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

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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
ALCOA CORP COM 013872106 12,307 270,000 SH   SOLE   270,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 14,337 490,000 SH   SOLE   490,000 0 0
NUTRIEN LTD COM 67077M108 18,329 230,000 SH   SOLE   230,000 0 0
SEA LTD SPONSORD ADS 81141R100 32,093 480,000 SH   SOLE   480,000 0 0
TDCX INC ADS 87190U100 14,245 1,540,000 SH   SOLE   1,540,000 0 0
ZAI LAB LTD ADR 98887Q104 15,953 460,000 SH   SOLE   460,000 0 0