The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 5,613 | 4,800 | SH | DFND | 4,800 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR BABA US | SPONSORED ADS | 01609W102 | 76,386 | 443,000 | SH | DFND | 443,000 | 0 | 0 | ||
| BAOZUN INC-SPN ADR BZUN US | SPONSORED ADR | 06684L103 | 33,950 | 1,075,739 | SH | DFND | 1,075,739 | 0 | 0 | ||
| DISCOVERY COMMUNICATIONS-A DISCA US | COM SER A | 25470F104 | 3,075 | 137,400 | SH | DFND | 137,400 | 0 | 0 | ||
| NEW ORIENTAL EDUCATIO-SP ADR EDU US | SPON ADR | 647581107 | 16,525 | 175,800 | SH | DFND | 175,800 | 0 | 0 | ||
| GILEAD SCIENCES INC GILD US | COM | 375558103 | 8,009 | 111,800 | SH | DFND | 111,800 | 0 | 0 | ||
| ALPHABET INC-CL C GOOG US | CAP STK CL C | 02079K107 | 732 | 700 | SH | DFND | 700 | 0 | 0 | ||
| L BRANDS INC LB US | COM | 501797104 | 3,878 | 64,400 | SH | DFND | 64,400 | 0 | 0 | ||
| MACY'S INC M US | COM | 55616P104 | 1,262 | 50,100 | SH | DFND | 50,100 | 0 | 0 | ||
| NIKE INC -CL B NKE US | CL B | 654106103 | 519 | 8,300 | SH | DFND | 8,300 | 0 | 0 | ||
| NETEASE INC-ADR NTES US | SPONSORED ADR | 64110W102 | 3,140 | 9,100 | SH | DFND | 9,100 | 0 | 0 | ||
| POTASH CORP OF SASKATCHEWAN POT US | COM | 73755L107 | 2,141 | 103,700 | SH | DFND | 103,700 | 0 | 0 | ||
| SNAP INC - A SNAP US | CL A | 83304A106 | 7,986 | 546,600 | SH | DFND | 546,600 | 0 | 0 | ||
| SOGOU INC-ADR SOGO US | ADR REPSTG A | 83409V104 | 18,038 | 1,559,000 | SH | DFND | 1,559,000 | 0 | 0 | ||
| TAL EDUCATION GROUP- ADR TAL US | SPONSORED ADS | 874080104 | 78,738 | 2,650,232 | SH | DFND | 2,650,232 | 0 | 0 | ||
| TESLA INC TSLA US | COM | 88160R101 | 8,002 | 25,700 | SH | DFND | 25,700 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTE VRX US | COM | 91911K102 | 1,074 | 51,700 | SH | DFND | 51,700 | 0 | 0 | ||