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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BAIDU INC SPON ADR REP A 056752108 3,404 15,600 SH   SOLE   15,600 0 0
CARNIVAL CORP PAIRED CTF 143658300 2,535 63,100 SH   SOLE   63,100 0 0
L BRANDS INC COM 501797104 1,688 25,200 SH   SOLE   25,200 0 0
LAS VEGAS SANDS CORP COM 517834107 958 15,400 SH   SOLE   15,400 0 0
YUM BRANDS INC COM 988498101 1,979 27,500 SH   SOLE   27,500 0 0