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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
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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   67,829 770 SH   SOLE   770 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   5,215,000 7,000,000 PRN   SOLE   7,000,000 0 0
BILIBILI INC NOTE 1.250% 6/1 090040AD8   1,990,920 2,000,000 PRN   SOLE   2,000,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   932,723 26,787 SH   SOLE   26,787 0 0
VANECK ETF TRUST JP MRGAN EM LOC 92189H300   2,163,739 89,300 SH   SOLE   89,300 0 0
HUTCHMED CHINA LTD SPONSORED ADS 44842L103   194,431 13,155 SH   SOLE   13,155 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   15,523,429 365,946 SH   SOLE   365,946 0 0
ISHARES TR INTL SEL DIV ETF 464288448   1,153,458 42,469 SH   SOLE   42,469 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   10,885,397 113,650 SH   SOLE   113,650 0 0
INTEL CORP COM 458140100   14,064,989 532,160 SH   SOLE   532,160 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   124,442 200,000 PRN   SOLE   200,000 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   609,378 56,792 SH   SOLE   56,792 0 0
MICRON TECHNOLOGY INC COM 595112103   40,899,884 818,325 SH   SOLE   818,325 0 0
NVIDIA CORPORATION COM 67066G104   11,347,333 77,647 SH   SOLE   77,647 0 0
OATLY GROUP AB SPONSORED ADS 67421J108   5,166 2,969 SH   SOLE   2,969 0 0
PINDUODUO INC NOTE 12/0 722304AC6   5,587,500 6,000,000 PRN   SOLE   6,000,000 0 0
QUALCOMM INC COM 747525103   6,745,808 61,359 SH   SOLE   61,359 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   3,685,050 5,000,000 PRN   SOLE   5,000,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   4,763,137 58,681 SH   SOLE   58,681 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   8,311,286 233,660 SH   SOLE   233,660 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   4,252,454 603,185 SH   SOLE   603,185 0 0
TRIP COM GROUP LTD ADS 89677Q107   18,951,786 550,924 SH   SOLE   550,924 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   6,985,151 92,900 SH   SOLE   92,900 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   257,400 4,000 SH   SOLE   4,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   564,000 8,000 SH   SOLE   8,000 0 0
XPENG INC ADS 98422D105   2,261,658 227,531 SH   SOLE   227,531 0 0