The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 21,154 | 126,496 | SH | SOLE | 126,496 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 27,427 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 15,128 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 31,217 | 547,186 | SH | SOLE | 547,186 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 36,415 | 2,989,700 | SH | SOLE | 2,989,700 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 29,457 | 178,600 | SH | SOLE | 178,600 | 0 | 0 | ||
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 1,235 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 27,010 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 1,942 | 561,327 | SH | SOLE | 561,327 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 25,033 | 328,166 | SH | SOLE | 328,166 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 26,697 | 862,600 | SH | SOLE | 862,600 | 0 | 0 | ||
| TILRAY INC | COM CL 2 | 88688T100 | 5,474 | 221,253 | SH | SOLE | 221,253 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 14,993 | 502,800 | SH | SOLE | 502,800 | 0 | 0 | ||