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
ADVANCED MICRO DEVICES INC COM 007903107   6,194,232 59,200 SH   SOLE   59,200 0 0
ALCOA CORP COM 013872106   1,166,144 27,400 SH   SOLE   27,400 0 0
ALIBABA GROUP HLDGS LTD SPONSORED ADS 01609W102   3,239,106 7,700 SH   SOLE   7,700 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   9,676 400 SH   SOLE   400 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   4,071,933 155,358 SH   SOLE   155,358 0 0
BAIDU INC SPON ADR REP A 056752108   867,790 5,750 SH   SOLE   5,750 0 0
BAOZUN INC SPONSORED ADR 06684L103   559,860 93,000 SH   SOLE   93,000 0 0
BARRICK GOLD CORP COM 067901108   512,532 27,600 SH   SOLE   27,600 0 0
BILIBILI INC NOTE 1.250% 6/1 090040AD8   38,124,000 37,700,000 SH   SOLE   37,700,000 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   7,988,696 9,143,000 SH   SOLE   9,143,000 0 0
CAMECO CORP COM 13321L108   393 15 SH   SOLE   15 0 0
CANADIAN SOLAR INC COM 136635109   243,637 6,120 SH   SOLE   6,120 0 0
CENTURY ALUM CO COM 156431108   11,000 1,100 SH   SOLE   1,100 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107   307,560 44,000 SH   SOLE   44,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   763,541 11,300 SH   SOLE   11,300 0 0
CVR ENERGY INC COM 12662P108   494,978 15,100 SH   SOLE   15,100 0 0
DECKERS OUTDOOR CORP COM 243537107   67,433 150 SH   SOLE   150 0 0
DISNEY WALT CO COM 254687106   3,524,576 35,200 SH   SOLE   35,200 0 0
DOCUSIGN INC COM 256163106   3,168,838 54,354 SH   SOLE   54,354 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,091 100 SH   SOLE   100 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   23,421,280 6,249,332 SH   SOLE   6,249,332 0 0
GDS HLDGS LTD NOTE 2.000% 6/0 36165LAB4   16,780,076 16,971,000 SH   SOLE   16,971,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   424,410 71,000 SH   SOLE   71,000 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,697,182 28,467 SH   SOLE   28,467 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   11,890 2,900 SH   SOLE   2,900 0 0
HELLO GROUP INC ADS 423403104   418,909 45,966 SH   SOLE   45,966 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   21,809,156 22,126,000 SH   SOLE   22,126,000 0 0
HESAI GROUP SPONSORED ADS 428050108   1,604,842 103,739 SH   SOLE   103,739 0 0
HUYA INC ADS REP SHS A 44852D108   234,650 65,000 SH   SOLE   65,000 0 0
IMPINJ INC COM 453204109   243,936 1,800 SH   SOLE   1,800 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   25,547 100 SH   SOLE   100 0 0
IPG PHOTONICS CORP COM 44980X109   246,620 2,000 SH   SOLE   2,000 0 0
JOYY INC NOTE 0.750% 6/1 98426TAD8   27,998,988 28,534,000 SH   SOLE   28,534,000 0 0
JOYY INC NOTE 1.375% 6/1 98426TAF3   3,284,353 3,646,000 SH   SOLE   3,646,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   302,577 15,900 SH   SOLE   15,900 0 0
KE HLDGS INC SPONSORED ADS 482497104   7,831,249 722,724 SH   SOLE   722,724 0 0
KOSMOS ENERGY LTD COM 500688106   915,864 123,100 SH   SOLE   123,100 0 0
LI AUTO INC SPONSORED ADS 50202M102   5,329,320 213,600 SH   SOLE   213,600 0 0
LULULEMON ATHLETICA INC COM 550021109   2,003,045 5,500 SH   SOLE   5,500 0 0
MARATHON PETE CORP COM 56585A102   498,871 3,700 SH   SOLE   3,700 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   5,564,058 209,648 SH   SOLE   209,648 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   1,088,517 85,508 SH   SOLE   85,508 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,048,312 23,600 SH   SOLE   23,600 0 0
MICRON TECHNOLOGY INC COM 595112103   241,360 4,000 SH   SOLE   4,000 0 0
MICROSOFT CORP COM 594918104   12,569,880 43,600 SH   SOLE   43,600 0 0
MICROSTRATEGY INC NOTE 0.750%12/1 594972AC5   910,270 1,000,000 SH   SOLE   1,000,000 0 0
MICROSTRATEGY INC NOTE 2/1 594972AE1   2,137,880 4,000,000 SH   SOLE   4,000,000 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,246,075 70,241 SH   SOLE   70,241 0 0
NETEASE INC SPONSORED ADS 64110W102   42,451 480 SH   SOLE   480 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   5,887,562 50,768 SH   SOLE   50,768 0 0
NEWMONT CORP COM 651639106   14,706 300 SH   SOLE   300 0 0
NIO INC NOTE 2/0 62914VAE6   23,359,099 25,219,000 SH   SOLE   25,219,000 0 0
NIO INC NOTE 0.500% 2/0 62914VAF3   797,320 1,000,000 SH   SOLE   1,000,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   4,987,526 310,415 SH   SOLE   310,415 0 0
NVIDIA CORPORATION COM 67066G104   499,986 1,800 SH   SOLE   1,800 0 0
ON SEMICONDUCTOR CORP COM 682189105   17,669,988 214,650 SH   SOLE   214,650 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   38,670,949 907,764 SH   SOLE   907,764 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   38,029,055 44,816,000 SH   SOLE   44,816,000 0 0
POWER INTEGRATIONS INC COM 739276103   507,840 6,000 SH   SOLE   6,000 0 0
SEAGATE TECHNOLOGY HLDGS PL ORD SHS G7997R103   264,480 4,000 SH   SOLE   4,000 0 0
SO YOUNG INTERNATIONAL INC SPONSORED ADS 83356Q108   396,329 184,339 SH   SOLE   184,339 0 0
SUPER MICRO COMPUTER INC COM 86800U104   255,720 2,400 SH   SOLE   2,400 0 0
TESLA INC COM 88160R101   7,655,274 30,300 SH   SOLE   30,300 0 0
TUYA INC SPONSERED ADS 90114C107   1,953,186 1,085,380 SH   SOLE   1,085,380 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   527,442 3,400 SH   SOLE   3,400 0 0
VERMILION ENERGY INC COM 923725105   643,303 49,600 SH   SOLE   49,600 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   149 46 SH   SOLE   46 0 0
WEIBO CORP SPONSORED ADR 948596101   125,295 6,246 SH   SOLE   6,246 0 0
WESTERN DIGITAL CORP COM 958102105   263,690 7,000 SH   SOLE   7,000 0 0
WOLFSPEED INC COM 977852102   18,236,583 285,818 SH   SOLE   285,818 0 0
YALLA GROUP LTD ADS 98459U103   173,360 44,000 SH   SOLE   44,000 0 0
YS BIOPHARMA CO LTD ORDINARY SHARES G9845F109   7,785 50,000 SH   SOLE   50,000 0 0
ZHIHU INC ADS 98955N108   254,000 200,000 SH   SOLE   200,000 0 0