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 COMPANY IN COM 00404A109 3,171 108,200 SH   SOLE   108,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W902 14,049 77,000 SH Call SOLE   77,000 0 0
BEMIS CO INC COM 081437105 26,231 472,803 SH   SOLE   472,803 0 0
BUNGE LIMITED COM G16962105 7,126 134,271 SH   SOLE   134,271 0 0
CELGENE CORP COM 151020104 15,802 167,500 SH   SOLE   167,500 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 8,589 502,300 SH   SOLE   502,300 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 15,011 164,500 SH   SOLE   164,500 0 0
GDS HLDGS LTD DEBT 2.000% 6/0 G3902LAA7 2,920 3,000,000 PRN   SOLE   3,000,000 0 0
GENWORTH FINL INC COM CL A 37247D106 10,252 2,676,800 SH   SOLE   2,676,800 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 2,711 120,000 SH   SOLE   120,000 0 0
NAKED BRAND GROUP LIMITED ORD SHS Q6519T109 667 2,118,432 SH   SOLE   2,118,432 0 0
RED HAT INC COM 756577102 21,741 119,000 SH   SOLE   119,000 0 0
SEA LTD SPONSORED ADS 81141R100 1,679 71,400 SH   SOLE   71,400 0 0
SOHU COM LTD SPONSORED ADS 83410S108 4,883 294,500 SH   SOLE   294,500 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 2,635 129,371 SH   SOLE   129,371 0 0
YUM CHINA HLDGS INC COM 98850P109 7,994 178,000 SH   SOLE   178,000 0 0