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
ALLY FINL INC COM 02005N100 8,320 250,898 SH   SOLE 250,898 0 0
ALPHABET INC CAP STK CL C 02079K107 16,456 13,500 SH   SOLE 13,500 0 0
BAIDU INC SPON ADR REP A 056752108 5,702 55,490 SH   SOLE 55,490 0 0
BANK AMER CORP COM 060505104 2,917 100,000 SH   SOLE 100,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,430 11 SH   SOLE 11 0 0
CHEMOURS CO COM 163851108 214 14,325 SH   SOLE 14,325 0 0
CROWN HOLDINGS INC COM 228368106 10,867 164,500 SH   SOLE 164,500 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 2,150 73,399 SH   SOLE 73,399 0 0
EAGLE BANCORP INC MD COM 268948106 897 20,100 SH   SOLE 20,100 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,130 53,044 SH   SOLE 53,044 0 0
FACEBOOK INC CL A 30303M102 7,782 43,700 SH   SOLE 43,700 0 0
HOSTESS BRANDS INC CL A 44109J106 1,528 109,270 SH   SOLE 109,270 0 0
JPMORGAN CHASE & CO COM 46625H100 588 5,000 SH   SOLE 5,000 0 0
LKQ CORP COM 501889208 1,203 38,267 SH   SOLE 38,267 0 0
PACWEST BANCORP DEL COM 695263103 1,181 32,500 SH   SOLE 32,500 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 438 13,200 SH   SOLE 13,200 0 0
SYMANTEC CORP COM 871503108 1,556 65,842 SH   SOLE 65,842 0 0
WEIBO CORP SPONSORED ADR 948596101 877 19,600 SH   SOLE 19,600 0 0
WELLS FARGO CO NEW COM 949746101 1,342 26,600 SH   SOLE 26,600 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,267 27,500 SH   SOLE 27,500 0 0
ZOVIO INC COM 98979V102 106 53,661 SH   SOLE 53,661 0 0