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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Sea Limited ADS 81141R100   173,117,310 2,000,200 SH   DFND 1 2,000,200 0 0
HDFC Bank Ltd ADS 40415F101   160,008,000 2,400,000 SH   DFND 1 2,400,000 0 0
Amazon.com Inc COM 023135106   92,961,000 900,000 SH   DFND 1 900,000 0 0
ICICI Bank Ltd ADR 45104G104   66,898,000 3,100,000 SH   DFND 1 3,100,000 0 0
Visa Inc COM CL A 92826C839   64,256,100 285,000 SH   DFND 1 285,000 0 0
Mastercard Incorporated COM CL A 57636Q104   59,962,650 165,000 SH   DFND 1 165,000 0 0
Estee Lauder Cos Inc COM CL A 518439104   55,453,500 225,000 SH   DFND 1 225,000 0 0
Pfizer Inc COM 717081103   20,400,000 500,000 SH   DFND 1 500,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADS 874039100   1,395,300 15,000 SH   DFND 1 15,000 0 0