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
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,365 65,000 SH   SOLE   65,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 15,891 300,000 SH   SOLE   300,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 327 16,074 SH   SOLE   16,074 0 0
ABM INDS INC COM 000957100 7,533 225,000 SH   SOLE   225,000 0 0
AEGON N V NY REGISTRY SH 007924103 19,565 2,902,346 SH   SOLE   2,902,346 0 0
ALTABA INC COM 021346101 61,009 824,000 SH   SOLE   824,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,082 75,000 SH   SOLE   75,000 0 0
APPLE INC COM 037833100 3 20 SH   SOLE   20 0 0
AVIS BUDGET GROUP COM 053774105 19 400 SH   SOLE   400 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 139,560 3,226,912 SH   SOLE   3,226,912 0 0
BLACKLINE INC COM 09239B109 5,996 152,922 SH   SOLE   152,922 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 23,434 235,000 SH   SOLE   235,000 0 0
CAESARS ENTMT CORP COM 127686103 1,294 115,000 SH   SOLE   115,000 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 4,829 173,154 SH   SOLE   173,154 0 0
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 3,799 276,047 SH   SOLE   276,047 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 1,814 143,800 SH   SOLE   143,800 0 0
COMCAST CORP NEW CL A 20030N101 3,417 100,000 SH   SOLE   100,000 0 0
COTIVITI HLDGS INC COM 22164K101 2,583 75,000 SH   SOLE   75,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 3,736 191,388 SH   SOLE   191,388 0 0
DISH NETWORK CORP CL A 25470M109 3,789 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 5,593 35,000 SH   SOLE   35,000 0 0
FINISAR CORP COM NEW 31787A507 870 55,000 SH   SOLE   55,000 0 0
GENERAL ELECTRIC CO COM 369604103 2,022 150,000 SH   SOLE   150,000 0 0
GENERAL MLS INC COM 370334104 2,307 51,200 SH   SOLE   51,200 0 0
GENERAL MTRS CO COM 37045V100 5,814 160,000 SH   SOLE   160,000 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS ADDED 39579V100 10,841 850,236 SH   SOLE   850,236 0 0
HOULIHAN LOKEY INC CL A 441593100 2,676 60,000 SH   SOLE   60,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 3,007 171,831 SH   SOLE   171,831 0 0
IQIYI INC SPONSORED ADS ADDED 46267X108 4,665 300,000 SH   SOLE   300,000 0 0
KEANE GROUP INC COM 48669A108 1,110 75,000 SH   SOLE   75,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,264 30,000 SH   SOLE   30,000 0 0
METLIFE INC COM 59156R108 9 200 SH   SOLE   200 0 0
MICROSOFT CORP COM 594918104 3,194 35,000 SH   SOLE   35,000 0 0
MONDELEZ INTL INC CL A 609207105 4,069 97,500 SH   SOLE   97,500 0 0
PROGRESS SOFTWARE CORP COM 743312100 1,461 38,000 SH   SOLE   38,000 0 0
RESTORBIO INC COM ADDED 76133L103 1,964 205,007 SH   SOLE   205,007 0 0
SNAP INC CL A 83304A106 992 62,500 SH   SOLE   62,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 16,921 394,178 SH   SOLE   394,178 0 0
TIME WARNER INC COM NEW 887317303 15,452 163,374 SH   SOLE   163,374 0 0
UNDER ARMOUR INC CL C 904311206 5,094 355,000 SH   SOLE   355,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1,671 70,000 SH   SOLE   70,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 2,613 41,000 SH   SOLE   41,000 0 0
ZAI LAB LTD ADR 98887Q104 8,220 385,000 SH   SOLE   385,000 0 0