ALPHABET INC CAP STK CL A 02079K305 12363200 80000 SH SOLE 0 0 80000 ASP ISOTOPES INC COM 00218A105 1620500 350000 SH SOLE 0 0 350000 BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 69872306 1549437 SH SOLE 0 0 1549437 BILIBILI INC SPONS ADS REP Z 090040106 1911000 100000 SH SOLE 0 0 100000 BOEING CO COM 097023105 88195030 517000 SH SOLE 0 0 517000 BOOKING HOLDINGS INC COM 09857L108 11501325 2500 SH SOLE 0 0 2500 BURFORD CAP LTD ORD SHS G17977110 7591263 575000 SH SOLE 0 0 575000 DADA NEXUS LTD ADS 23344D108 8534546 4121811 SH SOLE 0 0 4121811 H WORLD GROUP LTD SPONSORED ADS 44332N106 9252500 250000 SH SOLE 0 0 250000 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 14075150 85000 SH SOLE 0 0 85000 ISHARES TR CHINA LG-CAP ETF 464287184 4478750 125000 SH SOLE 0 0 125000 ISHARES TR RUSSELL 2000 ETF 464287655 17957700 90000 SH SOLE 0 0 90000 KE HLDGS INC SPONSORED ADS 482497104 11044000 550000 SH SOLE 0 0 550000 KRANESHARES TR CSI CHI INTERNET 500767306 5230500 150000 SH SOLE 0 0 150000 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 52606607 1773655 SH SOLE 0 0 1773655 UBER TECHNOLOGIES INC COM 90353T100 10935000 150000 SH SOLE 0 0 150000 Xtrackers Hvst CSI300 CA DBX ETF TR 233051879 6642500 250000 SH SOLE 0 0 250000