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
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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
ALLIANCE DATA SYSTEMS CORP COM 018581108 45,647 325,746 SH   SOLE   325,746 0 0
ALPHABET INC CAP STK CL C 02079K107 95,244 88,115 SH   SOLE   88,115 0 0
BAIDU INC SPON ADR REP A 056752108 24,135 205,650 SH   SOLE   205,650 0 0
CREDIT ACCEP CORP MICH COM 225310101 146,341 302,464 SH   SOLE   302,464 0 0
FACEBOOK INC CL A 30303M102 133,068 689,470 SH   SOLE   689,470 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 38,842 1,290,855 SH   SOLE   1,290,855 0 0
RMR GROUP INC CL A 74967R106 7,214 153,560 SH   SOLE   153,560 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 11,047 11,185,000 SH   SOLE   11,185,000 0 0