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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   61,154,633 694,229 SH   DFND 1 694,229 0 0
AZURE PWR GLOBAL LTD SHS V0393H103   1,788,650 415,000 SH   DFND 1 415,000 0 0
CROCS INC COM 227046109   181,349,175 1,672,500 SH   DFND 1 1,672,500 0 0
DOORDASH INC CL A 25809K105   45,402,600 930,000 SH   DFND 1 930,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   34,660,680 1,224,759 SH   DFND 1 1,224,759 0 0
JD.COM INC SPON ADR CL A 47215P106   74,724,578 1,331,277 SH   DFND 1 1,331,277 0 0
LAS VEGAS SANDS CORP COM 517834107   98,472,116 2,048,515 SH   DFND 1 2,048,515 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   8,530,900 245,000 SH   DFND 1 245,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   197,973,540 5,788,700 SH Put DFND 1 0 0 5,788,700
SKECHERS U S A INC CL A 830566105   15,664,885 373,418 SH   DFND 1 373,418 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   24,513,988 406,399 SH   DFND 1 406,399 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   197,501,580 1,453,500 SH Put DFND 1 0 0 1,453,500
TAL EDUCATION GROUP SPONSORED ADS 874080104   6,993,600 992,000 SH   DFND 1 992,000 0 0
YUM CHINA HLDGS INC COM 98850P109   76,489,397 1,399,623 SH   DFND 1 1,399,623 0 0