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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACM RESH INC COM CL A 00108J109 BBG00HPSG942 3,203,940 273,841 SH   SOLE 1 273,841 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 40,385,522 395,239 SH   SOLE 1 395,239 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 6,514,300 102,733 SH   SOLE 1 102,733 0 0
CANADIAN SOLAR INC COM 136635109 BBG001SPNJT3 19,242,761 483,365 SH   SOLE 1 483,365 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 12,357,360 54,000 SH   SOLE 1 54,000 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 29,990,519 683,311 SH   SOLE 1 683,311 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 BBG001SF91V7 6,505,050 127,500 SH   SOLE 1 127,500 0 0
KE HLDGS INC SPONSORED ADS 482497104 BBG00W9L9N03 6,859,720 364,104 SH   SOLE 1 364,104 0 0
LI AUTO INC SPONSORED ADS 50202M102 BBG00W0KZF57 65,069,351 2,607,990 SH   SOLE 1 2,607,990 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 13,419,616 222,400 SH   SOLE 1 222,400 0 0
NETEASE INC SPONSORED ADS 64110W102 BBG001SCVWD1 11,497,200 130,000 SH   SOLE 1 130,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 BBG001SP9P33 24,287,814 629,055 SH   SOLE 1 629,055 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG001S6VL20 18,326,456 486,500 SH   SOLE 1 486,500 0 0
WEIBO CORP SPONSORED ADR 948596101 BBG0065XPGY8 5,530,683 275,707 SH   SOLE 1 275,707 0 0