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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 37,434 | 329,300 | SH | SOLE | 329,300 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 13,426 | 748,000 | SH | SOLE | 748,000 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 17,962 | 2,540,658 | SH | SOLE | 2,540,658 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 1,924 | 94,521 | SH | SOLE | 94,521 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 5,040 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 25,013 | 529,600 | SH | SOLE | 529,600 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 10,501 | 483,500 | SH | SOLE | 483,500 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 10,030 | 365,400 | SH | SOLE | 365,400 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 7,695 | 526,000 | SH | SOLE | 526,000 | 0 | 0 | ||
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 26,079 | 2,637,000 | SH | SOLE | 2,637,000 | 0 | 0 | ||