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
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
ADVANCED MICRO DEVICES INC COM 007903107   13,786,295 212,850 SH   SOLE   212,850 0 0
ALCOA CORP COM 013872106   1,150,846 25,310 SH   SOLE   25,310 0 0
AMAZON COM INC COM 023135106   3,507,000 41,750 SH   SOLE   41,750 0 0
APPLIED MATLS INC COM 038222105   3,055,590 31,378 SH   SOLE   31,378 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,970,689 7,267 SH   SOLE   7,267 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   722,184 6,859 SH   SOLE   6,859 0 0
DATADOG INC CL A COM 23804L103   804,972 10,952 SH   SOLE   10,952 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   8,353,771 940,740 SH   SOLE   940,740 0 0
EPAM SYS INC COM 29414B104   9,040,380 27,584 SH   SOLE   27,584 0 0
FERRARI N V COM N3167Y103   647,159 3,021 SH   SOLE   3,021 0 0
FRONTLINE LTD SHS NEW G3682E192   7,393,576 609,026 SH   SOLE   609,026 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   27,278,011 643,046 SH   SOLE   643,046 0 0
HALLIBURTON CO COM 406216101   543,030 13,800 SH   SOLE   13,800 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   377,816 2,990 SH   SOLE   2,990 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   7,816,255 211,136 SH   SOLE   211,136 0 0
JD.COM INC SPON ADR CL A 47215P106   1,300,925 23,177 SH   SOLE   23,177 0 0
LINDE PLC SHS G5494J103   2,005,681 6,149 SH   SOLE   6,149 0 0
LULULEMON ATHLETICA INC COM 550021109   1,281,520 4,000 SH   SOLE   4,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   544,545 1,566 SH   SOLE   1,566 0 0
MICRON TECHNOLOGY INC COM 595112103   5,898,240 118,012 SH   SOLE   118,012 0 0
MICROSOFT CORP COM 594918104   8,016,703 33,428 SH   SOLE   33,428 0 0
MONGODB INC CL A 60937P106   1,266,075 6,432 SH   SOLE   6,432 0 0
NETFLIX INC COM 64110L106   227,058 770 SH   SOLE   770 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   5,628,653 161,650 SH   SOLE   161,650 0 0
OCCIDENTAL PETE CORP COM 674599105   985,794 15,650 SH   SOLE   15,650 0 0
PAYPAL HLDGS INC COM 70450Y103   869,098 12,203 SH   SOLE   12,203 0 0
PINDUODUO INC SPONSORED ADS 722304102   53,030,252 650,279 SH   SOLE   650,279 0 0
SCHLUMBERGER LTD COM STK 806857108   513,216 9,600 SH   SOLE   9,600 0 0
SERVICENOW INC COM 81762P102   804,495 2,072 SH   SOLE   2,072 0 0
SPDR SER TR S&P BIOTECH 78464A870   616,358 7,426 SH   SOLE   7,426 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,917,969 25,748 SH   SOLE   25,748 0 0
TECK RESOURCES LTD CL B 878742204   386,293 10,214 SH   SOLE   10,214 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   4,918,444 594,015 SH   SOLE   594,015 0 0
UNITED RENTALS INC COM 911363109   469,154 1,320 SH   SOLE   1,320 0 0
VISA INC COM CL A 92826C839   734,432 3,535 SH   SOLE   3,535 0 0
YUM CHINA HLDGS INC COM 98850P109   21,850,600 399,828 SH   SOLE   399,828 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   7,427,137 276,410 SH   SOLE   276,410 0 0