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 37,341 448,600 SH   SOLE 448,600 0 0
APPLE INC COM 037833100 45,069 362,200 SH   SOLE 362,200 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 28,394 645,759 SH   SOLE 645,759 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 11,266 221,415 SH   SOLE 221,415 0 0
EOG RES INC COM 26875P101 17,843 194,600 SH   SOLE 194,600 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 23,646 1,090,700 SH   SOLE 1,090,700 0 0
MASONITE INTL CORP NEW COM 575385109 36,347 540,400 SH   SOLE 540,400 0 0
OASIS PETE INC NEW COM 674215108 18,476 1,299,300 SH   SOLE 1,299,300 0 0
ORGANOVO HLDGS INC COM 68620A104 4,712 1,331,164 SH   SOLE 1,331,164 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 23,953 494,786 SH   SOLE 494,786 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 23,593 167,289 SH   SOLE 167,289 0 0