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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESEARCH INC COM CL A 00108J109 1,004 33,905 SH   SOLE   33,905 0 0
ALTRIA GROUP INC COM 02209S103 1,392 36,000 SH   SOLE   36,000 0 0
APPLE INC COM 037833100 2,225 8,750 SH   SOLE   8,750 0 0
BAOZUN INC SPONSORED ADR 06684L103 3,705 132,600 SH   SOLE   132,600 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 5,691 547,775 SH   SOLE   547,775 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,213 50,000 SH   SOLE   50,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 721 39,321 SH   SOLE   39,321 0 0
DISNEY WALT CO COM DISNEY 254687106 6,665 69,000 SH   SOLE   69,000 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101 178 100,100 SH   SOLE   100,100 0 0
GLOBAL CORD BLOOD CORPORATIO SHS G39342103 2,309 726,129 SH   SOLE   726,129 0 0
HAWAIIAN HOLDINGS INC COM 419879101 4,072 390,000 SH   SOLE   390,000 0 0
HUYA INC ADS REP SHS A 44852D108 170 10,000 SH   SOLE   10,000 0 0
HYATT HOTELS CORP COM CL A 448579102 724 15,108 SH   SOLE   15,108 0 0
JACK IN THE BOX INC COM 466367109 1,028 29,325 SH   SOLE   29,325 0 0
JAKKS PAC INC COM 47012E106 297 852,403 SH   SOLE   852,403 0 0
JAPAN SMALLER CAPITALIZATION COM 47109U104 758 107,552 SH   SOLE   107,552 0 0
JETBLUE AWYS CORP COM 477143101 641 71,619 SH   SOLE   71,619 0 0
JONES LANG LASALLE INC COM 48020Q107 6,067 60,084 SH   SOLE   60,084 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 4,436 500,100 SH   SOLE   500,100 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 3,114 746,710 SH   SOLE   746,710 0 0
MARRIOTT INTL INC NEW CL A 571903202 678 9,063 SH   SOLE   9,063 0 0
MGM RESORTS INTERNATIONAL COM 552953101 842 71,394 SH   SOLE   71,394 0 0
MICRON TECHNOLOGY INC COM 595112103 219 5,200 SH   SOLE   5,200 0 0
MOMO INC ADR 60879B107 111 5,100 SH   SOLE   5,100 0 0
MOMO INC NOTE 1.250% 7/0 60879BAB3 1,437 1,800,000 PRN   SOLE   0 0 0
MORGAN STANLEY CHINA A SH FD COM 617468103 3,839 211,885 SH   SOLE   211,885 0 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 495 60,000 SH   SOLE   60,000 0 0
NIKE INC CL B 654106103 2,979 36,000 SH   SOLE   36,000 0 0
NIO INC SPON ADS 62914V106 119 42,963 SH Put SOLE   42,963 0 0
NIO INC SPON ADS 62914V106 3,825 1,376,000 SH   SOLE   1,376,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 143 11,494 SH Call SOLE   11,494 0 0
PLANET FITNESS INC CL A 72703H101 938 19,266 SH   SOLE   19,266 0 0
RLJ LODGING TR COM 74965L101 942 121,971 SH   SOLE   121,971 0 0
SHAKE SHACK INC CL A 819047101 566 15,000 SH   SOLE   15,000 0 0
SHOPIFY INC CL A 82509L107 4,169 10,000 SH   SOLE   10,000 0 0
SONY CORP SPONSORED ADR 835699307 237 4,000 SH Put SOLE   4,000 0 0
SONY CORP SPONSORED ADR 835699307 23,314 393,946 SH   SOLE   393,946 0 0
STARBUCKS CORP COM 855244109 4,273 65,000 SH   SOLE   65,000 0 0
STRATUS PPTYS INC COM NEW 863167201 19,867 1,123,065 SH   SOLE   1,123,065 0 0
SYSCO CORP COM 871829107 887 19,446 SH   SOLE   19,446 0 0
US FOODS HLDG CORP COM 912008109 979 55,299 SH   SOLE   55,299 0 0
YOUDAO INC SPONSORED ADS 98741T104 440 20,906 SH   SOLE   20,906 0 0