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 | 91,853 | 808,000 | SH | DFND | 1 | 808,000 | 0 | 0 | |
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 4,475 | 174,820 | SH | DFND | 1 | 174,820 | 0 | 0 | |
| CANADIAN SOLAR INC | COM | 136635109 | 7,315 | 234,900 | SH | DFND | 1 | 234,900 | 0 | 0 | |
| CROCS INC | COM | 227046109 | 48,427 | 995,000 | SH | DFND | 1 | 995,000 | 0 | 0 | |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 10,529 | 147,500 | SH | DFND | 1 | 147,500 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 81,283 | 1,265,689 | SH | DFND | 1 | 1,265,689 | 0 | 0 | |
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 9,741 | 140,800 | SH | DFND | 1 | 140,800 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 28,887 | 860,000 | SH | DFND | 1 | 860,000 | 0 | 0 | |
| PERSHING SQUARE TONTINE HLDG | COM CL A | 71531R109 | 50,725 | 2,540,055 | SH | DFND | 1 | 2,540,055 | 0 | 0 | |