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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 29,077,075 | 280,315 | SH | SOLE | 280,315 | 0 | 0 | |||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 5,253,510 | 690,343 | SH | SOLE | 690,343 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 30,038,940 | 791,123 | SH | SOLE | 791,123 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 30,700,046 | 699,477 | SH | SOLE | 699,477 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 30,551,565 | 531,794 | SH | SOLE | 531,794 | 0 | 0 | |||
| MASTERBRAND INC | COMMON STOCK | 57638P104 | 606,369 | 75,419 | SH | SOLE | 75,419 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 16,695,813 | 432,422 | SH | SOLE | 432,422 | 0 | 0 | |||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 24,386,919 | 2,150,522 | SH | SOLE | 2,150,522 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 115,815,896 | 4,336,050 | SH | SOLE | 4,336,050 | 0 | 0 | |||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 13,646,057 | 2,128,870 | SH | SOLE | 2,128,870 | 0 | 0 | |||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 48,155,082 | 1,219,116 | SH | SOLE | 1,219,116 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 44,770,042 | 1,188,480 | SH | SOLE | 1,188,480 | 0 | 0 | |||
| YUM CHINA HLDGS INC | COM | 98850P109 | 8,439,998 | 133,144 | SH | SOLE | 133,144 | 0 | 0 | |||