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
ACADIA HEALTHCARE CO INC COM 00404A109 2,630 102,300 SH   SOLE   102,300 0 0
BUNGE LIMITED COM G16962105 4,815 90,100 SH   SOLE   90,100 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 8,891 486,400 SH   SOLE   486,400 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 12,085 159,200 SH   SOLE   159,200 0 0
GENWORTH FINL INC COM CL A 37247D106 10,914 2,342,100 SH   SOLE   2,342,100 0 0
NAKED BRAND GROUP LIMITED ORD SHS Q6519T109 1,116 1,333,334 SH   SOLE   1,333,334 0 0
SHIRE PLC SPONSORED ADR 82481R106 4,473 25,700 SH   SOLE   25,700 0 0
SOHU COM LTD SPONSORED ADS 83410S108 4,900 281,300 SH   SOLE   281,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F903 20,493 82,000 SH Call SOLE   82,000 0 0
YUM CHINA HLDGS INC COM 98850P109 9,321 278,000 SH   SOLE   278,000 0 0