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 HLDG LTD SPONSORED ADS 01609W102 122,190 721,099 SH   SOLE   286,817 0 434,282
HDFC BANK LTD SPONSORED ADS 40415F101 34,929 268,600 SH   SOLE   17,700 0 250,900
INFOSYS LTD SPONSORED ADR 456788108 7,269 679,300 SH   SOLE   0 0 679,300
YUM CHINA HLDGS INC COM 98850P109 28,377 614,231 SH   SOLE   201,236 0 412,995
WEIBO CORP SPONSORED ADR 948596101 30,524 700,911 SH   SOLE   219,000 0 481,911
BAOZUN INC SPONSORED ADR 06684L103 5,988 120,105 SH   SOLE   120,105 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 18,054 727,972 SH   SOLE   250,600 0 477,372
LEXINFINTECH HLDGS LTD ADR 528877103 2,877 257,800 SH   SOLE   257,800 0 0
PPDAI GROUP INC SPONSORED ADR 69354V108 2,750 632,150 SH   SOLE   632,150 0 0
BEIGENE LTD SPONSORED ADR 07725L102 15,292 123,375 SH   SOLE   52,900 0 70,475
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,007 62,200 SH   SOLE   62,200 0 0
QUDIAN INC ADR 747798106 2,856 380,800 SH   SOLE   380,800 0 0