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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 7,956 45,566 SH   SOLE   45,566 0 0
BOOKING HOLDINGS INC COM 09857L108 19,765 8,416 SH   SOLE   8,416 0 0
BROADCOM INC COM 11135F101 6,264 9,948 SH   SOLE   9,948 0 0
CHESAPEAKE ENERGY CORP COM 165167735 10,605 121,898 SH   SOLE   121,898 0 0
INTEL CORP COM 458140100 4,753 95,900 SH   SOLE   95,900 0 0
LAUDER ESTEE COS INC CL A 518439104 19,846 72,879 SH   SOLE   72,879 0 0
MARVELL TECHNOLOGY INC COM 573874104 15,248 212,638 SH   SOLE   212,638 0 0
MICROSOFT CORP COM 594918104 19,775 64,139 SH   SOLE   64,139 0 0
MSCI INC COM 55354G100 9,922 19,730 SH   SOLE   19,730 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 6,166 5,361,722 SH   SOLE   5,361,722 0 0
NVIDIA CORPORATION COM 67066G104 1,916 7,022 SH   SOLE   7,022 0 0
ROBLOX CORP CL A 771049103 4,993 107,980 SH   SOLE   107,980 0 0
TRIP COM GROUP LTD ADS 89677Q107 20,035 866,550 SH   SOLE   866,550 0 0
TUYA INC SPONSERED ADS 90114C107 7,447 2,515,866 SH   SOLE   2,515,866 0 0
UXIN LTD ADS 91818X108 3,551 3,481,027 SH   SOLE   3,481,027 0 0
VISA INC COM CL A 92826C839 23,108 104,196 SH   SOLE   104,196 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 14,625 585,006 SH   SOLE   585,006 0 0