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
AGORA INC ADS 00851L103   2,162,220 822,137 SH   SOLE   822,137 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   13,470 1,000 SH   SOLE   1,000 0 0
ARISTA NETWORKS INC COM 040413106   107,863 458 SH   SOLE   458 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   169,380 18,000 SH   SOLE   18,000 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   5,952,032 342,859 SH   SOLE   342,859 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   28,000,936 30,177,000 SH   SOLE   30,177,000 0 0
BILIBILI INC NOTE 1.375% 4/0 090040AB2   3,935,000 4,000,000 SH   SOLE   4,000,000 0 0
BP PLC SPONSORED ADR 055622104   300,900 8,500 SH   SOLE   8,500 0 0
CELESTICA INC SUB VTG SHS 15101Q108   234,240 8,000 SH   SOLE   8,000 0 0
COHERENT CORP COM 19247G107   1,958 45 SH   SOLE   45 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,965,296 11,300 SH   SOLE   11,300 0 0
DECKERS OUTDOOR CORP COM 243537107   229,939 344 SH   SOLE   344 0 0
DOCUSIGN INC COM 256163106   3,231,345 54,354 SH   SOLE   54,354 0 0
DR REDDYS LABS LTD ADR 256135203   330,505 4,750 SH   SOLE   4,750 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   412,425 11,700 SH   SOLE   11,700 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   810 102 SH   SOLE   102 0 0
FLEX LTD ORD Y2573F102   185,897 6,103 SH   SOLE   6,103 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   55,231,243 7,878,922 SH   SOLE   7,878,922 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,211,431 113,700 SH   SOLE   113,700 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   703,637 194,375 SH   SOLE   194,375 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   347,472 38,100 SH   SOLE   38,100 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2   2,156,220 2,000,000 SH   SOLE   2,000,000 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   80,734 80,000 SH   SOLE   80,000 0 0
HELLO GROUP INC ADS 423403104   1,220,420 175,600 SH   SOLE   175,600 0 0
HESAI GROUP SPONSORED ADS 428050108   15,209 1,707 SH   SOLE   1,707 0 0
HP INC COM 40434L105   186,257 6,190 SH   SOLE   6,190 0 0
ICICI BANK LIMITED ADR 45104G104   834,400 35,000 SH   SOLE   35,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,367,730 183,228 SH   SOLE   183,228 0 0
INTEL CORP COM 458140100   288,786 5,747 SH   SOLE   5,747 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   7,175,437 7,350,000 SH   SOLE   7,350,000 0 0
IQIYI INC SPONSORED ADS 46267X108   6,465,365 653,530 SH   SOLE   653,530 0 0
JOYY INC NOTE 1.375% 6/1 98426TAF3   485,555 500,000 SH   SOLE   500,000 0 0
JOYY INC ADS REPSTG COM A 46591M109   222,320 5,600 SH   SOLE   5,600 0 0
KE HLDGS INC SPONSORED ADS 482497104   6,732,434 415,326 SH   SOLE   415,326 0 0
KNOWLES CORP COM 49926D109   118,206 6,600 SH   SOLE   6,600 0 0
LI AUTO INC SPONSORED ADS 50202M102   1,330,000 35,533 SH   SOLE   35,533 0 0
LUMENTUM HLDGS INC COM 55024U109   10,222,686 195,015 SH   SOLE   195,015 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   198,396 2,200 SH   SOLE   2,200 0 0
MICRON TECHNOLOGY INC COM 595112103   314,307 3,683 SH   SOLE   3,683 0 0
MICROSOFT CORP COM 594918104   18,742,209 49,841 SH   SOLE   49,841 0 0
MICROSTRATEGY INC NOTE 2/1 594972AE1   4,347,950 5,000,000 SH   SOLE   5,000,000 0 0
MICROSTRATEGY INC NOTE 0.750%12/1 594972AC5   1,651,610 1,000,000 SH   SOLE   1,000,000 0 0
MP MATERIALS CORP COM CL A 553368101   11,592 584 SH   SOLE   584 0 0
NETEASE INC SPONSORED ADS 64110W102   14,349,341 154,029 SH   SOLE   154,029 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   38,191,557 480,133 SH   SOLE   480,133 0 0
NIO INC NOTE 2/0 62914VAE6   38,340,313 38,669,000 SH   SOLE   38,669,000 0 0
NOAH HLDGS LTD SPON ADS 65487X102   4,161,671 301,352 SH   SOLE   301,352 0 0
NVIDIA CORPORATION COM 67066G104   108,453 219 SH   SOLE   219 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,189,646 44,110 SH   SOLE   44,110 0 0
ON SEMICONDUCTOR CORP COM 682189105   343,642 4,114 SH   SOLE   4,114 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   4,140,000 4,000,000 SH   SOLE   4,000,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   99,108,930 672,990 SH   SOLE   672,990 0 0
PENN ENTERTAINMENT INC COM 707569109   603,533 23,195 SH   SOLE   23,195 0 0
QORVO INC COM 74736K101   79,390 695 SH   SOLE   695 0 0
QUALCOMM INC COM 747525103   101,241 700 SH   SOLE   700 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   635,438 317,719 SH   SOLE   317,719 0 0
SEA LTD NOTE 2.375%12/0 81141RAF7   1,006,121 1,055,000 SH   SOLE   1,055,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   5,973 1,100 SH   SOLE   1,100 0 0
SUPER MICRO COMPUTER INC COM 86800U104   227,408 800 SH   SOLE   800 0 0
TECK RESOURCES LTD CL B 878742204   16,908 400 SH   SOLE   400 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   13,478,059 1,495,900 SH   SOLE   1,495,900 0 0
TESLA INC COM 88160R101   24,624,368 96,700 SH   SOLE   96,700 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,426,641 63,092 SH   SOLE   63,092 0 0
TUYA INC SPONSERED ADS 90114C107   640,092 278,301 SH   SOLE   278,301 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   170,892 20,200 SH   SOLE   20,200 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   229,512 1,200 SH   SOLE   1,200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   240,150 5,000 SH   SOLE   5,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   27,456,391 1,199,388 SH   SOLE   1,199,388 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   433,370 151,000 SH   SOLE   151,000 0 0
WESTERN DIGITAL CORP. COM 958102105   240,902 4,600 SH   SOLE   4,600 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   1,545,675 277,500 SH   SOLE   277,500 0 0
YS BIOPHARMA CO LTD ORDINARY SHARES G9845F109   1,900 50,000 SH   SOLE   50,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,917,136 90,091 SH   SOLE   90,091 0 0