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 | 33,531,446 | 432,608 | SH | DFND | 1 | 432,608 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 16,802,580 | 386,000 | SH | DFND | 1 | 386,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 101,378,340 | 1,085,305 | SH | DFND | 1 | 1,085,305 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 3,845,094 | 25,300 | SH | DFND | 1 | 25,300 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 35,303,730 | 357,000 | SH | DFND | 1 | 357,000 | 0 | 0 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 45,505,185 | 1,360,801 | SH | DFND | 1 | 1,360,801 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 32,790,150 | 1,135,000 | SH | DFND | 1 | 1,135,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 57,404,203 | 1,166,515 | SH | DFND | 1 | 1,166,515 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 3,576,960 | 24,000 | SH | DFND | 1 | 24,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 892,172 | 6,700 | SH | DFND | 1 | 6,700 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 52,740,930 | 106,500 | SH | DFND | 1 | 106,500 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 3,605,232 | 515 | SH | DFND | 1 | 515 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 4,552,002 | 44,100 | SH | DFND | 1 | 44,100 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 60,527,028 | 970,918 | SH | DFND | 1 | 970,918 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 35,649,459 | 221,494 | SH | DFND | 1 | 221,494 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 1,135,181 | 21,278 | SH | DFND | 1 | 21,278 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 3,740,734 | 36,392 | SH | DFND | 1 | 36,392 | 0 | 0 | ||
| TRI POINTE HOMES INC | COM | 87265H109 | 488,520 | 13,800 | SH | DFND | 1 | 13,800 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 53,324,693 | 731,678 | SH | DFND | 1 | 731,678 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 73,960,709 | 1,743,123 | SH | DFND | 1 | 1,743,123 | 0 | 0 | ||