The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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hours per response: 23.8
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
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 3,723,132 25,400 SH SOLE 25,400 0 0
Baidu Inc SPON ADR REP A 056752108 3,449,424 26,400 SH SOLE 26,400 0 0
Kanzhun Ltd SPONSORED ADS 48553T106 3,937,416 193,200 SH SOLE 193,200 0 0
ICICI Bank Ltd ADR 45104G104 1,639,000 55,000 SH SOLE 55,000 0 0
JOYY Inc ADS REPSTG 46591M109 1,075,016 16,600 SH SOLE 16,600 0 0
NetEase Inc SPONSORED ADS 64110W102 4,194,245 30,477 SH SOLE 30,477 0 0
PDD Holdings Inc SPONSORED ADS 722304102 13,635,828 120,256 SH SOLE 120,256 0 0
ZTO Express Cayman Inc SPONSORED ADS A 98980A105 4,004,613 191,700 SH SOLE 191,700 0 0
Advanced Micro Devices Inc COM 007903107 1,991,688 9,300 SH SOLE 9,300 0 0
Broadcom Inc COM 11135F101 2,547,296 7,360 SH SOLE 7,360 0 0
Corning Inc COM 219350105 5,174,796 59,100 SH SOLE 59,100 0 0
Alphabet Inc CAP STK CL A 02079K305 4,131,600 13,200 SH SOLE 13,200 0 0
Meta Platforms Inc CL A 30303M102 3,747,991 5,678 SH SOLE 5,678 0 0
Spotify Technology SA SHS L8681T102 1,486,618 2,560 SH SOLE 2,560 0 0
Las Vegas Sands Corp COM 517834107 17,086,000 262,500 SH Call SOLE 262,500 0 0
Taiwan Semiconductor Manufacturing Ltd SPONSORED ADS 874039100 18,325,000 60,300 SH Call SOLE 60,300 0 0