The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 49,706 | 387,936 | SH | SOLE | 387,936 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 123,464 | 101,283 | SH | SOLE | 101,283 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 26,457 | 257,460 | SH | SOLE | 257,460 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 18,679 | 151,565 | SH | SOLE | 151,565 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 149,179 | 323,382 | SH | SOLE | 323,382 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 133,666 | 750,596 | SH | SOLE | 750,596 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 36,135 | 1,456,192 | SH | SOLE | 1,456,192 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 14,541 | 85,550 | SH | SOLE | 85,550 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 7,714 | 169,606 | SH | SOLE | 169,606 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 36,854 | 1,190,760 | SH | SOLE | 1,190,760 | 0 | 0 | ||
| TESLA INC | NOTE 2.375% 3/1 | 88160RAD3 | 11,372 | 11,185,000 | SH | SOLE | 11,185,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 49,024 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||