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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   26,199,697 218,878 SH   SOLE   218,878 0 0
HARLEY DAVIDSON INC COM 412822108   17,676,159 502,021 SH   SOLE   502,021 0 0
JD.COM INC SPON ADR CL A 47215P106   46,272,191 1,355,763 SH   SOLE   1,355,763 0 0
MASTERBRAND INC COMMON STOCK 57638P104   5,720,611 491,884 SH   SOLE   491,884 0 0
MICRON TECHNOLOGY INC COM 595112103   51,065,646 809,153 SH   SOLE   809,153 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   17,747,280 449,412 SH   SOLE   449,412 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   17,187,265 2,235,015 SH   SOLE   2,235,015 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   104,434,508 4,019,804 SH   SOLE   4,019,804 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   13,186,577 2,212,513 SH   SOLE   2,212,513 0 0
WESTERN DIGITAL CORP. COM 958102105   25,562,279 673,933 SH   SOLE   673,933 0 0