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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESH INC COM CL A 00108J109 BBG00HPSG942 2,111,314 273,841 SH   SOLE 1 273,841 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 70,801,192 803,737 SH   SOLE 1 803,737 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 26,717,664 274,365 SH   SOLE 1 274,365 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG001T6LDF4 8,214,200 212,748 SH   SOLE 1 212,748 0 0
KE HLDGS INC SPONSORED ADS 482497104 BBG00W9L9N03 32,687,326 2,341,499 SH   SOLE 1 2,341,499 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 10,527,254 25,047 SH   SOLE 1 25,047 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102 BBG00XS6R0J3 7,743,432 3,991,460 SH   SOLE 1 3,991,460 0 0
NETEASE INC SPONSORED ADS 64110W102 BBG001SCVWD1 9,441,900 130,000 SH   SOLE 1 130,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 BBG001SP9P33 26,737,129 767,867 SH   SOLE 1 767,867 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 4,037,514 7,400 SH   SOLE 1 7,400 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103 BBG00YR17773 5,390,510 2,343,700 SH   SOLE 1 2,343,700 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 BBG001TCN2J9 13,543,198 1,921,021 SH   SOLE 1 1,921,021 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 7,193,712 58,400 SH   SOLE 1 58,400 0 0
WEIBO CORP SPONSORED ADR 948596101 BBG0065XPGY8 5,271,517 275,707 SH   SOLE 1 275,707 0 0