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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,933 127,052 SH   SOLE   127,052 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 519 107,411 SH   SOLE   107,411 0 0
CISCO SYS INC COM 17275R102 6,542 134,472 SH   SOLE   134,472 0 0
HUYA INC ADS REP SHS A 44852D108 586 24,866 SH   SOLE   24,866 0 0
IQIYI INC SPONSORED ADS 46267X108 2,799 103,386 SH   SOLE   103,386 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 471 24,425 SH   SOLE   24,425 0 0
PEABODY ENERGY CORP NEW COM 704551100 1,690 47,431 SH   SOLE   47,431 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,403 15,466 SH   SOLE   15,466 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 11,380 257,700 SH   SOLE   257,700 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 4,185 205,628 SH   SOLE   205,628 0 0