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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
TWITTER INC COM 90184L102 782 12,288 SH   DFND 1 12,288 0 0
TWITTER INC COM 90184L102 1,678 26,378 SH   SOLE   26,378 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,464 26,854 SH   DFND 1 26,854 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,120 57,236 SH   SOLE   57,236 0 0
UNION PAC CORP COM 907818108 1,429 6,485 SH   DFND 1 6,485 0 0
UNION PAC CORP COM 907818108 3,022 13,713 SH   SOLE   13,713 0 0
US FOODS HLDG CORP COM 912008109 1,256 32,940 SH   DFND 1 32,940 0 0
US FOODS HLDG CORP COM 912008109 2,705 70,968 SH   SOLE   70,968 0 0
WESTERN DIGITAL CORP. COM 958102105 23,701 355,074 SH   SOLE   355,074 0 0
YETI HLDGS INC COM 98585X104 379 5,242 SH   DFND 1 5,242 0 0
YETI HLDGS INC COM 98585X104 814 11,274 SH   SOLE   11,274 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,360 2,860 SH   DFND 1 2,860 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,920 6,142 SH   SOLE   6,142 0 0
AMAZON COM INC COM 023135106 1,463 473 SH   DFND 1 473 0 0
AMAZON COM INC COM 023135106 3,144 1,016 SH   SOLE   1,016 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 10,114 108,433 SH   SOLE   108,433 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 15,193 262,588 SH   SOLE   262,588 0 0
BAIDU INC SPON ADR REP A 056752108 35,522 163,281 SH   SOLE   163,281 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,054 23,682 SH   DFND 1 23,682 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,267 50,937 SH   SOLE   50,937 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 854 58,084 SH   SOLE   58,084 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 17,955 237,814 SH   SOLE   237,814 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 23,489 2,256,391 SH   SOLE   2,256,391 0 0
FACEBOOK INC CL A 30303M102 1,631 5,538 SH   DFND 1 5,538 0 0
FACEBOOK INC CL A 30303M102 3,503 11,895 SH   SOLE   11,895 0 0
INTEL CORP COM 458140100 43,133 673,946 SH   SOLE   673,946 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,296 9,286 SH   DFND 1 9,286 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,745 19,659 SH   SOLE   19,659 0 0
JOYY INC ADS REPSTG COM A 46591M109 39,733 423,911 SH   SOLE   423,911 0 0
JD.COM INC SPON ADR CL A 47215P106 21,926 260,002 SH   SOLE   260,002 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 30,368 772,329 SH   SOLE   772,329 0 0
LPL FINL HLDGS INC COM 50212V100 1,301 9,155 SH   DFND 1 9,155 0 0
LPL FINL HLDGS INC COM 50212V100 2,795 19,664 SH   SOLE   19,664 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,115 11,875 SH   DFND 1 11,875 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,405 25,611 SH   SOLE   25,611 0 0
LAMB WESTON HLDGS INC COM 513272104 1,325 17,103 SH   DFND 1 17,103 0 0
LAMB WESTON HLDGS INC COM 513272104 2,856 36,857 SH   SOLE   36,857 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,400 3,933 SH   DFND 1 3,933 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,025 8,495 SH   SOLE   8,495 0 0
MCDONALDS CORP COM 580135101 874 3,900 SH   DFND 1 3,900 0 0
MCDONALDS CORP COM 580135101 1,877 8,376 SH   SOLE   8,376 0 0
MOMO INC NOTE 1.250% 7/0 60879BAB3 13,916 15,950,000 SH   SOLE   15,950,000 0 0
MONGODB INC CL A 60937P106 353 1,320 SH   DFND 1 1,320 0 0
MONGODB INC CL A 60937P106 760 2,840 SH   SOLE   2,840 0 0
MORGAN STANLEY COM NEW 617446448 973 12,529 SH   DFND 1 12,529 0 0
MORGAN STANLEY COM NEW 617446448 2,092 26,937 SH   SOLE   26,937 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 46,151 3,296,465 SH   SOLE   3,296,465 0 0
NEXTDECADE CORP COM 65342K105 126,938 54,337,479 SH   SOLE   54,337,479 0 0
PINDUODUO INC NOTE 12/0 722304AC6 42,000 40,000,000 SH   SOLE   40,000,000 0 0
PINTEREST INC CL A 72352L106 1,125 15,203 SH   DFND 1 15,203 0 0
PINTEREST INC CL A 72352L106 2,426 32,773 SH   SOLE   32,773 0 0
ROSS STORES INC COM 778296103 1,056 8,805 SH   DFND 1 8,805 0 0
ROSS STORES INC COM 778296103 2,356 19,645 SH   SOLE   19,645 0 0
SCHWAB CHARLES CORP COM 808513105 534 8,195 SH   DFND 1 8,195 0 0
SCHWAB CHARLES CORP COM 808513105 1,147 17,601 SH   SOLE   17,601 0 0
SEA LTD SPONSORD ADS 81141R100 28,781 128,929 SH   SOLE   128,929 0 0
SHOPIFY INC CL A 82509L107 656 593 SH   DFND 1 593 0 0
SHOPIFY INC CL A 82509L107 1,411 1,275 SH   SOLE   1,275 0 0
TJX COS INC NEW COM 872540109 1,509 22,808 SH   DFND 1 22,808 0 0
TJX COS INC NEW COM 872540109 3,251 49,143 SH   SOLE   49,143 0 0
T-MOBILE US INC COM 872590104 583 4,655 SH   DFND 1 4,655 0 0
T-MOBILE US INC COM 872590104 1,251 9,981 SH   SOLE   9,981 0 0
T-MOBILE US INC COM 872590104 890 7,100 SH Call DFND 1 7,100 0 0
T-MOBILE US INC COM 872590104 1,879 15,000 SH Call SOLE   15,000 0 0
TARGET CORP COM 87612E106 598 3,018 SH   DFND 1 3,018 0 0
TARGET CORP COM 87612E106 1,286 6,491 SH   SOLE   6,491 0 0
TRANSUNION COM 89400J107 1,437 15,968 SH   DFND 1 15,968 0 0
TRANSUNION COM 89400J107 3,091 34,345 SH   SOLE   34,345 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 30,601 947,407 SH   SOLE   947,407 0 0
TWILIO INC CL A 90138F102 659 1,933 SH   DFND 1 1,933 0 0
TWILIO INC CL A 90138F102 1,417 4,157 SH   SOLE   4,157 0 0
HH&L ACQUISITION CO UNIT 99/99/9999 G39714111 18,180 1,800,000 SH   SOLE   180,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 10,431 209,958 SH   SOLE   209,958 0 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 26,341 2,331,067 SH   SOLE   2,331,067 0 0