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
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
ALASKA AIR GROUP INC COM 011659109 3,928 100,342 SH   DFND 1,2,3 100,342 0 0
ALPHABET INC CAP STK CL A 02079K305 49,738 520,000 SH   DFND 1,2,3 520,000 0 0
AMAZON COM INC COM 023135106 74,490 659,200 SH   DFND 1,2,3 659,200 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 22,144 769,966 SH   DFND 1,2,3 769,966 0 0
BEIGENE LTD SPONSORED ADR 07725L102 674 5,000 SH   DFND 1,2,3 5,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,357 122,175 SH   DFND 1,2,3 122,175 0 0
BLACKROCK INC COM 09247X101 2,696 4,900 SH   DFND 1,2,3 4,900 0 0
BOEING CO COM 097023105 7,265 60,000 SH   DFND 1,2,3 60,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,479 900 SH   DFND 1,2,3 900 0 0
BROADCOM INC COM 11135F101 2,034 4,580 SH   DFND 1,2,3 4,580 0 0
CANADIAN NATL RY CO COM 136375102 3,780 35,000 SH   DFND 1,2,3 35,000 0 0
CITIZENS FINL GROUP INC COM 174610105 16,019 466,200 SH   DFND 1,2,3 466,200 0 0
COCA COLA CO COM 191216100 3,025 54,000 SH   DFND 1,2,3 54,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,312 17,600 SH   DFND 1,2,3 17,600 0 0
CUMMINS INC COM 231021106 1,381 6,787 SH   DFND 1,2,3 6,787 0 0
DANAHER CORPORATION COM 235851102 9,815 38,000 SH   DFND 1,2,3 38,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,224 400,000 SH   DFND 1,2,3 400,000 0 0
DEXCOM INC COM 252131107 3,584 44,500 SH   DFND 1,2,3 44,500 0 0
DISCOVER FINL SVCS COM 254709108 24,230 266,500 SH   DFND 1,2,3 266,500 0 0
DISNEY WALT CO COM 254687106 9,503 100,740 SH   DFND 1,2,3 100,740 0 0
DOLLAR GEN CORP NEW COM 256677105 8,395 35,000 SH   DFND 1,2,3 35,000 0 0
DOMINOS PIZZA INC COM 25754A201 1,396 4,500 SH   DFND 1,2,3 4,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,621 60,000 SH   DFND 1,2,3 60,000 0 0
EXXON MOBIL CORP COM 30231G102 9,604 110,000 SH   DFND 1,2,3 110,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,152 51,000 SH   DFND 1,2,3 51,000 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 251 717,938 SH   DFND 1,2,3 717,938 0 0
JOHNSON & JOHNSON COM 478160104 1,634 10,000 SH   DFND 1,2,3 10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,306 12,500 SH   DFND 1,2,3 12,500 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 5,094 301,755 SH   DFND 1,2,3 301,755 0 0
KKR & CO INC COM 48251W104 7,203 167,500 SH   DFND 1,2,3 167,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,606 40,000 SH   DFND 1,2,3 40,000 0 0
MCDONALDS CORP COM 580135101 31,358 135,900 SH   DFND 1,2,3 135,900 0 0
META PLATFORMS INC CL A 30303M102 30,198 222,571 SH   DFND 1,2,3 222,571 0 0
MICROSOFT CORP COM 594918104 45,252 194,299 SH   DFND 1,2,3 194,299 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,609 30,000 SH   DFND 1,2,3 30,000 0 0
MSCI INC COM 55354G100 13,160 31,200 SH   DFND 1,2,3 31,200 0 0
NIKE INC CL B 654106103 3,491 42,000 SH   DFND 1,2,3 42,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 2,809 175,000 SH   DFND 1,2,3 175,000 0 0
PAYPAL HLDGS INC COM 70450Y103 20,657 240,000 SH   DFND 1,2,3 240,000 0 0
PINTEREST INC CL A 72352L106 475 20,400 SH   DFND 1,2,3 20,400 0 0
PROCTER AND GAMBLE CO COM 742718109 3,788 30,000 SH   DFND 1,2,3 30,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 4,838 147,000 SH   DFND 1,2,3 147,000 0 0
S&P GLOBAL INC COM 78409V104 16,122 52,800 SH   DFND 1,2,3 52,800 0 0
SEA LTD SPONSORD ADS 81141R100 16,849 300,609 SH   DFND 1,2,3 300,609 0 0
SEAGEN INC COM 81181C104 13,065 95,481 SH   DFND 1,2,3 95,481 0 0
SERVICENOW INC COM 81762P102 13,216 35,000 SH   DFND 1,2,3 35,000 0 0
SOUTHWEST AIRLS CO COM 844741108 1,637 53,092 SH   DFND 1,2,3 53,092 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,410 50,000 SH   DFND 1,2,3 50,000 0 0
SYSCO CORP COM 871829107 14,354 203,000 SH   DFND 1,2,3 203,000 0 0
TDCX INC ADS 87190U100 530 56,542 SH   DFND 1,2,3 56,542 0 0
TRADEWEB MKTS INC CL A 892672106 1,185 21,000 SH   DFND 1,2,3 21,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 13,093 402,491 SH   DFND 1,2,3 402,491 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,242 18,300 SH   DFND 1,2,3 18,300 0 0
VISA INC COM CL A 92826C839 7,888 44,400 SH   DFND 1,2,3 44,400 0 0
WALMART INC COM 931142103 21,790 168,000 SH   DFND 1,2,3 168,000 0 0
WELLS FARGO CO NEW COM 949746101 19,173 476,700 SH   DFND 1,2,3 476,700 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 28,390 1,181,442 SH   DFND 1,2,3 1,181,442 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 979 42,000 SH   DFND 3 42,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 779 19,100 SH   DFND 3 19,100 0 0
ISHARES TR INDIA 50 ETF 464289529 1,173 27,800 SH   DFND 3 27,800 0 0