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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 87,573,398 | 1,009,608 | SH | DFND | 1 | 1,009,608 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 57,098,750 | 425,000 | SH | DFND | 1 | 425,000 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 12,599,040 | 386,000 | SH | DFND | 1 | 386,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 147,564,675 | 1,672,500 | SH | DFND | 1 | 1,672,500 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 4,545,981 | 42,300 | SH | DFND | 1 | 42,300 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 28,370,790 | 357,000 | SH | DFND | 1 | 357,000 | 0 | 0 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 53,656,383 | 1,360,801 | SH | DFND | 1 | 1,360,801 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 38,780,099 | 1,331,277 | SH | DFND | 1 | 1,331,277 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 33,624,328 | 733,515 | SH | DFND | 1 | 733,515 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,534,092 | 40,400 | SH | DFND | 1 | 40,400 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 1,124,237 | 11,300 | SH | DFND | 1 | 11,300 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 80,690,645 | 185,500 | SH | DFND | 1 | 185,500 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 4,770,640 | 800 | SH | DFND | 1 | 800 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 5,479,700 | 74,000 | SH | DFND | 1 | 74,000 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 84,557,111 | 1,727,418 | SH | DFND | 1 | 1,727,418 | 0 | 0 | ||
| SPDR SER TR | S&P HOMEBUILD | 78464A888 | 45,635,720 | 596,000 | SH | Put | DFND | 1 | 0 | 0 | 596,000 | |
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 1,576,570 | 37,000 | SH | DFND | 1 | 37,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 4,570,728 | 61,800 | SH | DFND | 1 | 61,800 | 0 | 0 | ||
| TRI POINTE HOMES INC | COM | 87265H109 | 648,195 | 23,700 | SH | DFND | 1 | 23,700 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 20,895,367 | 351,478 | SH | DFND | 1 | 351,478 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 97,126,814 | 1,743,123 | SH | DFND | 1 | 1,743,123 | 0 | 0 | ||