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
Estimated average burden
hours per response: 23.8

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 59,493 339,997 SH   SOLE   339,997 0 0
ALPHABET INC CAP STK CL C 02079K107 83,106 70,830 SH   SOLE   70,830 0 0
BAIDU INC SPON ADR REP A 056752108 42,094 255,350 SH   SOLE   255,350 0 0
CREDIT ACCEP CORP MICH COM 225310101 131,262 290,447 SH   SOLE   290,447 0 0
FACEBOOK INC CL A 30303M102 114,641 687,750 SH   SOLE   687,750 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 43,956 1,287,135 SH   SOLE   1,287,135 0 0
RMR GROUP INC CL A 74967R106 9,364 153,560 SH   SOLE   153,560 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 12,234 11,185,000 SH   SOLE   11,185,000 0 0