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
ACTIVISION BLIZZARD INC COM 00507V109   734,880 9,600 SH   SOLE   9,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107   291,465 4,500 SH   SOLE   4,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,625,346 29,803 SH   SOLE   29,803 0 0
ALPHABET INC CAP STK CL C 02079K107   505,761 5,700 SH   SOLE   5,700 0 0
BAIDU INC SPON ADR REP A 056752108   1,601,320 14,000 SH   SOLE   14,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106   687,436 29,018 SH   SOLE   29,018 0 0
BLOCK INC NOTE 5/0 852234AJ2   408,091 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   75,905 100,000 PRN   SOLE   100,000 0 0
BOOKING HOLDINGS INC COM 09857L108   201,528 100 SH   SOLE   100 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   347,946 2,166 SH   SOLE   2,166 0 0
FARFETCH LTD ORD SH CL A 30744W107   52,030 11,000 SH   SOLE   11,000 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   96,000 12,000 SH   SOLE   12,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   2,167,092 53,311 SH   SOLE   53,311 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   4,934,719 116,330 SH   SOLE   116,330 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   1,896,893 2,000,000 PRN   SOLE   2,000,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   1,343,701 18,422 SH   SOLE   18,422 0 0
JD.COM INC SPON ADR CL A 47215P106   2,621,271 46,700 SH   SOLE   46,700 0 0
KE HLDGS INC SPONSORED ADS 482497104   6,099,026 436,893 SH   SOLE   436,893 0 0
LI AUTO INC SPONSORED ADS 50202M102   4,974,948 243,870 SH   SOLE   243,870 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   1,987,907 2,000,000 PRN   SOLE   2,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   325,475 936 SH   SOLE   936 0 0
META PLATFORMS INC CL A 30303M102   568,607 4,725 SH   SOLE   4,725 0 0
MICROSOFT CORP COM 594918104   532,400 2,220 SH   SOLE   2,220 0 0
NETEASE INC SPONSORED ADS 64110W102   1,125,910 15,502 SH   SOLE   15,502 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   699,882 20,100 SH   SOLE   20,100 0 0
NIO INC SPON ADS 62914V106   2,273,310 233,160 SH   SOLE   233,160 0 0
PALO ALTO NETWORKS INC COM 697435105   2,140,962 15,343 SH   SOLE   15,343 0 0
PAYPAL HLDGS INC COM 70450Y103   248,843 3,494 SH   SOLE   3,494 0 0
PINDUODUO INC NOTE 12/0 722304AC6   3,725,960 4,000,000 PRN   SOLE   4,000,000 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,213,215 3,000,000 PRN   SOLE   3,000,000 0 0
SEA LTD SPONSORD ADS 81141R100   1,144,660 22,000 SH   SOLE   22,000 0 0
SERVICENOW INC COM 81762P102   990,089 2,550 SH   SOLE   2,550 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,042,434 3,680 SH   SOLE   3,680 0 0
SYNOPSYS INC COM 871607107   287,361 900 SH   SOLE   900 0 0
TESLA INC COM 88160R101   295,632 2,400 SH   SOLE   2,400 0 0
TRIP COM GROUP LTD ADS 89677Q107   240,800 7,000 SH   SOLE   7,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   263,822 1,300 SH   SOLE   1,300 0 0
VISA INC COM CL A 92826C839   329,716 1,587 SH   SOLE   1,587 0 0