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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
51JOB INC SP ADR REP COM 316827104 17,408 202,324 SH   SOLE   202,324 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 372,523 2,029,655 SH   SOLE   2,029,655 0 0
ALTABA INC COM 021346101 13,520 182,600 SH   SOLE   182,600 0 0
ATHENEX INC COM 04685N103 5,083 298,800 SH   SOLE   298,800 0 0
BAIDU INC SPON ADR REP A 056752108 336,787 1,508,970 SH   SOLE   1,508,970 0 0
BAOZUN INC SPONSORED ADR 06684L103 54,728 1,192,841 SH   SOLE   1,192,841 0 0
BEIGENE LTD SPONSORED ADR 07725L102 20,715 123,303 SH   SOLE   123,303 0 0
BILIBILI INC ADS REP SHS Z 090040106 5,500 500,000 SH   SOLE   500,000 0 0
BROADCOM LTD SHS Y09827109 85,894 364,500 SH   SOLE   364,500 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 19,822 150,500 SH   SOLE   150,500 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 268,752 5,874,351 SH   SOLE   5,874,351 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 15,652 176,900 SH   SOLE   176,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 244,309 3,034,900 SH   SOLE   3,034,900 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,622 77,700 SH   SOLE   77,700 0 0
CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 5,850 5,600,000 PRN   SOLE   5,600,000 0 0
FANHUA INC SPONSORED ADR 30712A103 88,689 3,282,364 SH   SOLE   3,282,364 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 5,355 195,100 SH   SOLE   195,100 0 0
GREENTREE HOSPITALITY GROUP L SPONSORED ADS 39579V100 4,883 383,000 SH   SOLE   383,000 0 0
GUANGSHEN RY LTD SPONSORED ADR 40065W107 443 15,000 SH   SOLE   15,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 832 8,422 SH   SOLE   8,422 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 110,258 2,312,937 SH   SOLE   2,312,937 0 0
JD COM INC SPON ADR CL A 47215P106 20,588 508,479 SH   SOLE   508,479 0 0
KNOWLES CORP COM 49926D109 4,582 363,900 SH   SOLE   363,900 0 0
LINE CORP SPONSORED ADR 53567X101 8,239 211,200 SH   SOLE   211,200 0 0
NETEASE INC SPONSORED ADR 64110W102 70,434 251,200 SH   SOLE   251,200 0 0
NEWS CORP NEW CL B 65249B208 679 42,200 SH   SOLE   42,200 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 63,165 2,390,800 SH   SOLE   2,390,800 0 0
QUALCOMM INC COM 747525103 449 8,100 SH   SOLE   8,100 0 0
QUDIAN INC ADR 747798106 7,210 616,200 SH   SOLE   616,200 0 0
SINA CORP ORD G81477104 19,895 190,800 SH   SOLE   190,800 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 3,362 139,100 SH   SOLE   139,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 126,868 2,899,179 SH   SOLE   2,899,179 0 0
TAL ED GROUP SPONSORED ADS 874080104 5,749 155,000 SH   SOLE   155,000 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 38,815 393,100 SH   SOLE   393,100 0 0
VIPSHOP HLDGS LTD NOTE 1.500% 3/1 92763WAA1 4,635 4,300,000 PRN   SOLE   4,300,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,295 258,400 SH   SOLE   258,400 0 0
YUM CHINA HLDGS INC COM 98850P109 150,143 3,617,910 SH   SOLE   3,617,910 0 0