The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 12,754,312 | 124,822 | SH | SOLE | 124,822 | 0 | 0 | |||
| Baidu Inc | SPON ADR REP A | 056752108 | 2,882,572 | 19,100 | SH | SOLE | 19,100 | 0 | 0 | |||
| Futu Holdings Ltd | SPON ADR CL A | 36118L106 | 1,679,940 | 32,400 | SH | SOLE | 32,400 | 0 | 0 | |||
| H World Group Ltd | SPONSORED ADS | 44332N106 | 4,065,340 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | |||
| ICICI Bank Ltd | ADR | 45104G104 | 1,079,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| iQIYI Inc | SPONSORED ADS | 46267X108 | 4,354,241 | 598,110 | SH | SOLE | 598,110 | 0 | 0 | |||
| JD.com Inc | SPON ADR CL A | 47215P106 | 5,086,851 | 115,900 | SH | SOLE | 115,900 | 0 | 0 | |||
| PDD Holdings Inc | SPONSORED ADS | 722304102 | 3,127,080 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | |||
| 360 Digitech Inc | AMERICAN DEP | 88557W101 | 2,134,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| Sea Ltd | SPONSORD ADS | 81141R100 | 5,409,375 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| Sony Group Corp | SPONSORED ADR | 835699307 | 2,024,577 | 22,334 | SH | SOLE | 22,334 | 0 | 0 | |||
| Trip.com Group Ltd | ADS | 89677Q107 | 2,565,327 | 68,100 | SH | SOLE | 68,100 | 0 | 0 | |||
| XPeng Inc | ADS | 98422D105 | 2,196,447 | 197,700 | SH | SOLE | 197,700 | 0 | 0 | |||
| Full Truck Alliance Co Ltd | SPONSORED ADS | 35969L108 | 716,101 | 94,100 | SH | SOLE | 94,100 | 0 | 0 | |||
| Zhihu Inc | ADS | 98955N108 | 901,065 | 709,500 | SH | SOLE | 709,500 | 0 | 0 | |||
| AbbVie Inc | COM | 00287Y109 | 5,338,895 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | |||
| Applied Materials Inc | COM | 038222105 | 1,437,111 | 11,700 | SH | SOLE | 11,700 | 0 | 0 | |||
| Advanced Micro Devices Inc | COM | 007903107 | 4,077,216 | 41,600 | SH | SOLE | 41,600 | 0 | 0 | |||
| American Express Co | COM | 025816109 | 2,985,595 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | |||
| Domino's Pizza Inc | COM | 25754A201 | 4,948,050 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| Intel Corp | COM | 458140100 | 548,889 | 16,801 | SH | SOLE | 16,801 | 0 | 0 | |||
| Lilly Eli & Co | COM | 532457108 | 3,470,603 | 10,106 | SH | SOLE | 10,106 | 0 | 0 | |||
| Mobileye Global Inc | COMMON CLASS A | 60741F104 | 990,883 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | |||
| Meta Platforms Inc | CL A | 30303M102 | 7,613,945 | 35,925 | SH | SOLE | 35,925 | 0 | 0 | |||
| Marvell Technology Inc | COM | 573874104 | 5,018,557 | 115,902 | SH | SOLE | 115,902 | 0 | 0 | |||
| Microsoft Corp | COM | 594918104 | 6,083,130 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | |||
| Micron Technology Inc | COM | 595112103 | 2,033,458 | 33,700 | SH | SOLE | 33,700 | 0 | 0 | |||
| NIKE Inc | CL B | 654106103 | 3,787,368 | 30,882 | SH | SOLE | 30,882 | 0 | 0 | |||
| NVIDIA Corp | COM | 67066G104 | 12,723,255 | 45,805 | SH | SOLE | 45,805 | 0 | 0 | |||
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 3,204,513 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | |||
| Starbucks Corp | COM | 855244109 | 2,113,839 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | |||
| Super Micro Computer Inc | COM | 86800U104 | 521,775 | 4,897 | SH | SOLE | 4,897 | 0 | 0 | |||
| Teradyne Inc | COM | 880770102 | 1,384,299 | 12,876 | SH | SOLE | 12,876 | 0 | 0 | |||