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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,906 448,600 SH   SOLE 448,600 0 0
APPLE INC COM 037833100 28,572 227,800 SH   SOLE 227,800 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 15,818 312,989 SH   SOLE 312,989 0 0
FITBIT INC CL A 33812L102 1,912 50,000 SH   SOLE 50,000 0 0
FMSA HLDGS INC COM 30255X106 7,048 860,531 SH   SOLE 860,531 0 0
GREENBRIER COS INC PUT 393657951 14,055 300,000 SH Put SOLE 300,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 19,763 1,090,700 SH   SOLE 1,090,700 0 0
ISHARES TR PUT 464287955 87,402 700,000 SH Put SOLE 700,000 0 0
MASONITE INTL CORP NEW COM 575385109 36,401 519,200 SH   SOLE 519,200 0 0
OASIS PETE INC NEW COM 674215108 23,414 1,477,200 SH   SOLE 1,477,200 0 0
ORGANOVO HLDGS INC COM 68620A104 6,810 1,806,377 SH   SOLE 1,806,377 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 22,191 494,786 SH   SOLE 494,786 0 0
SOLARCITY CORP COM 83416T100 10,924 204,000 SH   SOLE 204,000 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 24,038 167,289 SH   SOLE 167,289 0 0