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
21VIANET GROUP INC SPONSORED ADS R 90138A103 170,225 5,270,127 SH   SOLE   5,270,127 0 0
360 DIGITECH INC ADS 88557W101 187,450 7,206,847 SH   SOLE   7,206,847 0 0
ABBVIE INC Com 00287Y109 1,677 15,500 SH   SOLE   15,500 0 0
ACM RESEARCH INC COM CL A 00108J109 1,124 13,915 SH   SOLE   18,009 0 0
ALASKA COMMUNICATIONS SYS GR COM 01167P101 678 208,814 SH   SOLE   208,814 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,175 7,686 SH   SOLE   7,686 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 131,828 581,435 SH   SOLE 581,435 0 0
ALPHABET INC Com 02079K107 16,896 8,168 SH   SOLE   8,168 0 0
AMAZON COM INC COM 023135106 7,840 2,534 SH   SOLE   2,534 0 0
ANTHEM INC Com 036752103 8,171 22,765 SH   SOLE   22,765 0 0
AON PLC SHS CL A G0403H108 3,825 9,726 SH   SOLE   9,726 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 22,635 101,933 SH   SOLE   101,933 0 0
BIONTECH SE SPONSORED ADS 09075V102 652 8,000 SH   SOLE   8,000 0 0
BRISTOL-MYERS SQUIBB CO Com 110122108 2,326 37,500 SH   SOLE   37,500 0 0
CATCHA INVESTMENT CORP UNIT G1962Y128 13,582 1,365,100 SH   SOLE   1,365,100 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 152,130 21,826,408 SH   SOLE   21,826,408 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 14,865 196,892 SH   SOLE   196,892 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,568 26,018 SH   SOLE   26,018 0 0
DOLLAR GEN CORP NEW Com 256677105 1,956 9,657 SH   SOLE   9,657 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 44,034 4,230,000 SH   SOLE   4,230,000 0 0
EOG RES INC COM 26875P101 6,713 92,567 SH   SOLE   92,567 0 0
FIDELITY NATL INFORMATION SV Com 31620M106 8,667 61,640 SH   SOLE   61,640 0 0
FRONTDOOR INC Com 35905A109 6,116 113,798 SH   SOLE   113,798 0 0
GASLOG LTD SHS G37585109 1,015 175,941 SH   SOLE   175,941 0 0
GLU MOBILE INC COM 379890106 1,014 81,310 SH   SOLE   81,310 0 0
GOSSAMER BIO INC COM 38341P102 693 75,000 SH   SOLE   75,000 0 0
HDFC BANK LTD ADR 40415F101 1,533 19,737 SH   SOLE   19,737 0 0
HH&L ACQUISITION CO SHS CL A G39714103 7,401 99,506 SH   SOLE   99,506 0 0
HOLOGIC INC Com 436440101 13,557 186,154 SH   SOLE   186,154 0 0
ICICI BK LTD ADR 45104G104 33,715 2,103,264 SH   SOLE   2,103,264 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 33,798 2,871,575 SH   SOLE   2,871,575 0 0
INSTALLED BLDG PRODS INC COM 45780R101 11,122 100,313 SH   SOLE   100,313 0 0
IPG PHOTONICS CORP COM 44980X109 1,582 7,500 SH   SOLE   7,500 0 0
JD.COM INC SPON ADR CL A 47215P106 144,022 1,707,845 SH   SOLE   1,707,845 0 0
JPMORGAN CHASE & CO COM 46625H100 12,951 85,081 SH   SOLE   85,081 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 128,013 3,255,686 SH   SOLE   3,255,686 0 0
L3HARRIS TECHNOLOGIES INC Com 502431109 6,914 34,117 SH   SOLE   34,117 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 7,572 752,769 SH   SOLE   752,769 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 771 5,141 SH   SOLE   5,141 0 0
LINX SA SPONSORED ADS 53619W101 197 29,750 SH   SOLE   29,750 0 0
MAGNUM OPUS ACQUISITION LTD UNIT G5S70A120 22,747 2,300,000 SH   SOLE   2,300,000 0 0
MICROSOFT CORP Com 594918104 16,490 69,942 SH   SOLE   69,942 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 983 70,248 SH   SOLE   70,248 0 0
NEWMONT CORP COM 651639106 5,053 83,842 SH   SOLE   83,842 0 0
NIU TECHNOLOGIES ADS 65481N100 387 10,579 SH   SOLE   10,579 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 12,990 292,576 SH   SOLE   292,576 0 0
OWENS CORNING NEW COM 690732102 686 7,450 SH   SOLE   7,450 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 89,961 1,604,454 SH   SOLE   1,604,454 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 9,943 1,172,593 SH   SOLE   1,172,593 0 0
PNM RES INC COM 69349H107 683 13,927 SH   SOLE   13,927 0 0
PRIMAVERA CAPITAL ACQUIST CO SHS CL A G7255E109 31,598 3,224,371 SH   SOLE   3,224,371 0 0
REALPAGE INC COM 75606N109 1,021 11,717 SH   SOLE   11,717 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103 10,014 966,643 SH   SOLE   966,643 0 0
SEA LTD SPONSORED ADS 81141R100 133,264 596,985 SH   SOLE   596,585 0 0
SELECTA BIOSCIENCES INC COM 816212104 633,500 140,000 SH   SOLE   140,000 0 0
SOLAREDGE TECHNOLOGIES INC Com 83417M104 314 1,093 SH   SOLE   1,093 0 0
TPI COMPOSITES INC COM 87266J104 532 9,439 SH   SOLE   9,439 0 0
VALE S A SPONSORED ADS 91912E105 242,700 13,964,349 SH   SOLE   13,964,349 0 0
VEON LTD SPONSORED ADR 91822M106 66,900 37,796,809 SH   SOLE   37,796,809 0 0
VISA INC COM CL A 92826C839 8,252 38,977 SH   SOLE   38,977 0 0
WELLS FARGO CO NEW COM 949746101 6,241 159,763 SH   SOLE   159,763 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,511 42,446 SH   SOLE   42,446 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 726 3,176 SH   SOLE   3,176 0 0
XPENG INC ADS 98422D105 329 9,020 SH   SOLE   9,020 0 0