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 |
| AXON ENTERPRISE INC | COM | 05464C101 | 822 | 31,000 | SH | DFND | 1 | 31,000 | 0 | 0 | |
| BALLARD PWR SYS INC NEW | COM | 058586108 | 5,524 | 1,252,641 | SH | DFND | 1 | 1,252,641 | 0 | 0 | |
| BAOZUN INC | SPONSORED ADR | 06684L103 | 14,808 | 469,200 | SH | DFND | 1 | 469,200 | 0 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 26,082 | 1,341,668 | SH | DFND | 1 | 1,341,668 | 0 | 0 | |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 17,208 | 545,246 | SH | DFND | 1 | 545,246 | 0 | 0 | |
| CHINA LODGING GROUP LTD | SPONSORED ADR | 16949N109 | 35,872 | 248,367 | SH | DFND | 1 | 248,367 | 0 | 0 | |
| DENBURY RES INC | COM NEW | 247916208 | 484 | 218,825 | SH | DFND | 1 | 218,825 | 0 | 0 | |
| GNC HLDGS INC | COM CL A | 36191G107 | 19,310 | 5,233,111 | SH | DFND | 1 | 5,233,111 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 54,572 | 1,149,600 | SH | DFND | 1 | 1,149,600 | 0 | 0 | |
| JUMEI INTL HLDG LTD | SPONSORED ADR | 48138L107 | 11,755 | 4,025,744 | SH | DFND | 1 | 4,025,744 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 44,111 | 732,500 | SH | DFND | 1 | 732,500 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 5,764 | 45,300 | SH | DFND | 1 | 45,300 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 29,062 | 369,800 | SH | DFND | 1 | 369,800 | 0 | 0 | |
| MOMO INC | ADR | 60879B107 | 5,141 | 210,000 | SH | DFND | 1 | 210,000 | 0 | 0 | |
| QUDIAN INC | ADR | 747798106 | 16,069 | 1,281,433 | SH | DFND | 1 | 1,281,433 | 0 | 0 | |
| SOGOU INC | ADR REPSTG A | 83409V104 | 868 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 15,649 | 353,800 | SH | DFND | 1 | 353,800 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 77,622 | 3,340,000 | SH | DFND | 1 | 3,340,000 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 6,657 | 568,000 | SH | DFND | 1 | 568,000 | 0 | 0 | |