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
ALAMOS GOLD INC NEW COM CL A 011532108   14,677 1,300 SH   SOLE   1,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   23,812,471 274,527 SH   SOLE   274,527 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L108   9,480 600 SH   SOLE   600 0 0
APPLE INC COM 037833100   34,242 200 SH   SOLE   200 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,097,064 16,200 SH   SOLE   16,200 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   4,256,933 225,832 SH   SOLE   225,832 0 0
BARRICK GOLD CORP COM 067901108   1,926,420 132,400 SH   SOLE   132,400 0 0
BEIGENE LTD SPONSORED ADR 07725L102   3,612,149 7,534 SH   SOLE   7,534 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   15,279,300 16,977,000 SH   SOLE   16,977,000 0 0
BILIBILI INC NOTE 1.375% 4/0 090040AB2   2,010,000 2,000,000 SH   SOLE   2,000,000 0 0
CAMTEK LTD ORD M20791105   498,080 8,000 SH   SOLE   8,000 0 0
COHERENT CORP COM 19247G107   1,468 45 SH   SOLE   45 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   848,404 11,300 SH   SOLE   11,300 0 0
DECKERS OUTDOOR CORP COM 243537107   257,045 500 SH   SOLE   500 0 0
DOCUSIGN INC COM 256163106   2,282,868 54,354 SH   SOLE   54,354 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   264,960 9,000 SH   SOLE   9,000 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   9,960 1,200 SH   SOLE   1,200 0 0
FORMFACTOR INC COM 346375108   244,580 7,000 SH   SOLE   7,000 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   51,907,363 7,373,205 SH   SOLE   7,373,205 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,572,997 113,700 SH   SOLE   113,700 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   1,054,446 382,046 SH   SOLE   382,046 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   604,220 160,697 SH   SOLE   160,697 0 0
HELLO GROUP INC ADS 423403104   1,225,688 175,600 SH   SOLE   175,600 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   79,789 80,000 SH   SOLE   80,000 0 0
HESAI GROUP SPONSORED ADS 428050108   17,070 1,707 SH   SOLE   1,707 0 0
HUYA INC ADS REP SHS A 44852D108   238,560 84,000 SH   SOLE   84,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,135,031 183,228 SH   SOLE   183,228 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   3,080,000 3,200,000 SH   SOLE   3,200,000 0 0
JOYY INC NOTE 1.375% 6/1 98426TAF3   2,046,747 2,146,000 SH   SOLE   2,146,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   441,447 29,100 SH   SOLE   29,100 0 0
KE HLDGS INC SPONSORED ADS 482497104   14,794,408 915,448 SH   SOLE   915,448 0 0
LUMENTUM HLDGS INC COM 55024U109   5,647,500 125,000 SH   SOLE   125,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   176,904 900 SH   SOLE   900 0 0
MICRON TECHNOLOGY INC COM 595112103   81,636 1,200 SH   SOLE   1,200 0 0
MICROSOFT CORP COM 594918104   31,480,275 99,700 SH   SOLE   99,700 0 0
MICROSTRATEGY INC NOTE 2/1 594972AE1   3,486,100 5,000,000 SH   SOLE   5,000,000 0 0
MICROSTRATEGY INC NOTE 0.750%12/1 594972AC5   1,081,730 1,000,000 SH   SOLE   1,000,000 0 0
MP MATERIALS CORP COM CL A 553368101   22,920 1,200 SH   SOLE   1,200 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   18,535,173 232,530 SH   SOLE   232,530 0 0
NIO INC NOTE 2/0 62914VAE6   37,509,123 38,669,000 SH   SOLE   38,669,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   3,757,859 301,352 SH   SOLE   301,352 0 0
NVIDIA CORPORATION COM 67066G104   86,998 200 SH   SOLE   200 0 0
ON SEMICONDUCTOR CORP COM 682189105   17,367,707 186,850 SH   SOLE   186,850 0 0
ONTO INNOVATION INC COM 683344105   510,080 4,000 SH   SOLE   4,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   36,598,645 373,189 SH   SOLE   373,189 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   36,071,642 36,519,000 SH   SOLE   36,519,000 0 0
RAMBUS INC DEL COM 750917106   446,320 8,000 SH   SOLE   8,000 0 0
SEA LTD NOTE 2.375%12/0 81141RAF7   1,967,313 2,055,000 SH   SOLE   2,055,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   9,255 1,500 SH   SOLE   1,500 0 0
SONY GROUP CORP SPONSORED ADR 835699307   988,920 12,000 SH   SOLE   12,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   5,386,634 844,300 SH   SOLE   844,300 0 0
TESLA INC COM 88160R101   42,962,774 169,100 SH   SOLE   169,100 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,678,702 62,800 SH   SOLE   62,800 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   28,064,985 1,752,966 SH   SOLE   1,752,966 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   842,160 174,000 SH   SOLE   174,000 0 0
WOLFSPEED INC COM 977852102   6,834,949 179,395 SH   SOLE   179,395 0 0
WYNN RESORTS LTD COM 983134107   683,834 7,400 SH   SOLE   7,400 0 0
YS BIOPHARMA CO LTD ORDINARY SHARES G9845F109   2,060 50,000 SH   SOLE   50,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   2,177,499 90,091 SH   SOLE   90,091 0 0