The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 10,095,546 | 224,645 | SH | DFND | 1 | 224,645 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 2,501,160 | 15,200 | SH | DFND | 1 | 15,200 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 30,923,810 | 271,000 | SH | DFND | 1 | 271,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 57,429,240 | 417,000 | SH | DFND | 1 | 417,000 | 0 | 0 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 54,520,599 | 1,408,801 | SH | DFND | 1 | 1,408,801 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 76,077,326 | 1,471,515 | SH | DFND | 1 | 1,471,515 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 1,960,572 | 11,400 | SH | DFND | 1 | 11,400 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 465,480 | 4,000 | SH | DFND | 1 | 4,000 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 34,662,450 | 335,000 | SH | DFND | 1 | 335,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 19,417,293 | 223,650 | SH | DFND | 1 | 223,650 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 96,229,140 | 106,500 | SH | DFND | 1 | 106,500 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 2,551,487 | 315 | SH | DFND | 1 | 315 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 3,196,430 | 26,500 | SH | DFND | 1 | 26,500 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 9,268,883 | 151,304 | SH | DFND | 1 | 151,304 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,341,164 | 96,580 | SH | DFND | 1 | 96,580 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 17,492,507 | 1,541,190 | SH | DFND | 1 | 1,541,190 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 806,842 | 12,978 | SH | DFND | 1 | 12,978 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 2,832,168 | 21,892 | SH | DFND | 1 | 21,892 | 0 | 0 | ||
| TRI POINTE HOMES INC | COM | 87265H109 | 317,012 | 8,200 | SH | DFND | 1 | 8,200 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 64,948,172 | 877,678 | SH | DFND | 1 | 877,678 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 31,356,151 | 788,041 | SH | DFND | 1 | 788,041 | 0 | 0 | ||