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
ALLIANCE DATA SYSTEMS CORP COM 018581108 55,848 372,121 SH   SOLE   372,121 0 0
BAIDU INC SPON ADR REP A 056752108 60,189 379,500 SH   SOLE   379,500 0 0
CREDIT ACCEP CORP MICH COM 225310101 88,052 230,647 SH   SOLE   230,647 0 0
FACEBOOK INC CL A 30303M102 74,072 565,050 SH   SOLE   565,050 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 32,712 1,020,335 SH   SOLE   1,020,335 0 0
RMR GROUP INC CL A 74967R106 8,151 153,560 SH   SOLE   153,560 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 13,599 11,185,000 SH   SOLE   11,185,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 36,736 768,859 SH   SOLE   768,859 0 0