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Target Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>87612E106</cusip> <value>19575</value> <shrsOrPrnAmt><sshPrnamt>312300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>312300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vertex Pharms Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92532F100</cusip> <value>16465</value> <shrsOrPrnAmt><sshPrnamt>146600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>146600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Walgreen Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>931422109</cusip> <value>38407</value> <shrsOrPrnAmt><sshPrnamt>648000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>648000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Williams-Sonoma Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>969904101</cusip> <value>14479</value> <shrsOrPrnAmt><sshPrnamt>217500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>217500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>18371</value> <shrsOrPrnAmt><sshPrnamt>222679</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>222679</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>YPF S.A.</nameOfIssuer> <titleOfClass>SPON ADR CL D</titleOfClass> <cusip>984245100</cusip> <value>11056</value> <shrsOrPrnAmt><sshPrnamt>298900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>298900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mellanox Tech's Ltd</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>M51363113</cusip> <value>17468</value> <shrsOrPrnAmt><sshPrnamt>389300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>389300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>