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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 96,021,525 | 1,482,500 | SH | SOLE | 1,482,500 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 3,690,971 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | BBG001SNBKD5 | 61,204,738 | 535,100 | SH | SOLE | 535,100 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 10,260,528 | 118,100 | SH | SOLE | 118,100 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | BBG011768M71 | 62,675,764 | 19,464,523 | SH | SOLE | 19,464,523 | 0 | 0 | ||
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 9,031,505 | 35,300 | SH | SOLE | 0 | 0 | 35,300 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | BBG01163M6H7 | 9,001,503 | 441,900 | SH | SOLE | 441,900 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | BBG001S8L5H6 | 12,008,524 | 48,400 | SH | SOLE | 48,400 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 87,160,122 | 1,743,900 | SH | SOLE | 1,743,900 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 198,738,145 | 5,707,586 | SH | SOLE | 5,707,586 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 66,463,250 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 99,517,688 | 905,200 | SH | SOLE | 905,200 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | BBG00HTBWMH4 | 3,132,206 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | BBG001TCN2J9 | 9,618,921 | 1,364,386 | SH | SOLE | 1,364,386 | 0 | 0 | ||
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | BBG001SGYST1 | 10,459,320 | 34,400 | SH | SOLE | 0 | 0 | 34,400 | ||