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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| DECKERS OUTDOOR CORP | COM | 243537107 | 6,699,550 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | PUT | 29355A957 | 25,772,500 | 6,500 | SH | Put | SOLE | 6,500 | 0 | 0 | |
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | 7,267,500 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 54,302,829 | 4,598,038 | SH | SOLE | 4,598,038 | 0 | 0 | ||
| JOYY INC | ADS REPSTG COM A | 46591M109 | 46,539,529 | 914,153 | SH | SOLE | 914,153 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | CALL | 595112903 | 61,625,000 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 94,194,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| PDD HOLDINGS INC | CALL | 722304902 | 35,061,100 | 3,350 | SH | Call | SOLE | 3,350 | 0 | 0 | |