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

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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
CHANGYOU COM LTD ADS REP CL A 15911M107 35,020 961,296 SH   SOLE   961,296 0 0
CREDIT SUISSE NASSAU BRH X LINK GOLD SHS 22542D480 1,064 12,000 SH   SOLE   12,000 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 1,525 10,000 SH Put SOLE   10,000 0 0
JAKKS PAC INC COM 47012E106 3,392 1,443,377 SH   SOLE   1,443,377 0 0
JAPAN SMALLER CAPTLZTN FD IN COM 47109U104 12 1,000 SH   SOLE   1,000 0 0
JBG SMITH PPTYS COM 46590V100 2,714 78,142 SH   SOLE   78,142 0 0
MORGAN STANLEY CHINA A SH FD COM 617468103 2 218,000 SH   SOLE   218,000 0 0
PLANET FITNESS INC CL A 72703H101 280 8,076 SH   SOLE   8,076 0 0
QUDIAN INC ADR 747798106 50 4,000 SH   SOLE   4,000 0 0
RENT A CTR INC NEW COM 76009N100 2,757 248,400 SH   SOLE   248,400 0 0
SEA LTD ADR 81141R100 333 25,000 SH   SOLE   25,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 154 1,247 SH Call SOLE   1,247 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 371 3,000 SH Call SOLE   3,000 0 0
STRATUS PPTYS INC COM NEW 863167201 33,420 1,125,265 SH   SOLE   1,125,265 0 0