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
Alibaba Group HLDG LTD SPONSORED ADS 01609W102 48 1,437,860 SH   SOLE   1,437,860 0 0
Alibaba Group HLDG LTD SPONSORED ADS 01609W102 1,963,413 12,537,698 SH   SOLE   12,537,698 0 0
ANALOG DEVICES INC COM 032654105 754 8,822 SH   SOLE   8,822 0 0
Apple INC COM 037833100 8,983 57,496 SH   SOLE   57,496 0 0
Apple INC COM 037833100 2,128 1,789 SH   SOLE   1,789 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 3,388 48,222 SH   SOLE   48,222 0 0
Broadcom Ltd COM 11135F101 1,093 4,311 SH   SOLE   4,311 0 0
Constellium NV CL A N22035104 17,709 2,574,002 SH   SOLE   2,574,002 0 0
Mastercard Incorporated CL A 57636Q104 418 2,245 SH   SOLE   2,245 0 0
Maxim Integrated Products COM 57772K101 2,754 54,928 SH   SOLE   54,928 0 0
MICRON TECHNOLOGY INC COM 595112103 1,007 3,241 SH   SOLE   3,241 0 0
MICRON TECHNOLOGY INC COM 595112103 6,067 192,177 SH   SOLE   192,177 0 0
MICROSOFT CORP COM 594918104 5,769 57,461 SH   SOLE   57,461 0 0
NETFLIX INC COM 64110L106 1,777 972 SH   SOLE   972 0 0
NETFLIX INC COM 64110L106 2,465 9,627 SH   SOLE   9,627 0 0
Texas Instrs INC COM 882508104 4,184 44,604 SH   SOLE   44,604 0 0
Twenty First Centy Fox INC CL B 90130A200 111,549 2,342,487 SH   SOLE   2,342,487 0 0
Walt Disney Co COM DISNEY 254687106 308 9,276 SH   SOLE   9,276 0 0
Walt Disney Co COM DISNEY 254687106 2,678 24,957 SH   SOLE   24,957 0 0