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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,718,500 | 150,000 | SH | DFND | 150,000 | 0 | 0 | |||
| AMERICAN COASTAL INS CORP | COM | 910710102 | 1,966,506 | 146,100 | SH | DFND | 146,100 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 10,538,750 | 125,000 | SH | DFND | 125,000 | 0 | 0 | |||
| BRUKER CORP | COM | 116794108 | 4,396,500 | 75,000 | SH | DFND | 75,000 | 0 | 0 | |||
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 249,125 | 24,838 | SH | DFND | 24,838 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 4,502,250 | 15,000 | SH | DFND | 15,000 | 0 | 0 | |||
| JD.COM INC | SPON ADS CL A | 47215P106 | 10,401,000 | 300,000 | SH | DFND | 300,000 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 7,498,000 | 100,000 | SH | DFND | 100,000 | 0 | 0 | |||
| MAGNERA CORP | COM SHS | 55939A107 | 3,634,000 | 200,000 | SH | DFND | 200,000 | 0 | 0 | |||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 7,276,250 | 25,000 | SH | DFND | 25,000 | 0 | 0 | |||
| OSCAR HEALTH INC | CL A | 687793109 | 2,688,000 | 200,000 | SH | DFND | 200,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 7,274,250 | 75,000 | SH | DFND | 75,000 | 0 | 0 | |||
| V F CORP | COM | 918204108 | 4,292,000 | 200,000 | SH | DFND | 200,000 | 0 | 0 | |||