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
SEA LTD SPONSORED ADS 81141R100 78,258 350,571 SH   DFND 1,2 0 350,571 0
BILIBILI INC SPONS ADS REP Z 090040106 73,459 686,145 SH   DFND 1,2 0 686,145 0
YANDEX N V SHS CLASS A N97284108 40,166 627,000 SH   DFND 1,2 0 627,000 0
MERCADOLIBRE INC COM 58733R102 37,641 25,569 SH   DFND 1,2 0 25,569 0
GLOBANT S A COM L44385109 30,149 145,221 SH   DFND 1,2 0 145,221 0
XP INC CL A G98239109 28,192 748,399 SH   DFND 1,2 0 748,399 0
GDS HLDGS LTD SPONSORED ADS 36165L108 22,409 276,348 SH   DFND 1,2 0 276,348 0
ARCO PLATFORM LTD COM CL A G04553106 20,786 820,295 SH   DFND 1,2 0 820,295 0
DESPEGAR COM CORP ORD SHS G27358103 20,329 1,491,509 SH   DFND 1,2 0 1,491,509 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 13,937 354,443 SH   DFND 1,2 0 354,443 0
ISHARES TR MSCI EMG MKT ETF 464287234 8,214 154,000 SH   DFND 1,2 0 154,000 0