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
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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   4,037,688 55,800 SH   SOLE   55,800 0 0
New Oriental Education & Technology Group Inc SPON ADR 647581206   1,962,132 22,600 SH   SOLE   22,600 0 0
H World Group Ltd SPONSORED ADS 44332N106   4,833,630 124,900 SH   SOLE   124,900 0 0
MINISO Group Holding Ltd SPONSORED ADS 66981J102   3,589,550 175,100 SH   SOLE   175,100 0 0
NetEase Inc SPONSORED ADS 64110W102   2,835,078 27,400 SH   SOLE   27,400 0 0
PDD Holdings Inc SPONSORED ADS 722304102   4,142,453 35,634 SH   SOLE   35,634 0 0
Trip.com Group Ltd ADS 89677Q107   4,516,281 102,900 SH   SOLE   102,900 0 0
Tencent Music Entertainment Group SPON ADS 88034P109   5,130,615 458,500 SH   SOLE   458,500 0 0
XPeng Inc ADS 98422D105   635,720 82,776 SH   SOLE   82,776 0 0
Amazon.com Inc COM 023135106   5,481,568 30,389 SH   SOLE   30,389 0 0
American Express Co COM 025816109   2,732,280 12,000 SH   SOLE   12,000 0 0
Chevron Corp COM 166764100   4,464,042 28,300 SH   SOLE   28,300 0 0
FormFactor Inc COM 346375108   2,162,862 47,400 SH   SOLE   47,400 0 0
JPMorgan Chase & Co COM 46625H100   8,312,450 41,500 SH   SOLE   41,500 0 0
Eli Lilly & Co COM 532457108   10,052,799 12,922 SH   SOLE   12,922 0 0
Merck & Co Inc COM 58933Y105   7,899,187 59,865 SH   SOLE   59,865 0 0
Netflix Inc COM 64110L106   2,611,519 4,300 SH   SOLE   4,300 0 0
NVIDIA Corp COM 67066G104   10,983,675 12,156 SH   SOLE   12,156 0 0
Blue Owl Capital Inc COM CL A 09581B103   7,636,414 404,900 SH   SOLE   404,900 0 0
Palo Alto Networks Inc COM 697435105   1,647,954 5,800 SH   SOLE   5,800 0 0
Progressive Corp/The COM 743315103   3,433,212 16,600 SH   SOLE   16,600 0 0
Spotify Technology SA SHS L8681T102   1,688,960 6,400 SH   SOLE   6,400 0 0
Uber Technologies Inc COM 90353T100   2,225,011 28,900 SH   SOLE   28,900 0 0
Vertiv Holdings Co COM CL A 92537N108   4,075,333 49,900 SH   SOLE   49,900 0 0
Vertex Pharmaceuticals Inc COM 92532F100   1,764,002 4,220 SH   SOLE   4,220 0 0
Wynn Resorts Ltd COM 983134107   3,394,036 33,200 SH   SOLE   33,200 0 0
iShares MSCI Indonesia ETF MSCI INDONIA ETF 46429B309   2,107,682 93,550 SH   SOLE   93,550 0 0