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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   63,239 3,525,000 SH   SOLE   3,525,000 0 0
COHERENT CORP COM 19247G107   54,167 893,553 SH   SOLE   893,553 0 0
DELL TECHNOLOGIES INC CL C 24703L202   68,135 597,097 SH   SOLE   597,097 0 0
DOORDASH INC CL A 25809K105   274,497 1,993,155 SH   SOLE   1,993,155 0 0
FREEPORT-MCMORAN INC CL B 35671D857   118,580 2,521,903 SH   SOLE   2,521,903 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   233,431 4,310,828 SH   SOLE   4,310,828 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   58,341 8,773,031 SH   SOLE   8,773,031 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   22,425 400,665 SH   SOLE   400,665 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2   57,625 50,000,000 SH   SOLE   50,000,000 0 0
IQIYI INC NOTE 6.500% 3/1 G4939KAF3   26,440 28,000,000 SH   SOLE   28,000,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   49,461 2,821,520 SH   SOLE   2,821,520 0 0
LAM RESEARCH CORP COM 512807108   207,793 213,873 SH   SOLE   213,873 0 0
LANVIN GROUP HOLDINGS LIMITE SHS G5380J100   6,390 4,500,000 SH   SOLE   4,500,000 0 0
LANVIN GROUP HOLDINGS LIMITE *W EXP 01/14/202 G5380J118   50 1,000,000 SH   SOLE   1,000,000 0 0
LAS VEGAS SANDS CORP COM 517834107   142,412 2,754,579 SH   SOLE   2,754,579 0 0
LI AUTO INC SPONSORED ADS 50202M102   39,364 1,300,000 SH   SOLE   1,300,000 0 0
MAPLEBEAR INC COM 565394103   37,770 3,791,253 SH Call SOLE   3,791,253 0 0
MARVELL TECHNOLOGY INC COM 573874104   385,422 5,437,664 SH   SOLE   5,437,664 0 0
MICRON TECHNOLOGY INC COM 595112103   309,719 2,627,189 SH   SOLE   2,627,189 0 0
NETEASE INC SPONSORED ADS 64110W102   155,588 1,503,704 SH   SOLE   1,503,704 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   75,605 650,365 SH   SOLE   650,365 0 0
PRENETICS GLOBAL LTD SHS NEW G72245122   1,402 346,150 SH   SOLE   346,150 0 0
PRENETICS GLOBAL LTD *W EXP 05/18/202 G72245114   7 1,166,666 SH   SOLE   1,166,666 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   159,065 8,630,765 SH   SOLE   8,630,765 0 0
QUALCOMM INC COM 747525103   191,298 1,129,935 SH   SOLE   1,129,935 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   23,277 12,123,409 SH   SOLE   12,123,409 0 0
SEA LTD NOTE 2.375%12/0 81141RAF7   30,286 30,000,000 SH   SOLE   30,000,000 0 0
SEA LTD SPONSORD ADS 81141R100   398,997 7,428,729 SH   SOLE   7,428,729 0 0
SMART SH GLOBAL LTD ADS 83193E102   858 1,305,503 SH   SOLE   1,305,503 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   201,573 18,013,636 SH   SOLE   18,013,636 0 0
TERADYNE INC COM 880770102   198,540 1,759,634 SH   SOLE   1,759,634 0 0
VICARIOUS SURGICAL INC COM CL A 92561V109   784 2,600,000 SH   SOLE   2,600,000 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   4,595 2,964,552 SH   SOLE   2,964,552 0 0
YATSEN HLDG LTD SPONSORED ADS 985194208   0 2 SH   SOLE   2 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   140,361 6,703,016 SH   SOLE   6,703,016 0 0