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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,228,983 4,300 SH   SOLE   4,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109   808,826 9,450 SH   SOLE   9,450 0 0
ADVANCED MICRO DEVICES INC COM 007903107   31,132,386 317,645 SH   SOLE   317,645 0 0
AIRBNB INC COM CL A 009066101   332,148 2,670 SH   SOLE   2,670 0 0
AMAZON COM INC COM 023135106   4,955,441 47,976 SH   SOLE   47,976 0 0
APPLIED MATLS INC COM 038222105   22,498,894 183,171 SH   SOLE   183,171 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   17,834,602 26,200 SH   SOLE   26,200 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   1,665,881 63,559 SH   SOLE   63,559 0 0
BLACKSTONE INC COM 09260D107   414,605 4,720 SH   SOLE   4,720 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,302,945 17,135 SH   SOLE   17,135 0 0
CLOUDFLARE INC CL A COM 18915M107   1,547,604 25,099 SH   SOLE   25,099 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   1,796,876 38,362 SH   SOLE   38,362 0 0
DATADOG INC CL A COM 23804L103   1,178,545 16,220 SH   SOLE   16,220 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   13,281,696 1,228,649 SH   SOLE   1,228,649 0 0
EPAM SYS INC COM 29414B104   980,720 3,280 SH   SOLE   3,280 0 0
FRONTLINE LTD SHS NEW G3682E192   10,012,292 604,607 SH   SOLE   604,607 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   23,521,605 5,573,840 SH   SOLE   5,573,840 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   17,464,750 356,569 SH   SOLE   356,569 0 0
HALLIBURTON CO COM 406216101   621,315 19,637 SH   SOLE   19,637 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   10,542,039 252,928 SH   SOLE   252,928 0 0
MARVELL TECHNOLOGY INC COM 573874104   320,896 7,411 SH   SOLE   7,411 0 0
MERCADOLIBRE INC COM 58733R102   14,324,676 10,868 SH   SOLE   10,868 0 0
META PLATFORMS INC CL A 30303M102   3,014,847 14,225 SH   SOLE   14,225 0 0
MICRON TECHNOLOGY INC COM 595112103   321,250 5,324 SH   SOLE   5,324 0 0
MICROSOFT CORP COM 594918104   50,096,738 173,766 SH   SOLE   173,766 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   56,669,789 1,467,749 SH   SOLE   1,467,749 0 0
NVIDIA CORPORATION COM 67066G104   72,060,760 259,426 SH   SOLE   259,426 0 0
OCCIDENTAL PETE CORP COM 674599105   737,985 11,821 SH   SOLE   11,821 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   49,534,845 652,633 SH   SOLE   652,633 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   58,540,270 20,186,300 SH   SOLE   20,186,300 0 0
SCHLUMBERGER LTD COM STK 806857108   691,083 14,075 SH   SOLE   14,075 0 0
SEA LTD SPONSORD ADS 81141R100   1,227,885 14,187 SH   SOLE   14,187 0 0
SERVICENOW INC COM 81762P102   1,068,856 2,300 SH   SOLE   2,300 0 0
SUPER MICRO COMPUTER INC COM 86800U104   268,399 2,519 SH   SOLE   2,519 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   846,203 9,097 SH   SOLE   9,097 0 0
UBER TECHNOLOGIES INC COM 90353T100   277,121 8,742 SH   SOLE   8,742 0 0
YUM CHINA HLDGS INC COM 98850P109   26,546,211 418,776 SH   SOLE   418,776 0 0