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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESH INC COM CL A 00108J109   26 1 SH   SOLE   26 0 0
ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 01609WBG6   12,744,900 5,000,000 SH   SOLE   12,744,900 0 0
AMER SPORTS INC COM SHS G0260P102   18,962,942 489,240 SH   SOLE   18,962,942 0 0
ANALOG DEVICES INC COM 032654105   714,060 3,000 SH   SOLE   714,060 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100   477,482 10,478 SH   SOLE   477,482 0 0
APPLIED MATLS INC COM 038222105   183 1 SH   SOLE   183 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   49,325 1,920 SH   SOLE   49,325 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   2,886,400 68,735 SH   SOLE   2,886,400 0 0
AXT INC COM 00246W103   2 1 SH   SOLE   2 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102   3,945,741 16,300 SH   SOLE   3,945,741 0 0
BILIBILI INC SPONS ADS REP Z 090040106   6,819,234 317,913 SH   SOLE   6,819,234 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   299,654 6,093 SH   SOLE   299,654 0 0
BROADCOM INC COM 11135F101   3,029,118 10,989 SH   SOLE   3,029,118 0 0
CANADIAN SOLAR INC NOTE 2.500%10/0 136635AG4   19,700,000 20,000,000 SH   SOLE   19,700,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,208,457 42,975 SH   SOLE   1,208,457 0 0
CATERPILLAR INC PUT 149123951   230 1 SH Put SOLE   230 0 0
CELESTICA INC COM 15101Q207   156 1 SH   SOLE   156 0 0
CENTRUS ENERGY CORP CL A 15643U104   415,086 2,266 SH   SOLE   415,086 0 0
CHINA YUCHAI INTL LTD COM G21082105   4,759,429 199,056 SH   SOLE   4,759,429 0 0
CISCO SYS INC COM 17275R102   749,304 10,800 SH   SOLE   749,304 0 0
COCA COLA CO COM 191216100   150,627 2,129 SH   SOLE   150,627 0 0
COHERENT CORP COM 19247G107   841,072 9,428 SH   SOLE   841,072 0 0
COINBASE GLOBAL INC NOTE 0.250% 4/0 19260QAF4   6,552,100 5,000,000 SH   SOLE   6,552,100 0 0
COINBASE GLOBAL INC NOTE 0.500% 6/0 19260QAB3   5,210,370 4,500,000 SH   SOLE   5,210,370 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   26,851 290 SH   SOLE   26,851 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   4,551 300 SH   SOLE   4,551 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,942,523 24,001 SH   SOLE   2,942,523 0 0
DOCUSIGN INC COM 256163106   4,438,562 56,985 SH   SOLE   4,438,562 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,748,777 64,089 SH   SOLE   2,748,777 0 0
ELBIT SYS LTD ORD M3760D101   791,120 1,760 SH   SOLE   791,120 0 0
ENERGY FUELS INC COM NEW 292671708   10,609 1,845 SH   SOLE   10,609 0 0
ERO COPPER CORP COM 296006109   820,831 48,714 SH   SOLE   820,831 0 0
FREEPORT-MCMORAN INC CL B 35671D857   143,228 3,304 SH   SOLE   143,228 0 0
FRONTLINE PLC COM M46528101   5,861,668 357,201 SH   SOLE   5,861,668 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   84,428,025 7,148,859 SH   SOLE   84,428,025 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   2,182,105 17,656 SH   SOLE   2,182,105 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   8,621 2,388 SH   SOLE   8,621 0 0
GE AEROSPACE COM NEW 369604301   21,363 83 SH   SOLE   21,363 0 0
GE VERNOVA INC COM 36828A101   20,637 39 SH   SOLE   20,637 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2   5,310,000 5,000,000 SH   SOLE   5,310,000 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   80,816 80,000 SH   SOLE   80,816 0 0
HESAI GROUP SPONSORED ADS 428050108   2,091,264 95,274 SH   SOLE   2,091,264 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   301,763 1,133 SH   SOLE   301,763 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106   9 1 SH   SOLE   9 0 0
HOWMET AEROSPACE INC COM 443201108   11,168 60 SH   SOLE   11,168 0 0
ICICI BANK LIMITED ADR 45104G104   6,307,466 187,499 SH   SOLE   6,307,466 0 0
INFOSYS LTD SPONSORED ADR 456788108   11,777,668 635,600 SH   SOLE   11,777,668 0 0
IONQ INC COM 46222L108   43 1 SH   SOLE   43 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   113,404,134 1,852,706 SH   SOLE   113,404,134 0 0
JD.COM INC NOTE 0.250% 6/0 47215PAJ5   7,839,975 7,500,000 SH   SOLE   7,839,975 0 0
KE HLDGS INC SPONSORED ADS 482497104   20,381,255 684,917 SH   SOLE   20,381,255 0 0
KT CORP SPONSORED ADR 48268K101   1,068,508 51,420 SH   SOLE   1,068,508 0 0
KULICKE & SOFFA INDS INC COM 501242101   35 1 SH   SOLE   35 0 0
LAUDER ESTEE COS INC CL A 518439104   1,363,177 16,871 SH   SOLE   1,363,177 0 0
LIGHT & WONDER INC COM 80874P109   177,022 1,839 SH   SOLE   177,022 0 0
LUMENTUM HLDGS INC COM 55024U109   4,151,746 43,675 SH   SOLE   4,151,746 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   646,668 4,513 SH   SOLE   646,668 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   3,367,040 465,704 SH   SOLE   3,367,040 0 0
META PLATFORMS INC CL A 30303M102   1,359,562 1,842 SH   SOLE   1,359,562 0 0
MONOLITHIC PWR SYS INC COM 609839105   731 1 SH   SOLE   731 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   7 1 SH   SOLE   7 0 0
NEW GOLD INC CDA COM 644535106   835,936 168,876 SH   SOLE   835,936 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   4,037,672 33,163 SH   SOLE   4,037,672 0 0
NOVARTIS AG SPONSORED ADR 66987V109   2,420,200 20,000 SH   SOLE   2,420,200 0 0
NOVO-NORDISK A S ADR 670100205   637,607 9,238 SH   SOLE   637,607 0 0
ONTO INNOVATION INC COM 683344105   2,911,124 28,843 SH   SOLE   2,911,124 0 0
ORACLE CORP COM 68389X105   1,442,958 6,600 SH   SOLE   1,442,958 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   65,791,369 615,136 SH   SOLE   65,791,369 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   20,869,749 21,327,000 SH   SOLE   20,869,749 0 0
PHILLIPS 66 COM 718546104   31,734 266 SH   SOLE   31,734 0 0
PINTEREST INC CL A 72352L106   884,846 24,675 SH   SOLE   884,846 0 0
QORVO INC COM 74736K101   6,708 79 SH   SOLE   6,708 0 0
QUANTASING GROUP LTD ADS 74767N107   373,492 39,523 SH   SOLE   373,492 0 0
RALPH LAUREN CORP CL A 751212101   647,027 2,359 SH   SOLE   647,027 0 0
RAMBUS INC DEL COM 750917106   64 1 SH   SOLE   64 0 0
RIO TINTO PLC SPONSORED ADR 767204100   37,740 647 SH   SOLE   37,740 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   110,169 49,850 SH   SOLE   110,169 0 0
SEA LTD NOTE 2.375%12/0 81141RAF7   97,658 55,000 SH   SOLE   97,658 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   5,102,643 35,354 SH   SOLE   5,102,643 0 0
SHARKNINJA INC COM SHS G8068L108   2,289,045 18,592 SH   SOLE   2,289,045 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   726,645 9,749 SH   SOLE   726,645 0 0
SOUTHERN COPPER CORP COM 84265V105   10,016 99 SH   SOLE   10,016 0 0
SPDR GOLD TR GOLD SHS 78463V107   15,726,180 51,590 SH   SOLE   15,726,180 0 0
STARBUCKS CORP COM 855244109   592,846 6,470 SH   SOLE   592,846 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   405,639 13,339 SH   SOLE   405,639 0 0
SUPER HI INTL HLDG LTD SPONSORED ADS 86803S106   156,746 8,030 SH   SOLE   156,746 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,213,020 53,923 SH   SOLE   12,213,020 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   2,855,386 279,392 SH   SOLE   2,855,386 0 0
TAPESTRY INC COM 876030107   619,148 7,051 SH   SOLE   619,148 0 0
TASEKO MINES LTD COM 876511106   51,503 16,350 SH   SOLE   51,503 0 0
TERADYNE INC COM 880770102   2,424,873 26,967 SH   SOLE   2,424,873 0 0
TESLA INC COM 88160R101   3,177 10 SH   SOLE   3,177 0 0
TJX COS INC NEW COM 872540109   293,906 2,380 SH   SOLE   293,906 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,896,030 30,885 SH   SOLE   1,896,030 0 0
TRIP COM GROUP LTD NOTE 0.750% 6/1 89677QAB3   12,211,320 11,000,000 SH   SOLE   12,211,320 0 0
TTM TECHNOLOGIES INC COM 87305R109   734,760 18,000 SH   SOLE   734,760 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   194,270 28,155 SH   SOLE   194,270 0 0
WEIBO CORP NOTE 1.375%12/0 948596AJ0   9,534,000 8,400,000 SH   SOLE   9,534,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   719,207 238,148 SH   SOLE   719,207 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   766,424 49,671 SH   SOLE   766,424 0 0
YATSEN HLDG LTD SPONSORED ADS 985194208   2,241,377 232,508 SH   SOLE   2,241,377 0 0
ZTO EXPRESS CAYMAN INC NOTE 1.500% 9/0 98980AAB1   25,672,179 25,830,000 SH   SOLE   25,672,179 0 0