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
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