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 |
| 51JOB INC | 51JOB INC | 316827104 | 760 | 9,607 | SH | SOLE | 9,607 | 0 | 0 | ||
| ACCENTURE PLC | ACCENTURE PLC | G1151C101 | 157 | 850 | SH | SOLE | 850 | 0 | 0 | ||
| ADOBE INC | ADOBE SYSTEMS INC | 00724F101 | 1,489 | 5,351 | SH | SOLE | 5,351 | 0 | 0 | ||
| ADT INC | ADT INC | 00090Q103 | 2,437 | 370,400 | SH | SOLE | 370,400 | 0 | 0 | ||
| ALIBABA GROUP HOLDING LTD | ALIBABA GROUP | 01609W102 | 4,836 | 27,964 | SH | SOLE | 27,964 | 0 | 0 | ||
| ALPHABET INC | ALPHABET - A | 02079K305 | 4,340 | 3,570 | SH | SOLE | 3,570 | 0 | 0 | ||
| AMAZON.COM INC | AMAZON.COM | 023135106 | 320 | 185 | SH | SOLE | 185 | 0 | 0 | ||
| BAIDU INC | BAIDU INC | 056752108 | 876 | 8,373 | SH | SOLE | 8,373 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY | 084670702 | 124 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| BEST BUY CO INC | BEST BUY | 086516101 | 3,114 | 44,791 | SH | SOLE | 44,791 | 0 | 0 | ||
| CITIGROUP INC | CITIGROUP | 172967424 | 105 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL LTD | CTRIP.COM-ADR | 22943F100 | 974 | 31,860 | SH | SOLE | 31,860 | 0 | 0 | ||
| DIAMOND EAGLE ACQUISITION CORP | DIAMOND EAGLE ACQ CL A | 25258L109 | 5,643 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| DIAMOND EAGLE ACQUISIT-CL A | DIAMOND EAGLE ACQ CW26 | 25258L117 | 202 | 213,333 | SH | SOLE | 213,333 | 0 | 0 | ||
| FERRARI NV | FERRARI | N3167Y103 | 4,586 | 29,689 | SH | SOLE | 29,689 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES NV | FIAT INVESTMENT NV | N31738102 | 301 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| FIRST REPUBLIC BANK/CA | FIRST REPUBLIC | 33616C100 | 6,811 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INTERXION HOLDING NV | INTERXION HOLDING NV | N47279109 | 13,525 | 160,975 | SH | SOLE | 160,975 | 0 | 0 | ||
| JD.COM INC | JD.COM INC | 47215P106 | 1,027 | 34,589 | SH | SOLE | 34,589 | 0 | 0 | ||
| LINDE PLC | LINDE PLC | G5494J103 | 5,121 | 26,125 | SH | SOLE | 26,125 | 0 | 0 | ||
| MASTERCARD INC | MASTERCARD | 57636Q104 | 6,070 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| MICROSOFT CORP | MICROSOFT | 594918104 | 1,535 | 10,994 | SH | SOLE | 10,994 | 0 | 0 | ||
| NEBULA ACQUISITION CORP | NEBULA ACQUISITION CORPORATION | 629076100 | 5,655 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| NEBULA ACQUISITION CORP-CL A | NEBULA ACQUISITION W311224 | 629076118 | 816 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| NEW ORIENTAL EDUCATION & TECHN | NEW ORIENTAL ADR | 647581107 | 430 | 3,817 | SH | SOLE | 3,817 | 0 | 0 | ||
| NOMAD FOODS LTD | NOMAD FOODS | G6564A105 | 7,947 | 391,900 | SH | SOLE | 391,900 | 0 | 0 | ||
| PARK HOTELS & RESORTS INC | PARK HOTELS ET RESORTS | 700517105 | 4,500 | 189,900 | SH | SOLE | 189,900 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | PAYPAL HOLDINGS INC | 70450Y103 | 264 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
| QIAGEN NV | QIAGEN NV | N72482123 | 38,345 | 1,410,503 | SH | SOLE | 1,410,503 | 0 | 0 | ||
| SALESFORCE.COM INC | SALESFORCE.COM | 79466L302 | 14,363 | 96,162 | SH | SOLE | 96,162 | 0 | 0 | ||
| TORONTO-DOMINION BANK/THE | TD BANK | 891160509 | 8,659 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| WALT DISNEY CO/THE | THE WALT DISNEY COMPANY | 254687106 | 19,893 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | THERMO FISHER | 883556102 | 8,968 | 31,619 | SH | SOLE | 31,619 | 0 | 0 | ||
| TPI COMPOSITES INC | TPI COMPOSITES | 87266J104 | 3,224 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | VERISK | 92345Y106 | 3,133 | 19,944 | SH | SOLE | 19,944 | 0 | 0 | ||
| VISA INC | VISA | 92826C839 | 6,954 | 39,280 | SH | SOLE | 39,280 | 0 | 0 | ||
| YUM CHINA HOLDINGS INC | YUM CHINA | 98850P109 | 968 | 21,766 | SH | SOLE | 21,766 | 0 | 0 | ||