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 | 1,033 | 12,907 | SH | SOLE | 12,907 | 0 | 0 | ||
| ACCENTURE PLC | ACCENTURE PLC | G1151C101 | 233 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| ADOBE INC | ADOBE SYSTEMS INC | 00724F101 | 200 | 650 | SH | SOLE | 650 | 0 | 0 | ||
| ADT INC | ADT INC | 00090Q103 | 6,030 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING LTD | ALIBABA GROUP | 01609W102 | 4,817 | 27,684 | SH | SOLE | 27,684 | 0 | 0 | ||
| ALPHABET INC | ALPHABET - A | 02079K305 | 3,203 | 2,812 | SH | SOLE | 2,812 | 0 | 0 | ||
| AMAZON.COM INC | AMAZON.COM | 023135106 | 277 | 140 | SH | SOLE | 140 | 0 | 0 | ||
| BAIDU INC | BAIDU INC | 056752108 | 758 | 6,787 | SH | SOLE | 6,787 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY | 084670702 | 122 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| CITIGROUP INC | CITIGROUP | 172967424 | 106 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL LTD | CTRIP.COM-ADR | 22943F100 | 1,172 | 30,413 | SH | SOLE | 30,413 | 0 | 0 | ||
| FERRARI NV | FERRARI | N3167Y103 | 3,347 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES NV | FIAT INVESTMENT NV | N31738102 | 309 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| FIRST REPUBLIC BANK/CA | FIRST REPUBLIC | 33616C100 | 6,761 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INTERXION HOLDING NV | INTERXION HOLDING NV | N47279109 | 10,283 | 134,040 | SH | SOLE | 134,040 | 0 | 0 | ||
| JD.COM INC | JD.COM INC | 47215P106 | 1,154 | 37,643 | SH | SOLE | 37,643 | 0 | 0 | ||
| LINDE PLC | LINDE PLC | G5494J103 | 6,143 | 30,230 | SH | SOLE | 30,230 | 0 | 0 | ||
| MASTERCARD INC | MASTERCARD | 57636Q104 | 6,129 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| NEBULA ACQUISITION CORP | NEBULA ACQUISITION CORPORATION | 629076100 | 15,818 | 1,560,000 | SH | SOLE | 1,560,000 | 0 | 0 | ||
| NEBULA ACQUISITION CORP-CL A | NEBULA ACQUISITION W311224 | 629076118 | 1,012 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| NEW ORIENTAL EDUCATION & TECHN | NEW ORIENTAL ADR | 647581107 | 837 | 8,517 | SH | SOLE | 8,517 | 0 | 0 | ||
| NOMAD FOODS LTD | NOMAD FOODS | G6564A105 | 9,012 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PARK HOTELS & RESORTS INC | PARK HOTELS ET RESORTS | 700517105 | 5,687 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | PAYPAL HOLDINGS INC | 70450Y103 | 379 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| QIAGEN NV | QIAGEN NV | N72482123 | 27,606 | 693,183 | SH | SOLE | 693,183 | 0 | 0 | ||
| SALESFORCE.COM INC | SALESFORCE.COM | 79466L302 | 12,977 | 82,294 | SH | SOLE | 82,294 | 0 | 0 | ||
| TORONTO-DOMINION BANK/THE | TD BANK | 891160509 | 9,081 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| WALT DISNEY CO/THE | THE WALT DISNEY COMPANY | 254687106 | 21,548 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | THERMO FISHER | 883556102 | 6,421 | 22,011 | SH | SOLE | 22,011 | 0 | 0 | ||
| TPI COMPOSITES INC | TPI COMPOSITES | 87266J104 | 1,686 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| VISA INC | VISA | 92826C839 | 6,728 | 37,260 | SH | SOLE | 37,260 | 0 | 0 | ||
| YUM CHINA HOLDINGS INC | YUM CHINA | 98850P109 | 1,138 | 26,174 | SH | SOLE | 26,174 | 0 | 0 | ||