The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Sea Limited | ADS | 81141R100 | 290,200,000 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | ||
| HDFC Bank Ltd | ADS | 40415F101 | 188,190,000 | 2,700,000 | SH | DFND | 1 | 2,700,000 | 0 | 0 | ||
| Visa Inc | COM CL A | 92826C839 | 83,118,000 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | ||
| Mastercard Incorporated | COM CL A | 57636Q104 | 39,330,000 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | ||
| Las Vegas Sands Corp | COM | 517834107 | 37,700,000 | 650,000 | SH | DFND | 1 | 650,000 | 0 | 0 | ||
| Infosys Limited | ADR | 456788108 | 24,105,000 | 1,500,000 | SH | DFND | 1 | 1,500,000 | 0 | 0 | ||
| Estee Lauder Cos Inc | COM CL A | 518439104 | 14,728,500 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | ||