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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
KE HLDGS INC SPONSORED ADS 482497104   6,714 481,000 SH   SOLE   481,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   6,927 340,100 SH   SOLE   340,100 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   4,384 125,922 SH   SOLE   125,922 0 0
LIVENT CORP COM 53814L108   5,060 254,700 SH   SOLE   254,700 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   10,944 951,725 SH   SOLE   951,725 0 0
MOSAIC CO NEW COM 61945C103   28,669 653,500 SH   SOLE   653,500 0 0