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
APPLIED OPTOELECTRONICS INC COM 03823U102 1,051 23,400 SH   DFND 1 23,400 0 0
BARRICK GOLD CORP COM 067901108 17,785 1,354,500 SH   DFND 1 1,354,500 0 0
ENSCO PLC SHS CLASS A G3157S106 68,861 9,485,025 SH   DFND 1 9,485,025 0 0
LAUDER ESTEE COS INC CL A 518439104 713 5,000 SH   DFND 1 5,000 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 24,648 587,003 SH   DFND 1 587,003 0 0
INTREXON CORP COM 46122T102 1,046 75,000 SH   DFND 1 75,000 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 5,230 2,027,194 SH   DFND 1 2,027,194 0 0
MOMO INC ADR 60879B107 27,070 622,308 SH   DFND 1 622,308 0 0
NETEASE INC SPONSORED ADR 64110W102 49,220 194,800 SH   DFND 1 194,800 0 0
TAPESTRY INC COM 876030107 44,147 945,129 SH   DFND 1 945,129 0 0
TIFFANY & CO NEW COM 886547108 8,554 65,000 SH   DFND 1 65,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 52,095 3,876,128 SH   DFND 1 3,876,128 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 246,606 11,053,600 SH   DFND 1 11,053,600 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 402,306 18,032,542 SH Call DFND 1 18,032,542 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 29,155 1,109,808 SH   DFND 1 1,109,808 0 0