The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMBEV SA | SPONSORED ADR | 02319V103 | 5,187 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ATMEL CORP | COM | 049513104 | 4,356 | 521,100 | SH | SOLE | 521,100 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,523 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 5,376 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 3,270 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 3,675 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 2,017 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,004 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 1,269 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 3,867 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GIANT INTERACTIVE GROUP INC | ADR | 374511103 | 5,785 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ISHARES | MSCI EMG MKT ETF | 464287234 | 20,505 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 1,320 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 4,522 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 4,756 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| MORGAN STANLEY | COM NEW | 617446448 | 3,117 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| QUIKSILVER INC | COM | 74838C106 | 5,535 | 737,000 | SH | SOLE | 737,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 5,151 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 10,905 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 18,473 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 5,487 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 13,066 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 7,711 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 7,010 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |