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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 6,365,750 | 64,950 | SH | SOLE | 64,950 | 0 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | BBG005JYTDP6 | 4,592,084 | 137,200 | SH | SOLE | 137,200 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 1,901,900 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 1,913,112 | 40,800 | SH | SOLE | 40,800 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 13,978,148 | 139,600 | SH | SOLE | 139,600 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | BBG011768M71 | 30,565,412 | 10,154,622 | SH | SOLE | 10,154,622 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | BBG001S8CRC3 | 1,902,526 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | BBG01163M6H7 | 8,409,357 | 441,900 | SH | SOLE | 441,900 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 46,313,680 | 1,069,600 | SH | SOLE | 1,069,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 148,032,122 | 2,453,300 | SH | SOLE | 2,453,300 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 109,021,821 | 2,823,668 | SH | SOLE | 2,823,668 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 24,895,200 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 13,970,010 | 109,500 | SH | SOLE | 109,500 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | BBG001TCN2J9 | 22,329,171 | 3,483,490 | SH | SOLE | 3,483,490 | 0 | 0 | ||
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | BBG001SGYST1 | 9,533,272 | 34,400 | SH | SOLE | 34,400 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 1,880,214 | 50,300 | SH | SOLE | 50,300 | 0 | 0 | ||