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 ADRS 01609W102 130,725 781,707 SH   SOLE   344,125 0 437,582
HDFC BANK LTD ADRS 40415F101 30,648 537,200 SH   SOLE   35,400 0 501,800
INFOSYS LTD ADRS 456788108 7,724 679,300 SH   SOLE   0 0 679,300
YUM CHINA HOLDINGS INC SHS 98850P109 27,904 614,231 SH   SOLE   201,236 0 412,995
WEIBO CORP ADRS 948596101 20,648 461,411 SH   SOLE   141,400 0 320,011
BAOZUN INC ADRS 06684L103 5,172 121,135 SH   SOLE   121,135 0 0
MAKEMYTRIP SHS V5633W109 16,824 741,466 SH   SOLE   241,300 0 500,166
LEXINGFINTECH HLDGS LTD ADRS 528877103 2,538 253,063 SH   SOLE   253,063 0 0
PPDAI GROUP INC ADRS 69354V108 2,072 714,650 SH   SOLE   714,650 0 0
BEIGENE LTD ADRS 07725L102 2,113 17,258 SH   SOLE   17,258 0 0
NEW ORIENTAL ED & TECH GRP ADRS 647581107 1,983 17,900 SH   SOLE   17,900 0 0
QUDIAN INC ADRS 747798106 2,449 355,376 SH   SOLE   355,376 0 0
BAIDU INC ADRS 056752108 9,907 96,400 SH   SOLE   31,000 0 65,400
MOMO INC ADRS 60879B107 1,927 62,200 SH   SOLE   62,200 0 0
HUYA INC ADRS 44852D108 2,361 99,582 SH   SOLE   99,582 0 0