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 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 75,977,479 | 5,903,456 | SH | SOLE | 5,903,456 | 0 | 0 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 9,254,414 | 4,870,744 | SH | SOLE | 4,870,744 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 4,056,000 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 63,406,348 | 1,519,807 | SH | SOLE | 1,519,807 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 19,950,417 | 1,373,050 | SH | SOLE | 1,373,050 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 96,738,296 | 1,268,200 | SH | SOLE | 1,268,200 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 34,461,560 | 864,999 | SH | SOLE | 864,999 | 0 | 0 | ||
| YATSEN HLDG LTD | SPONSORED ADS | 985194208 | 1,680,078 | 529,993 | SH | SOLE | 529,993 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 219,296,801 | 459,193 | SH | SOLE | 459,193 | 0 | 0 | ||
| WERIDE INC | SPONSORED ADS | 950915108 | 1,164,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 35,333,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 16,007,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| NETEASE COM INC | SPONSORED ADS | 64110W102 | 5,125,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 37,617,157 | 32,589 | SH | SOLE | 32,589 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 36,379,680 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 75,865,947 | 5,894,790 | SH | DFND | 0 | 0 | 5,894,790 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 104,947,244 | 2,515,514 | SH | DFND | 0 | 0 | 2,515,514 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 4,730,987 | 2,489,993 | SH | DFND | 0 | 0 | 2,489,993 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 68,291,882 | 895,279 | SH | DFND | 0 | 0 | 895,279 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 34,212,849 | 837,114 | SH | DFND | 0 | 0 | 837,114 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 4,062,864 | 279,619 | SH | DFND | 0 | 0 | 279,619 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 6,736,386 | 169,086 | SH | DFND | 0 | 0 | 169,086 | ||
| WERIDE INC | SPONSORED ADS | 950915108 | 349,200 | 60,000 | SH | DFND | 0 | 0 | 60,000 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 18,771,844 | 39,307 | SH | DFND | 0 | 0 | 39,307 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 326,236 | 3,399 | SH | DFND | 0 | 0 | 3,399 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,110,042 | 1,828 | SH | DFND | 0 | 0 | 1,828 | ||
| VISA INC | COM CL A | 92826C839 | 486,845 | 1,419 | SH | DFND | 0 | 0 | 1,419 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 1,674,100 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |