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 |
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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 | 158,663 | 735,573 | SH | DFND | 1 | 735,573 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 36,974 | 308,400 | SH | DFND | 1 | 308,400 | 0 | 0 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 85,034 | 1,496,558 | SH | DFND | 1 | 1,496,558 | 0 | 0 | |
JD.COM INC | SPON ADR CL A | 47215P106 | 62,916 | 1,045,468 | SH | DFND | 1 | 1,045,468 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 123,978 | 917,540 | SH | DFND | 1 | 917,540 | 0 | 0 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 37,464 | 437,000 | SH | DFND | 1 | 437,000 | 0 | 0 | |
MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 79,526 | 5,124,114 | SH | DFND | 1 | 5,124,114 | 0 | 0 | |
MOMO INC | ADR | 60879B107 | 17,858 | 1,021,650 | SH | DFND | 1 | 1,021,650 | 0 | 0 | |
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 36,065 | 276,935 | SH | DFND | 1 | 276,935 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 97,273 | 992,071 | SH | DFND | 1 | 992,071 | 0 | 0 | |
SKECHERS U S A INC | CL A | 830566105 | 39,004 | 1,242,957 | SH | DFND | 1 | 1,242,957 | 0 | 0 | |
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 75,087 | 1,098,086 | SH | DFND | 1 | 1,098,086 | 0 | 0 | |
THE REALREAL INC | COM | 88339P101 | 28,500 | 2,228,306 | SH | DFND | 1 | 2,228,306 | 0 | 0 | |
TRIP COM GROUP LTD | ADS | 89677Q107 | 94,269 | 3,636,934 | SH | DFND | 1 | 3,636,934 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 125,593 | 4,040,974 | SH | DFND | 1 | 4,040,974 | 0 | 0 | |
YUM CHINA HLDGS INC | COM | 98850P109 | 117,017 | 2,434,294 | SH | DFND | 1 | 2,434,294 | 0 | 0 |