The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 159,486 | 751,937 | SH | DFND | 1 | 751,937 | 0 | 0 | |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 28,211 | 778,450 | SH | DFND | 1 | 778,450 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 127,063 | 2,048,748 | SH | DFND | 1 | 2,048,748 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 61,123 | 510,380 | SH | DFND | 1 | 510,380 | 0 | 0 | |
| MELCO RESORTS AND ENTMT LTD | ADR | 585464100 | 96,168 | 3,978,814 | SH | DFND | 1 | 3,978,814 | 0 | 0 | |
| NETEASE INC | SPONSORED ADS | 64110W102 | 42,318 | 138,005 | SH | DFND | 1 | 138,005 | 0 | 0 | |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 81,922 | 675,643 | SH | DFND | 1 | 675,643 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 103,741 | 1,024,000 | SH | DFND | 1 | 1,024,000 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 74,231 | 2,213,198 | SH | DFND | 1 | 2,213,198 | 0 | 0 | |
| YUM CHINA HLDGS INC | COM | 98850P109 | 115,026 | 2,395,880 | SH | DFND | 1 | 2,395,880 | 0 | 0 | |