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
Estimated average burden
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
ADOBE INC COM 00724F101 10,045,980 49,000 SH SOLE 0 49,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,713,650 15,000 SH SOLE 0 15,000 0 0
ALPHABET INC CAP STK CL A 02079K305 35,242,400 98,616 SH SOLE 0 98,616 0 0
ALPHABET INC DEP SHS RP1/20 A 02079K404 5,597,900 110,000 SH SOLE 0 110,000 0 0
ALPHABET INC DEP SHS RP1/20 B 02079K602 5,533,000 110,000 SH SOLE 0 110,000 0 0
AMAZON COM INC COM 023135106 40,315,211 169,150 SH SOLE 0 169,150 0 0
AMERICAN EXPRESS CO COM 025816109 21,309,750 63,000 SH SOLE 0 63,000 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 12,790,387 672,117 SH SOLE 0 672,117 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 12,293,600 880,000 SH SOLE 0 880,000 0 0
BROADCOM INC COM 11135F101 11,332,500 30,000 SH SOLE 0 30,000 0 0
CELESTICA INC COM 15101Q207 2,918,400 8,000 SH SOLE 0 8,000 0 0
COYA THERAPEUTICS INC COMMON STOCK 22407B108 226,781 38,766 SH SOLE 0 38,766 0 0
FINVOLUTION GROUP NOTE 2.500% 7/0 31810TAB7 13,200,000 15,000,000 PRN SOLE 0 15,000,000 0 0
FORWARD INDUSTRIES INC COM NEW 349932103 4,195,372 994,164 SH SOLE 0 994,164 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 17,647,973 4,681,160 SH SOLE 0 4,681,160 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 959,560 23,000 SH SOLE 0 23,000 0 0
HESAI GROUP SPONSORED ADS 428050108 8,107,900 445,000 SH SOLE 0 445,000 0 0
IQIYI INC NOTE 4.625% 3/1 46267XAK4 20,770,500 22,700,000 PRN SOLE 0 22,700,000 0 0
IQIYI INC SPONSORED ADS 46267X108 119,449 114,855 SH SOLE 0 114,855 0 0
MOODYS CORP COM 615369105 9,058,400 20,000 SH SOLE 0 20,000 0 0
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR 63900P608 11,640,000 120,000 SH SOLE 0 120,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 1,792,000 100,000 SH SOLE 0 100,000 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 5,479,434 78,300 SH SOLE 0 78,300 0 0
PHOTRONICS INC COM 719405102 3,578,300 110,000 SH SOLE 0 110,000 0 0
QFIN HOLDINGS INC NOTE 0.500% 4/0 88557WAB7 21,401,208 24,000,000 PRN SOLE 0 24,000,000 0 0
ROBLOX CORP CL A 771049103 11,245,784 206,800 SH SOLE 0 206,800 0 0
S&P GLOBAL INC COM 78409V104 12,217,800 30,000 SH SOLE 0 30,000 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102 2,759,508 440,816 SH SOLE 0 440,816 0 0
SERVICENOW INC COM 81762P102 6,453,200 65,000 SH SOLE 0 65,000 0 0
TON STRATEGY CO COM 92337U302 2,619,375 1,027,206 SH SOLE 0 1,027,206 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,886,400 40,000 SH SOLE 0 40,000 0 0
VEEVA SYS INC CL A COM 922475108 3,549,400 20,000 SH SOLE 0 20,000 0 0
WEIBO CORP SPONSORED ADR 948596101 3,630,000 500,000 SH SOLE 0 500,000 0 0
YUM CHINA HLDGS INC COM 98850P109 817,400 20,000 SH SOLE 0 20,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 1,029,480 46,000 SH SOLE 0 46,000 0 0