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
ALTIMETER GROWTH CORP CL A G0370L108 9,761 955,110 SH   SOLE   955,110 0 0
CF INDS HLDGS INC COM 125269100 44,058 789,300 SH   SOLE   789,300 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 1,650 804,900 SH   SOLE   804,900 0 0
JD.COM INC SPON ADR CL A 47215P106 21,173 293,100 SH   SOLE   293,100 0 0
MOSAIC CO NEW COM 61945C103 24,532 686,800 SH   SOLE   686,800 0 0
PINDUODUO INC SPONSORED ADS 722304102 25,768 284,200 SH   SOLE   284,200 0 0
PLUG POWER INC COM NEW 72919P202 13,543 530,300 SH   SOLE   530,300 0 0
SEA LTD SPONSORD ADS 81141R100 27,219 85,400 SH   SOLE   85,400 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,544 47,300 SH   SOLE   47,300 0 0