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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 33,623,390 | 403,400 | SH | OTR | 403,400 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 30,823,156 | 254,800 | SH | OTR | 254,800 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 43,448,988 | 333,300 | SH | OTR | 333,300 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 43,561,635 | 190,500 | SH | OTR | 190,500 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 27,706,434 | 416,200 | SH | OTR | 416,200 | 0 | 0 | |||
| CATALENT INC | COM | 148806102 | 23,223,616 | 535,600 | SH | OTR | 535,600 | 0 | 0 | |||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 16,996,798 | 427,700 | SH | OTR | 427,700 | 0 | 0 | |||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 15,630,016 | 224,247 | SH | OTR | 224,247 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 36,928,000 | 1,600,000 | SH | OTR | 1,600,000 | 0 | 0 | |||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 14,878,215 | 1,001,900 | SH | OTR | 1,001,900 | 0 | 0 | |||
| KRANESHARES TR | CALL | 500767306 | 13,465,000 | 500,000 | SH | Call | OTR | 0 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 21,678,180 | 18,300 | SH | OTR | 18,300 | 0 | 0 | |||
| NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 | 3,519,421 | 1,079,577 | SH | OTR | 1,079,577 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 32,021,760 | 269,000 | SH | OTR | 269,000 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 15,792,684 | 272,100 | SH | OTR | 272,100 | 0 | 0 | |||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 11,920,000 | 2,000,000 | SH | OTR | 2,000,000 | 0 | 0 | |||
| TASKUS INC | CLASS A COM | 87652V109 | 23,629,459 | 2,087,408 | SH | OTR | 2,087,408 | 0 | 0 | |||
| THOUGHTWORKS HOLDING INC | COM | 88546E105 | 20,470,262 | 2,711,293 | SH | OTR | 2,711,293 | 0 | 0 | |||
| TRIPADVISOR INC | COM | 896945201 | 13,361,847 | 810,300 | SH | OTR | 810,300 | 0 | 0 | |||
| YATRA ONLINE INC | ORD SHS | G98338109 | 2,772,000 | 1,400,000 | SH | OTR | 1,400,000 | 0 | 0 | |||
| ZILLOW GROUP INC | CL A | 98954M101 | 11,475,064 | 233,233 | SH | OTR | 233,233 | 0 | 0 | |||