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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 51,569,464 | 584,489 | SH | SOLE | 584,489 | 0 | 0 | |||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 5,327,968 | 665,996 | SH | SOLE | 665,996 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 64,458,118 | 1,549,474 | SH | SOLE | 1,549,474 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 29,486,324 | 525,322 | SH | SOLE | 525,322 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 24,683,128 | 513,483 | SH | SOLE | 513,483 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 14,525,929 | 417,172 | SH | SOLE | 417,172 | 0 | 0 | |||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 16,487,219 | 2,076,476 | SH | SOLE | 2,076,476 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 97,408,665 | 4,189,620 | SH | SOLE | 4,189,620 | 0 | 0 | |||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 14,490,789 | 2,055,431 | SH | SOLE | 2,055,431 | 0 | 0 | |||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 41,941,548 | 1,176,481 | SH | SOLE | 1,176,481 | 0 | 0 | |||
| WESTERN DIGITAL CORP | COM | 958102105 | 46,912,231 | 1,486,917 | SH | SOLE | 1,486,917 | 0 | 0 | |||
| YUM CHINA HLDGS INC | COM | 98850P109 | 7,035,422 | 128,736 | SH | SOLE | 128,736 | 0 | 0 | |||