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 |
|
||||||||||||||||
| 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 |
| ACM RESH INC | COM CL A | 00108J109 | 4,725,385 | 361,268 | SH | DFND | 1 | 0 | 361,268 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 979,626 | 8,600 | SH | DFND | 1 | 0 | 8,600 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,923,785 | 47,076 | SH | DFND | 1 | 0 | 47,076 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 273,756 | 2,100 | SH | DFND | 1 | 0 | 2,100 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 2,662,625 | 89,500 | SH | DFND | 1 | 0 | 89,500 | 0 | ||
| ATOUR LIFESTYLE HOLDINGS LTD | SPONSORED ADS | 04965M106 | 6,000,583 | 369,494 | SH | DFND | 1 | 0 | 369,494 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 21,859,872 | 159,666 | SH | DFND | 1 | 0 | 159,666 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 532,438 | 32,565 | SH | DFND | 1 | 0 | 32,565 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,684,122 | 5,400 | SH | DFND | 1 | 0 | 5,400 | 0 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 4,156,672 | 286,667 | SH | DFND | 1 | 0 | 286,667 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 26,281,210 | 515,520 | SH | DFND | 1 | 0 | 515,520 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 3,901,327 | 224,990 | SH | DFND | 1 | 0 | 224,990 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 3,297,720 | 83,066 | SH | DFND | 1 | 0 | 83,066 | 0 | ||
| GAOTU TECHEDU INC | SPONSORED ADS | 36257Y109 | 7,723,542 | 2,672,506 | SH | DFND | 1 | 0 | 2,672,506 | 0 | ||
| HESAI GROUP | SPONSORED ADS | 428050108 | 2,493,504 | 236,800 | SH | DFND | 1 | 0 | 236,800 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 3,864,000 | 230,000 | SH | DFND | 1 | 0 | 230,000 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | 14,986,998 | 649,350 | SH | DFND | 1 | 0 | 649,350 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 1,109,551 | 207,781 | SH | DFND | 1 | 0 | 207,781 | 0 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 26,905,000 | 250,000 | SH | Put | DFND | 1 | 0 | 250,000 | 0 | |
| JOYY INC | ADS REPSTG COM A | 46591M109 | 15,087,270 | 491,282 | SH | DFND | 1 | 0 | 491,282 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 10,445,015 | 703,368 | SH | DFND | 1 | 0 | 703,368 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 991,800 | 17,100 | SH | DFND | 1 | 0 | 17,100 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 286,980 | 1,000 | SH | DFND | 1 | 0 | 1,000 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 24,234,997 | 384,012 | SH | DFND | 1 | 0 | 384,012 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,201,076 | 9,400 | SH | DFND | 1 | 0 | 9,400 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 27,123,864 | 686,854 | SH | DFND | 1 | 0 | 686,854 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 283,045 | 29,210 | SH | DFND | 1 | 0 | 29,210 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 63,320,595 | 149,687 | SH | DFND | 1 | 0 | 149,687 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 15,444,544 | 223,381 | SH | DFND | 1 | 0 | 223,381 | 0 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 4,843,646 | 2,736,523 | SH | DFND | 1 | 0 | 2,736,523 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 1,418,440 | 24,439 | SH | DFND | 1 | 0 | 24,439 | 0 | ||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 3,315,025 | 13,300 | SH | DFND | 1 | 0 | 13,300 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,038,281 | 20,197 | SH | DFND | 1 | 0 | 20,197 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 1,026,312 | 172,200 | SH | DFND | 1 | 0 | 172,200 | 0 | ||
| TOYOTA MOTOR CORP | ADS | 892331307 | 447,850 | 2,786 | SH | DFND | 1 | 0 | 2,786 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 37,637,500 | 1,250,000 | SH | Call | DFND | 1 | 0 | 1,250,000 | 0 | |
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 27,380,414 | 1,659,419 | SH | DFND | 1 | 0 | 1,659,419 | 0 | ||
| VNET GROUP INC | SPONSORED ADS A | 90138A103 | 6,586,028 | 2,271,044 | SH | DFND | 1 | 0 | 2,271,044 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 1,013,856 | 9,600 | SH | DFND | 1 | 0 | 9,600 | 0 | ||
| ZHIHU INC | ADS | 98955N108 | 7,754,242 | 6,862,161 | SH | DFND | 1 | 0 | 6,862,161 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 5,523,318 | 220,228 | SH | DFND | 1 | 0 | 220,228 | 0 | ||