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 128,033 658,337 SH   DFND 1 658,337 0 0
BAIDU INC SPON ADR REP A 056752108 31,084 308,400 SH   DFND 1 308,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 11,464 870,498 SH   DFND 1 870,498 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 95,205 2,048,748 SH   DFND 1 2,048,748 0 0
LOWES COS INC COM 548661107 43,918 510,380 SH   DFND 1 510,380 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 55,863 4,505,114 SH   DFND 1 4,505,114 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 64,769 598,379 SH   DFND 1 598,379 0 0
NIKE INC CL B 654106103 73,810 892,071 SH   DFND 1 892,071 0 0
SEA LTD SPONSORED ADS 81141R100 37,075 836,729 SH   DFND 1 836,729 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 16,468 552,800 SH   DFND 1 552,800 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 19,093 358,493 SH   DFND 1 358,493 0 0
THE REALREAL INC COM 88339P101 11,874 1,693,800 SH   DFND 1 1,693,800 0 0
TRIP COM GROUP LTD ADS 89677Q107 58,436 2,491,934 SH   DFND 1 2,491,934 0 0
UBER TECHNOLOGIES INC COM 90353T100 71,625 2,565,374 SH   DFND 1 2,565,374 0 0
YUM CHINA HLDGS INC COM 98850P109 140,069 3,285,682 SH   DFND 1 3,285,682 0 0