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
ADVANCED MICRO DEVICES INC COM 007903107 708 23,321 SH   DFND 1 23,321 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 84,504 498,694 SH   DFND 1 498,694 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,718 20,061 SH   DFND 1 20,061 0 0
BARRICK GOLD CORPORATION COM 067901108 13,530 857,938 SH   DFND 1 857,938 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,015 26,207 SH   DFND 1 26,207 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 229 6,206 SH   DFND 1 6,206 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2,134 50,355 SH   DFND 1 50,355 0 0
HUYA INC ADS REP SHS A 44852D108 702 28,400 SH   DFND 1 28,400 0 0
IQIYI INC SPONSORED ADS 46267X108 890 43,081 SH   DFND 1 43,081 0 0
MOMO INC ADR 60879B107 19,761 551,976 SH   DFND 1 551,976 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 395 4,095 SH   DFND 1 4,095 0 0
NIU TECHNOLOGIES ADS 65481N100 135 22,852 SH   DFND 1 22,852 0 0
PHILIP MORRIS INTL INC COM 718172109 12,109 154,190 SH   DFND 1 154,190 0 0
QUDIAN INC ADR 747798106 7,588 1,011,704 SH   DFND 1 1,011,704 0 0
SO YOUNG INTERNATIONAL INC SPONSORED ADS 83356Q108 5,501 396,056 SH   DFND 1 396,056 0 0
ENSCO ROWAN PLC SHS CLASS A G3166L100 107 12,500 SH   DFND 1 12,500 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 7,029 275,000 SH   DFND 1 275,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 235 27,265 SH   DFND 1 27,265 0 0
VISA INC COM CL A 92826C839 3,645 21,000 SH   DFND 1 21,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,505 25,100 SH   DFND 1 25,100 0 0