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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 38,213 552,376 SH   SOLE   552,376 0 0
YUM CHINA HLDGS INC COM 98850P109 4,798 98,924 SH   SOLE   98,924 0 0
TUYA INC SPONSERED ADS 90114C107 356 135,784 SH   SOLE   135,784 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 1,971 75,000 SH   DFND   75,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 1,791 99,761 SH   SOLE   99,761 0 0
KE HLDGS INC SPONSORED ADS 482497104 1,642 91,500 SH   DFND   91,500 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 759 300,088 SH   DFND   300,088 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 1,098 40,000 SH   DFND   40,000 0 0
SEA LTD SPONSORD ADS 81141R100 1,137 17,000 SH   DFND   17,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 711 11,500 SH   DFND   11,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,308 16,000 SH   DFND   16,000 0 0