The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 4,663 | 128,245 | SH | SOLE | 128,245 | 0 | 0 | ||
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 14,089 | 200,101 | SH | SOLE | 200,101 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 20,606 | 236,015 | SH | SOLE | 236,015 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 9,164 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 15,385 | 339,841 | SH | SOLE | 339,841 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 18,213 | 568,977 | SH | SOLE | 568,977 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 15,941 | 133,428 | SH | SOLE | 133,428 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 8,073 | 154,027 | SH | SOLE | 154,027 | 0 | 0 | ||
| TRINET GROUP INC | COM | 896288107 | 20,998 | 671,284 | SH | SOLE | 671,284 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 12,868 | 134,904 | SH | SOLE | 134,904 | 0 | 0 | ||