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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 14,353,672 139,600 SH   SOLE   139,600 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 15,399,997 117,683 SH   SOLE   117,683 0 0
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 80,841,216 601,721 SH   SOLE   601,721 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTLF6 35,865,062 1,309,900 SH   SOLE   1,309,900 0 0
BOSTON PROPERTIES INC COM 101121101 BBG000BS5CM9 6,358,412 106,900 SH   SOLE   106,900 0 0
CARNIVAL CORP COMMON STOCK 143658300 BBG000BF6LY3 6,584,228 479,900 SH   SOLE   479,900 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 19,886,355 483,500 SH   SOLE   483,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 11,725,152 316,896 SH   SOLE   316,896 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 20,433,353 252,108 SH   SOLE   252,108 0 0
DOW INC COM 260557103 BBG00BN96922 2,191,300 42,500 SH   SOLE   42,500 0 0
EMPIRE ST RLTY TR INC CL A 292104106 BBG002N8HMW0 3,166,956 393,900 SH   SOLE   393,900 0 0
HUMANA INC COM 444859102 BBG000BLKK03 6,227,456 12,800 SH   SOLE   12,800 0 0
HUNTSMAN CORP COM 447011107 BBG000NS26Q8 976,000 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSL58 1,840,590 27,000 SH   SOLE   27,000 0 0
IQIYI INC SPONSORED ADS 46267X108 BBG00K6DZBD3 23,140,917 4,882,050 SH   SOLE   4,882,050 0 0
ISHARES INC MSCI THAILND ETF 464286624 BBG000VD5B51 31,801,161 508,900 SH   SOLE   508,900 0 0
ISHARES TR CHINA SM-CAP ETF 46429B200 BBG0016RMMX2 19,603,002 721,760 SH   SOLE   721,760 0 0
KE HLDGS INC SPONSORED ADS 482497104 BBG00W9L9LX1 7,893,472 508,600 SH   SOLE   508,600 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HY6 34,086,598 1,245,400 SH   SOLE   1,245,400 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 47,587,906 109,400 SH   SOLE   109,400 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 15,034,131 153,300 SH   SOLE   153,300 0 0
PINTEREST INC CL A 72352L106 BBG002583CV8 11,295,837 417,900 SH   SOLE   417,900 0 0
QUALCOMM INC COM 747525103 BBG000CGC1X8 22,522,968 202,800 SH   SOLE   202,800 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG000BB5792 5,740,322 62,300 SH   SOLE   62,300 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG000MQQ963 5,279,346 72,300 SH   SOLE   72,300 0 0
TARGET CORP COM 87612E106 BBG000H8TVT2 20,079,512 181,600 SH   SOLE   181,600 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG000CWKYS8 12,217,679 349,376 SH   SOLE   349,376 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG000BLRP41 16,829,328 107,200 SH   SOLE   107,200 0 0
VANECK ETF TRUST JP MRGAN EM LOC 92189H300 BBG000BF8YP3 52,917,403 2,216,900 SH   SOLE   2,216,900 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG000BWHD54 3,143,448 138,600 SH   SOLE   138,600 0 0