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
51JOB INC SPONSORED ADS 316827104 5,045 103,120 SH   SOLE   103,120 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26,371 222,000 SH   SOLE   222,000 0 0
ALPHABET INC CAP STK CL A 02079K305 37,951 13,100 SH   SOLE   13,100 0 0
BAIDU INC SPON ADR REP A 056752108 23,211 156,005 SH   SOLE   156,005 0 0
BEST INC SPONSORED ADS 08653C106 1,800 2,114,227 SH   SOLE   2,114,227 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 22,601 255,814 SH   SOLE   255,814 0 0
BOOKING HOLDINGS INC COM 09857L108 3,742 1,560 SH   SOLE   1,560 0 0
BRIDGETOWN HOLDINGS LTD COM CL A G1355U113 1,932 196,800 SH   SOLE   196,800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 20,893 335,093 SH   SOLE   335,093 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 22,763 350,693 SH   SOLE   350,693 0 0
CITIGROUP INC COM NEW 172967424 9,451 156,500 SH   SOLE   156,500 0 0
COHN ROBBINS HOLDINGS CORP COM CL A G23726105 918 93,391 SH   SOLE   93,391 0 0
CONX CORP COM CL A 212873103 986 100,500 SH   SOLE   100,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,767 582,596 SH   SOLE   582,596 0 0
DISNEY WALT CO COM 254687106 32,760 211,508 SH   SOLE   211,508 0 0
ELECTRONIC ARTS INC COM 285512109 4,616 35,000 SH   SOLE   35,000 0 0
FIRSTMARK HORIZON ACQUISITIO CL A COM 33765Y101 1,003 101,434 SH   SOLE   101,434 0 0
GENERAL MTRS CO COM 37045V100 2,818 48,070 SH   SOLE   48,070 0 0
IQIYI INC SPONSORED ADS 46267X108 4,548 997,450 SH   SOLE   997,450 0 0
ISHARES INC MSCI THAILND ETF 464286624 14,640 192,290 SH   SOLE   192,290 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 24,112 1,049,752 SH   SOLE   1,049,752 0 0
JD.COM INC SPON ADR CL A 47215P106 10,608 151,400 SH   SOLE   151,400 0 0
LOCKHEED MARTIN CORP COM 539830109 21,388 60,181 SH   SOLE   60,181 0 0
LYFT INC CL A COM 55087P104 5,550 129,900 SH   SOLE   129,900 0 0
META PLATFORMS INC CL A 30303M102 56,990 169,438 SH   SOLE   169,438 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 3,257 191,500 SH   SOLE   191,500 0 0
TRIP COM GROUP LTD ADS 89677Q107 42,476 1,725,266 SH   SOLE   1,725,266 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,776 35,000 SH   SOLE   35,000 0 0
VIACOMCBS INC CL B 92556H206 9,971 330,400 SH   SOLE   330,400 0 0
VISA INC COM CL A 92826C839 18,983 87,598 SH   SOLE   87,598 0 0