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
21VIANET GROUP INC SPONSORED ADS A 90138A103 31,433 906,108 PRN   SOLE   906,108 0 0
JOYY INC ADS REPSTG COM A 46591M109 132,415 1,655,605 PRN   SOLE   1,655,605 0 0
KULICKE & SOFFA INDS INC COM 501242101 24,862 781,592 SH   SOLE   781,592 0 0
LUMENTUM HLDGS INC COM 55024U109 84,155 887,711 SH   SOLE   887,711 0 0
PINDUODUO INC SPONSORED ADS 722304102 197,266 1,110,293 PRN   SOLE   1,110,293 0 0