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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 69,950,224 728,800 SH SOLE 728,800 0 0
ABERCROMBIE & FITCH CO CL A 002896207 146,981,289 1,632,944 SH SOLE 1,632,944 0 0
BOEING CO COM 097023105 21,430,530 99,000 SH SOLE 99,000 0 0
PLAYBOY INC COM 72814P109 1,490,719 1,221,901 SH SOLE 1,221,901 0 0
SIMON PPTY GROUP INC NEW COM 828806109 96,728,625 432,500 SH SOLE 432,500 0 0
THOR INDS INC COM 885160101 19,820,895 263,716 SH SOLE 263,716 0 0
VICTORIAS SECRET AND CO Common Stock 926400102 742,891,024 8,898,930 SH SOLE 8,898,930 0 0