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 |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 9,840 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 2,809 | 42,210 | SH | SOLE | 42,210 | 0 | 0 | ||
| NEURODERM LTD | ORD SHS | M74231107 | 5,939 | 152,676 | SH | SOLE | 152,676 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 75 | 6,216 | SH | SOLE | 6,216 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 157 | 8,795 | SH | SOLE | 8,795 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 17,367 | 153,571 | SH | SOLE | 153,571 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,591 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 18,878 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 2,605 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AVERY DENNISON CORP | COM | 053611109 | 2,459 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 15 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| BEMIS INC | COM | 081437105 | 18 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 1,271 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 937 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 1,091 | 28,800 | SH | SOLE | 28,800 | 0 | 0 | ||
| CALGON CARBON CORP | COM | 129603106 | 595 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 1,541 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 1,895 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CELANESE CORP DEL | COM SER A | 150870103 | 1,793 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 9,332 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 3,118 | 61,525 | SH | SOLE | 61,525 | 0 | 0 | ||
| CHINA UNICOM (HONG KONG) LTD | SPONSORED ADR | 16945R104 | 8,131 | 584,675 | SH | SOLE | 584,675 | 0 | 0 | ||
| CHINA RAPID FIN LTD | SPONSORED ADR | 16953Q105 | 1,483 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 15,082 | 183,972 | SH | SOLE | 183,972 | 0 | 0 | ||
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 1,922 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 1,672 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| FORTRESS INVESTMENT GROUP LL | CL A | 34958B106 | 15,103 | 1,895,042 | SH | SOLE | 1,895,042 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 1,932 | 53,910 | SH | SOLE | 53,910 | 0 | 0 | ||
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | 10,810 | 220,560 | SH | SOLE | 220,560 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 10,831 | 770,128 | SH | SOLE | 770,128 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 21 | 500 | SH | SOLE | 500 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 54 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 678 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 1,651 | 34,600 | SH | SOLE | 34,600 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 2,587 | 82,546 | SH | SOLE | 82,546 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 7,657 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 626 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| PAYLOCITY HLDG CORP | COM | 70438V106 | 2,441 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,363 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 2,142 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 5,038 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 4,992 | 48,177 | SH | SOLE | 48,177 | 0 | 0 | ||
| SPDR S&P 500 | ETF TR TR UNIT | 78462F103 | 25 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 5,810 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 9,460 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 39,736 | 387,855 | SH | SOLE | 387,855 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 1,193 | 8,600 | SH | SOLE | 8,600 | 0 | 0 | ||
| VEON LTD | SPONSORED ADR | 91822M106 | 5,216 | 1,247,900 | SH | SOLE | 1,247,900 | 0 | 0 | ||
| VANECK VECTORS | ETF TR OIL SVCS ETF | 92189F718 | 782 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ZAI LAB LTD | ADR ADDED | 98887Q104 | 6,125 | 226,857 | SH | SOLE | 226,857 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 1,083 | 77,165 | SH | SOLE | 77,165 | 0 | 0 | ||