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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Autohome Inc | SP ADS RP CL A | 05278C107 | 1,089 | 27,700 | SH | SOLE | 27,700 | 0 | 0 | ||
| Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 9,129 | 80,300 | SH | SOLE | 80,300 | 0 | 0 | ||
| Kanzhun Ltd | SPONSORED ADS | 48553T106 | 3,309 | 125,920 | SH | SOLE | 125,920 | 0 | 0 | ||
| GDS Holdings Ltd | SPONSORED ADS | 36165L108 | 1,222 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
| JD.com Inc | SPON ADR CL A | 47215P106 | 5,170 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
| Pinduoduo Inc | SPONSORED ADS | 722304102 | 4,944 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Full Truck Alliance Co Ltd | SPONSORED ADS | 35969L108 | 3,813 | 420,900 | SH | SOLE | 420,900 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 6,808 | 64,100 | SH | SOLE | 64,100 | 0 | 0 | ||
| Activision Blizzard Inc | COM | 00507V109 | 2,515 | 32,300 | SH | SOLE | 32,300 | 0 | 0 | ||
| Citigroup Inc | COM NEW | 172967424 | 4,613 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
| Chesapeake Energy Corp | COM | 165167735 | 348 | 4,290 | SH | SOLE | 4,290 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 766 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 4,797 | 42,600 | SH | SOLE | 42,600 | 0 | 0 | ||
| Eli Lilly & Co | COM | 532457108 | 8,787 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 2,160 | 8,410 | SH | SOLE | 8,410 | 0 | 0 | ||
| M&T Bank Corp | COM | 55261F104 | 3,610 | 22,648 | SH | SOLE | 22,648 | 0 | 0 | ||
| NVIDIA Corp | COM | 67066G104 | 3,214 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 5,324 | 9,800 | SH | SOLE | 9,800 | 0 | 0 | ||
| Tesla Inc | COM | 88160R101 | 3,162 | 4,696 | SH | SOLE | 4,696 | 0 | 0 | ||
| Ulta Beauty Inc | COM | 90384S303 | 1,638 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| Yum China Holdings Inc | COM | 98850P109 | 5,068 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | ||