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

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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
ALLIANCE DATA SYSTEMS CORP COM 018581108 58,441 247,465 SH   SOLE   247,465 0 0
BAIDU INC SPON ADR REP A 056752108 40,865 178,700 SH   SOLE   178,700 0 0
CREDIT ACCEP CORP MICH COM 225310101 99,769 227,747 SH   SOLE   227,747 0 0
FACEBOOK INC CL A 30303M102 59,469 361,600 SH   SOLE   361,600 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 35,100 1,020,335 SH   SOLE   1,020,335 0 0
OLD DOMINION FGHT LINES INC COM 679580100 16,754 103,894 SH   SOLE   103,894 0 0
RMR GROUP INC CL A 74967R106 14,438 155,583 SH   SOLE   155,583 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 8,499 8,311,000 SH   SOLE   8,311,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 35,229 768,859 SH   SOLE   768,859 0 0