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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JVL2 | 50,571,588 | 574,090 | SH | SOLE | 574,090 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 20,559,355 | 233,020 | SH | SOLE | 233,020 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | BBG000QXWHD1 | 64,078,078 | 560,221 | SH | SOLE | 560,221 | 0 | 0 | ||
| CARNIVAL CORP | COMMON STOCK | 143658300 | BBG000BF6LY3 | 9,953,294 | 1,234,900 | SH | SOLE | 1,234,900 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | BBG000FY4S11 | 10,475,268 | 231,600 | SH | SOLE | 231,600 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | BBG000R7Z112 | 26,977,929 | 820,996 | SH | SOLE | 820,996 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG000BH4R78 | 29,548,583 | 340,108 | SH | SOLE | 340,108 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | BBG00K6DZBD3 | 5,831,855 | 1,100,350 | SH | SOLE | 1,100,350 | 0 | 0 | ||
| ISHARES TR | CHINA SM-CAP ETF | 46429B200 | BBG0016RMMX2 | 12,493,306 | 357,360 | SH | SOLE | 357,360 | 0 | 0 | ||
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | BBG004XB9HY6 | 38,652,980 | 1,279,900 | SH | SOLE | 1,279,900 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | BBG004M9ZHX5 | 1,892,134 | 171,700 | SH | SOLE | 171,700 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG000MM2P62 | 28,638,273 | 237,978 | SH | SOLE | 237,978 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG000C5Z1S3 | 5,677,728 | 113,600 | SH | SOLE | 113,600 | 0 | 0 | ||
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 | BBG00YQ6KTL4 | 738,153 | 210,300 | SH | SOLE | 210,300 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | BBG000C496P7 | 7,523,416 | 445,700 | SH | SOLE | 445,700 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG000CWKYS8 | 28,300,054 | 822,676 | SH | SOLE | 822,676 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | BBG000BLRP41 | 6,179,888 | 57,200 | SH | SOLE | 57,200 | 0 | 0 | ||