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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
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 1,897 903,600 SH   SOLE   903,600 0 0
MOSAIC CO NEW COM 61945C103 76,179 1,938,900 SH   SOLE   1,938,900 0 0
SEA LTD SPONSORD ADS 81141R100 29,820 133,300 SH   SOLE   133,300 0 0
UNDER ARMOUR INC CL A 904311107 11,586 546,800 SH   SOLE   546,800 0 0