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 |
| HDFC Bank Ltd | ADS | 40415F101 | 115,005,000 | 1,500,000 | SH | DFND | 1 | 1,500,000 | 0 | 0 | |
| Sea Limited | ADS | 81141R100 | 103,961,000 | 650,000 | SH | DFND | 1 | 650,000 | 0 | 0 | |
| Estee Lauder Cos Inc | CLASS A | 518439104 | 47,194,795 | 584,094 | SH | DFND | 1 | 584,094 | 0 | 0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | ADS | 874039100 | 45,298,000 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| ICICI Bank Ltd | ADS | 45104G104 | 42,050,000 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| Visa Inc | CLASS A | 92826C839 | 26,628,750 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |
| Mastercard Incorporated | CLASS A | 57636Q104 | 21,072,750 | 37,500 | SH | DFND | 1 | 37,500 | 0 | 0 | |