The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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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
ADVANCED MICRO DEVICES INC COM 007903107   3,986,850 31,000 SH   SOLE   31,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,266,820 142,570 SH   SOLE   142,570 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   6,327 300 SH   SOLE   300 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   959,038 13,400 SH   SOLE   13,400 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   7,221,490 444,673 SH   SOLE   444,673 0 0
BARRICK GOLD CORP COM 067901108   28,781 1,700 SH   SOLE   1,700 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,613,615 4,098 SH   SOLE   4,098 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   8,498 9,643,000 SH   SOLE   9,643,000 0 0
BILIBILI INC NOTE 1.375% 4/0 090040AB2   2,030,100 2,000,000 SH   SOLE   2,000,000 0 0
CAMECO CORP COM 13321L108   41 1,312 SH   SOLE   1,312 0 0
COHERENT CORP COM 19247G107   25,690 503,920 SH   SOLE   503,920 0 0
DECKERS OUTDOOR CORP COM 243537107   185 350 SH   SOLE   350 0 0
FERRARI N V COM N3167Y103   975,630 3,000 SH   SOLE   3,000 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   17,510 2,757,147 SH   SOLE   2,757,147 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   725 250,900 SH   SOLE   250,900 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   7 1,700 SH   SOLE   1,700 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   27,197,000 27,197,000 SH   SOLE   27,197,000 0 0
HELLO GROUP INC ADS 423403104   106 10,969 SH   SOLE   10,969 0 0
HESAI GROUP SPONSORED ADS 428050108   1,378 130,888 SH   SOLE   130,888 0 0
INTEL CORP COM 458140100   234 7,000 SH   SOLE   7,000 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   2,551,500 2,700,000 SH   SOLE   2,700,000 0 0
JOYY INC NOTE 1.375% 6/1 98426TAF3   3,373 3,646,000 SH   SOLE   3,646,000 0 0
LULULEMON ATHLETICA INC COM 550021109   492 1,300 SH   SOLE   1,300 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   8,726,164 309,878 SH   SOLE   309,878 0 0
MICROSTRATEGY INC NOTE 2/1 594972AE1   3,308 5,000,000 SH   SOLE   5,000,000 0 0
MICROSTRATEGY INC NOTE 0.750%12/1 594972AC5   1,089 1,000,000 SH   SOLE   1,000,000 0 0
MP MATERIALS CORP COM CL A 553368101   37 1,600 SH   SOLE   1,600 0 0
NETEASE INC SPONSORED ADS 64110W102   8,559 88,520 SH   SOLE   88,520 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   11,916 260,719 SH   SOLE   260,719 0 0
NEWMONT CORP COM 651639106   4 100 SH   SOLE   100 0 0
NIO INC NOTE 2/0 62914VAE6   36,977,231 38,669,000 SH   SOLE   38,669,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   0 22 SH   SOLE   22 0 0
NVIDIA CORPORATION COM 67066G104   507,624 1,200 SH   SOLE   1,200 0 0
ON HLDG AG NAMEN AKT A H5919C104   102 3,100 SH   SOLE   3,100 0 0
ONTO INNOVATION INC COM 683344105   256,234 2,200 SH   SOLE   2,200 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   42,808,869 43,990,000 SH   SOLE   43,990,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   19,401 280,605 SH   SOLE   280,605 0 0
RAMBUS INC DEL COM 750917106   257 4,000 SH   SOLE   4,000 0 0
SEA LTD SPONSORD ADS 81141R100   482 8,300 SH   SOLE   8,300 0 0
SO YOUNG INTERNATIONAL INC SPONSORED ADS 83356Q108   83 45 SH   SOLE   45 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   37 900 SH   SOLE   900 0 0
SUPER MICRO COMPUTER INC COM 86800U104   249,250 1,000 SH   SOLE   1,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   5,575 679,365 SH   SOLE   679,365 0 0
TRIP COM GROUP LTD ADS 89677Q107   5,766,775 33,635 SH   SOLE   33,635 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   6,689 2,800 SH   SOLE   2,800 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   133 46 SH   SOLE   46 0 0
WESTERN DIGITAL CORP. COM 958102105   455,160 12,000 SH   SOLE   12,000 0 0
WOLFSPEED INC COM 977852102   2,173 39,095 SH   SOLE   39,095 0 0
XPENG INC ADS 98422D105   574 42,800 SH   SOLE   42,800 0 0
YS BIOPHARMA CO LTD ORDINARY SHARES G9845F109   2 50,000 SH   SOLE   50,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   23,141,391 320,681 SH   SOLE   320,681 0 0