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
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 30,122 2,020,270 SH   OTR 1 0 2,020,270 0
BAIDU INC SPON ADR REP A 056752108 69,547 448,173 SH   OTR 1 0 448,173 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 42,442 4,244,200 SH   OTR 1 0 4,244,200 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 66,835 803,301 SH   OTR 1 0 803,301 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 34,851 2,054,878 SH   OTR 1 0 2,054,878 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 79,711 1,403,361 SH   OTR 1 0 1,403,361 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 3,791 546,300 SH   OTR 1 0 546,300 0
YY INC ADS REPCOM CLA 98426T106 35,974 769,000 SH   OTR 1 0 769,000 0