The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| IQIYI INC | SPONSORED ADS | 46267X108 | 13,568,000 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | |||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 11,954,357 | 4,545,383 | SH | SOLE | 4,545,383 | 0 | 0 | |||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 108,579,333 | 2,776,255 | SH | SOLE | 2,776,255 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 99,243,545 | 750,878 | SH | SOLE | 750,878 | 0 | 0 | |||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 10,922,131 | 574,849 | SH | SOLE | 574,849 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 73,065,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 3,033,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| ATRENEW INC | SPONSORED ADS | 00138L108 | 450,110 | 97,850 | SH | SOLE | 97,850 | 0 | 0 | |||
| NETEASE INC | SPONSORED ADS | 64110W102 | 13,983,080 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | |||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 5,281,767 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | |||
| SUMMIT THERAPEUTICS INC | COM | 86627T108 | 115,779 | 5,604 | SH | SOLE | 5,604 | 0 | 0 | |||
| AMER SPORTS INC | COM SHS | G0260P102 | 148,939 | 4,286 | SH | SOLE | 4,286 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 877,250 | 3,141 | SH | SOLE | 3,141 | 0 | 0 | |||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 7,680,084 | 2,920,184 | SH | DFND | 0 | 0 | 2,920,184 | |||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 94,838,934 | 2,424,928 | SH | DFND | 0 | 0 | 2,424,928 | |||
| YUM CHINA HLDGS INC | COM | 98850P109 | 30,644,837 | 713,999 | SH | DFND | 0 | 0 | 713,999 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 76,970,125 | 582,357 | SH | DFND | 0 | 0 | 582,357 | |||
| AMER SPORTS INC | COM SHS | G0260P102 | 18,734,351 | 539,118 | SH | DFND | 0 | 0 | 539,118 | |||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 5,878,357 | 251,642 | SH | DFND | 0 | 0 | 251,642 | |||
| IQIYI INC | SPONSORED ADS | 46267X108 | 230,400 | 90,000 | SH | DFND | 0 | 0 | 90,000 | |||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 1,615,000 | 85,000 | SH | DFND | 0 | 0 | 85,000 | |||
| SUMMIT THERAPEUTICS INC | COM | 86627T108 | 1,118,553 | 54,141 | SH | DFND | 0 | 0 | 54,141 | |||
| NETEASE INC | SPONSORED ADS | 64110W102 | 3,039,800 | 20,000 | SH | DFND | 0 | 0 | 20,000 | |||