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

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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 48,088 67,300 SH   DFND 1 67,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,282 216,700 SH   DFND 1 216,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 5,309 43,800 SH   DFND 1 43,800 0 0
CARGURUS INC COM 141788109 3 100 SH   DFND 1 100 0 0
CREE INC COM 225447101 20 400 SH   DFND 1 400 0 0
DISNEY WALT CO COM DISNEY 254687106 3,271 10,100 SH   DFND 1 10,100 0 0
GODADDY INC CL A 380237107 11,012 131,900 SH   DFND 1 131,900 0 0
BARRICK GOLD CORPORATION COM 067901108 11,148 643,300 SH   DFND 1 643,300 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 963 29,150 SH   DFND 1 29,150 0 0
IPG PHOTONICS CORP COM 44980X109 529 3,900 SH   DFND 1 3,900 0 0
IQIYI INC SPONSORED ADS 46267X108 3,707 229,800 SH   DFND 1 229,800 0 0
MOMO INC ADR 60879B107 17,348 375,160 SH   DFND 1 375,160 0 0
PHILIP MORRIS INTL INC COM 718172109 5,856 28,200 SH   DFND 1 28,200 0 0
PTC INC COM 69370C100 2,217 32,520 SH   DFND 1 32,520 0 0
PAYPAL HLDGS INC COM 70450Y103 2,106 20,330 SH   DFND 1 20,330 0 0