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
FREEPORT-MCMORAN INC CL B 35671D857 9,791 263,830 SH   SOLE   263,830 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 2,615 14,603 SH   SOLE   14,603 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,852 62,947 SH   SOLE   62,947 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 2,938 358,771 SH   SOLE   358,771 0 0
ROBLOX CORP CL A 771049103 8,964 99,620 SH   SOLE   99,620 0 0
SEA LTD SPONSORD ADS 81141R100 6,110 22,251 SH   SOLE   22,251 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 2,706 107,270 SH   SOLE   107,270 0 0
TRIP COM GROUP LTD ADS 89677Q107 22,096 623,111 SH   SOLE   623,111 0 0
VALE S A SPONSORED ADS 91912E105 6,325 277,298 SH   SOLE   277,298 0 0