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

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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
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 7,291,735 58,120 SH SOLE 58,120 0 0
BILIBILI INC SPON ADR REP Z 090040106 9,527,359 422,312 SH SOLE 422,312 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 46,781,356 342,069 SH SOLE 342,069 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 34,374,703 853,182 SH SOLE 853,182 0 0
JOYY INC ADS REPSTG COM A 46591M109 34,868,289 597,162 SH SOLE 597,162 0 0
MICRON TECHNOLOGY INC COM 595112103 16,535,579 48,945 SH SOLE 48,945 0 0
NETEASE INC SPONSORED ADS 64110W102 21,041,474 187,971 SH SOLE 187,971 0 0
PAYPAY CORP SPONSORED ADS 70450C101 32,466,676 1,521,400 SH SOLE 1,521,400 0 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 9,022,100 434,800 SH SOLE 434,800 0 0
SEA LTD COM 80004C200 5,109,377 61,700 SH SOLE 61,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,779,822 85,160 SH SOLE 85,160 0 0