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 | 181,663 | 780,573 | SH | DFND | 1 | 780,573 | 0 | 0 | |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 39,854 | 1,840,000 | SH | DFND | 1 | 1,840,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 117,546 | 1,434,358 | SH | DFND | 1 | 1,434,358 | 0 | 0 | |
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 42,807 | 950,628 | SH | DFND | 1 | 950,628 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 190,363 | 4,100,000 | SH | Put | DFND | 1 | 4,100,000 | 0 | 0 |
| JD.COM INC | SPON ADR CL A | 47215P106 | 91,897 | 1,045,468 | SH | DFND | 1 | 1,045,468 | 0 | 0 | |
| JOYY INC | ADS REPSTG COM A | 46591M109 | 28,172 | 352,238 | SH | DFND | 1 | 352,238 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 64,123 | 399,494 | SH | DFND | 1 | 399,494 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 82,892 | 238,175 | SH | DFND | 1 | 238,175 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 147,634 | 1,119,119 | SH | DFND | 1 | 1,119,119 | 0 | 0 | |
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 115,450 | 6,223,733 | SH | DFND | 1 | 6,223,733 | 0 | 0 | |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 63,535 | 341,935 | SH | DFND | 1 | 341,935 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 118,137 | 835,071 | SH | DFND | 1 | 835,071 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 30,455 | 153,000 | SH | DFND | 1 | 153,000 | 0 | 0 | |
| THE REALREAL INC | COM | 88339P101 | 43,541 | 2,228,306 | SH | DFND | 1 | 2,228,306 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 134,783 | 3,995,934 | SH | DFND | 1 | 3,995,934 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 105,272 | 2,064,150 | SH | DFND | 1 | 2,064,150 | 0 | 0 | |
| YUM CHINA HLDGS INC | COM | 98850P109 | 76,040 | 1,331,935 | SH | DFND | 1 | 1,331,935 | 0 | 0 | |