The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 26,199,697 | 218,878 | SH | SOLE | 218,878 | 0 | 0 | |||
HARLEY DAVIDSON INC | COM | 412822108 | 17,676,159 | 502,021 | SH | SOLE | 502,021 | 0 | 0 | |||
JD.COM INC | SPON ADR CL A | 47215P106 | 46,272,191 | 1,355,763 | SH | SOLE | 1,355,763 | 0 | 0 | |||
MASTERBRAND INC | COMMON STOCK | 57638P104 | 5,720,611 | 491,884 | SH | SOLE | 491,884 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 51,065,646 | 809,153 | SH | SOLE | 809,153 | 0 | 0 | |||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 17,747,280 | 449,412 | SH | SOLE | 449,412 | 0 | 0 | |||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 17,187,265 | 2,235,015 | SH | SOLE | 2,235,015 | 0 | 0 | |||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 104,434,508 | 4,019,804 | SH | SOLE | 4,019,804 | 0 | 0 | |||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 13,186,577 | 2,212,513 | SH | SOLE | 2,212,513 | 0 | 0 | |||
WESTERN DIGITAL CORP. | COM | 958102105 | 25,562,279 | 673,933 | SH | SOLE | 673,933 | 0 | 0 |