The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 25,014 | 745,800 | SH | SOLE | 745,800 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 41,892 | 1,250,500 | SH | SOLE | 1,250,500 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 3,805 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 2,252 | 191,800 | SH | SOLE | 191,800 | 0 | 0 | ||
| NOAH HLDGS LTD | SPON ADS CL A | 65487X102 | 32,470 | 918,000 | SH | SOLE | 918,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 61,447 | 1,191,300 | SH | SOLE | 1,191,300 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 59,833 | 282,100 | SH | SOLE | 282,100 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 40,061 | 330,400 | SH | SOLE | 330,400 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 42,832 | 165,900 | SH | SOLE | 165,900 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 31,168 | 338,600 | SH | SOLE | 338,600 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 24,361 | 672,200 | SH | SOLE | 672,200 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 8,462 | 210,400 | SH | SOLE | 210,400 | 0 | 0 | ||