杜肯家族办公室有限责任公司——13F-HR表格，截至2014年12月31日持仓
（这是一份格式化的 SEC 13F 监管文件，包含申报机构信息、管理层签名页和持仓摘要，不是自然语言段落，因此按实体内容翻译如下：）
杜肯家族办公室有限责任公司
西 57 街 40 号，24 楼
纽约，NY 10019
报告类型：13F 持仓报告
报告期间：2014 年 12 月 31 日
修正声明：否
13F 文件编号：028-14660
签署人：杰拉尔德·克纳
职务：总法律顾问
电话：212-830-6500
签署日期：2015 年 2 月 12 日
签署地点：纽约，NY
其他被纳入的管理人数量：0
表格持仓总数：35
持仓总市值：101,999.3 万美元（约 10.2 亿美元）
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| 发行人名称 | 证券类别 | CUSIP | 市值（千美元） | 持股数量 | 数量单位 | 投资裁决权 | 单独投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Alcoa Inc | COM | 013817101 | 29616 | 1875600 | SH | DFND | 1875600 | 0 | 0 |
| Alibaba Group Hldg Ltd | SPON ADS | 01609W102 | 26390 | 253900 | SH | DFND | 253900 | 0 | 0 |
| American Air Grp Inc | COM | 02376R102 | 22235 | 414600 | SH | DFND | 414600 | 0 | 0 |
| Amer Eagle Outfitters Inc | COM | 02553E106 | 19837 | 1429200 | SH | DFND | 1429200 | 0 | 0 |
| Biogen Idec Inc | COM | 09062X103 | 121998 | 359400 | SH | DFND | 359400 | 0 | 0 |
| Bluebird Bio Inc | COM | 09609G100 | 32597 | 355400 | SH | DFND | 355400 | 0 | 0 |
| Celgene Corp | COM | 151020104 | 48558 | 434100 | SH | DFND | 434100 | 0 | 0 |
| Cognizant Tech Sol'ns Corp | CL A | 192446102 | 19463 | 369600 | SH | DFND | 369600 | 0 | 0 |
| Costco Wholesale Corp | COM | 22160K105 | 40399 | 285000 | SH | DFND | 285000 | 0 | 0 |
| Crown Castle Int'l Corp | COM | 22822V101 | 9365 | 119000 | SH | DFND | 119000 | 0 | 0 |
| Delta Air Lines Inc | COM | 247361702 | 20655 | 419900 | SH | DFND | 419900 | 0 | 0 |
| Facebook Inc | CL A | 30303M102 | 33549 | 430000 | SH | DFND | 430000 | 0 | 0 |
| Foot Locker Inc | COM | 344849104 | 11820 | 210400 | SH | DFND | 210400 | 0 | 0 |
| Goldman Sachs Grp Inc | COM | 38141G104 | 25682 | 132500 | SH | DFND | 132500 | 0 | 0 |
| HDFC Bank Ltd | ADR REPS 3 SHS | 40415F101 | 50933 | 1003600 | SH | DFND | 1003600 | 0 | 0 |
| Home Depot Inc | COM | 437076102 | 55540 | 529100 | SH | DFND | 529100 | 0 | 0 |
| Illumina Inc | COM | 452327109 | 75696 | 410100 | SH | DFND | 410100 | 0 | 0 |
| Infosys Ltd | SPON ADR | 456788108 | 19622 | 623700 | SH | DFND | 623700 | 0 | 0 |
| Juno Therapeutics Inc | COM | 48205A109 | 3655 | 70000 | SH | DFND | 70000 | 0 | 0 |
| Kohl's Corp | COM | 500255104 | 14033 | 229900 | SH | DFND | 229900 | 0 | 0 |
| L Brands Inc | COM | 501797104 | 23507 | 271600 | SH | DFND | 271600 | 0 | 0 |
| Lowe's Companies Inc | COM | 548661107 | 46041 | 669200 | SH | DFND | 669200 | 0 | 0 |
| Macrogenics Inc | COM | 556099109 | 16571 | 472500 | SH | DFND | 472500 | 0 | 0 |
| Macy's, Inc | COM | 55616P104 | 16451 | 250200 | SH | DFND | 250200 | 0 | 0 |
| Mattress Firm Hldg Corp | COM | 57722W106 | 10234 | 176200 | SH | DFND | 176200 | 0 | 0 |
| Morgan Stanley | COM | 617446448 | 25752 | 663700 | SH | DFND | 663700 | 0 | 0 |
| Nektar Therapeutics | COM | 640268108 | 10153 | 655000 | SH | DFND | 655000 | 0 | 0 |
| Nordstrom Inc | COM | 655664100 | 34090 | 429400 | SH | DFND | 429400 | 0 | 0 |
| Southwest Airlines Co | COM | 844741108 | 11426 | 270000 | SH | DFND | 270000 | 0 | 0 |
| Target Corp | COM | 87612E106 | 57737 | 760600 | SH | DFND | 760600 | 0 | 0 |
| Virgin America Inc | COM VTG | 92765X208 | 350 | 8100 | SH | DFND | 8100 | 0 | 0 |
| Wells Fargo & Co | COM | 949746101 | 24833 | 453000 | SH | DFND | 453000 | 0 | 0 |
| Williams-Sonoma Inc | COM | 969904101 | 26306 | 347600 | SH | DFND | 347600 | 0 | 0 |
| Workday Inc | CL A | 98138H101 | 26987 | 330679 | SH | DFND | 330679 | 0 | 0 |
| YPF S.A. | SPON ADR CL D | 984245100 | 7912 | 298900 | SH | DFND | 298900 | 0 | 0 |
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<votingAuthority><Sole>434100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cognizant Tech Sol'ns Corp</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>192446102</cusip> <value>19463</value> <shrsOrPrnAmt><sshPrnamt>369600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>369600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Costco Wholesale Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22160K105</cusip> <value>40399</value> <shrsOrPrnAmt><sshPrnamt>285000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>285000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Crown Castle Int'l Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22822V101</cusip> 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<Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Morgan Stanley</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>617446448</cusip> <value>25752</value> <shrsOrPrnAmt><sshPrnamt>663700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>663700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nektar Therapeutics</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>640268108</cusip> <value>10153</value> <shrsOrPrnAmt><sshPrnamt>655000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>655000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nordstrom Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>655664100</cusip> <value>34090</value> 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