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
AMAZON.COM INC AMZN US COM 023135106 7,536 8,500 SH   DFND   8,500 0 0
AUTOHOME INC-ADR ATHM US SP ADR RP CL A 05278C107 1,347 42,400 SH   DFND   42,400 0 0
BITAUTO HOLDINGS LTD-ADR BITA US SPONSORED ADS 091727107 348 13,600 SH   DFND   13,600 0 0
CAMECO CORP CCJ US COM 13321L108 4,397 397,200 SH   DFND   397,200 0 0
CHEETAH MOBILE INC - ADR CMCM US ADR 163075104 1,860 173,200 SH   DFND   173,200 0 0
CHIPOTLE MEXICAN GRILL INC CMG US COM 169656105 4,901 11,000 SH   DFND   11,000 0 0
NEW ORIENTAL EDUCATIO-SP ADR EDU US SPON ADR 647581107 11,109 183,978 SH   DFND   183,978 0 0
GILEAD SCIENCES INC GILD US COM 375558103 2,588 38,100 SH   DFND   38,100 0 0
ALPHABET INC-CL C GOOG US CAP STK CL C 02079K107 705 850 SH   DFND   850 0 0
MACY'S INC M US COM 55616P104 5,421 182,900 SH   DFND   182,900 0 0
NETEASE INC-ADR NTES US SPONSORED ADR 64110W102 39,801 140,145 SH   DFND   140,145 0 0
TAL EDUCATION GROUP- ADR TAL US ADS REPSTG COM 874080104 49,485 464,347 SH   DFND   464,347 0 0
TESLA INC TSLA US COM 88160R101 2,533 9,100 SH   DFND   9,100 0 0
TWITTER INC TWTR US COM 90184L102 4,486 300,100 SH   DFND   300,100 0 0
UNDER ARMOUR INC-CLASS C UA US CL C 904311206 655 35,800 SH   DFND   35,800 0 0
WEIBO CORP-SPON ADR WB US SPONSORED ADR 948596101 1,967 37,700 SH   DFND   37,700 0 0