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
Sea Limited ADS 81141R100 419,265 3,500,000 SH   DFND 1 3,500,000 0 0
HDFC Bank Ltd ADS 40415F101 193,190 3,150,000 SH   DFND 1 3,150,000 0 0
Snap Inc CLASS A 83304A106 118,767 3,300,000 SH   DFND 1 3,300,000 0 0
Nio Inc ADS 62914V106 63,150 3,000,000 SH   DFND 1 3,000,000 0 0
CrowdStrike Holdings CLASS A 22788C105 56,770 250,000 SH   DFND 1 250,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADS 874039100 31,278 300,000 SH   DFND 1 300,000 0 0
Las Vegas Sands COM 517834107 25,266 650,000 SH   DFND 1 650,000 0 0
Rocket Lab USA Inc COM 773122106 17,106 2,125,000 SH   DFND 1 2,125,000 0 0
Visa Inc CLASS A 92826C839 14,415 65,000 SH   DFND 1 65,000 0 0