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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,365,750 | 64,950 | SH | SOLE | 64,950 | 0 | 0 | ||
AUTOHOME INC | SP ADS RP CL A | 05278C107 | 4,592,084 | 137,200 | SH | SOLE | 137,200 | 0 | 0 | ||
BANK AMERICA CORP | COM | 060505104 | 1,901,900 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 1,913,112 | 40,800 | SH | SOLE | 40,800 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 13,978,148 | 139,600 | SH | SOLE | 139,600 | 0 | 0 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 30,565,412 | 10,154,622 | SH | SOLE | 10,154,622 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,902,526 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 8,409,357 | 441,900 | SH | SOLE | 441,900 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 46,313,680 | 1,069,600 | SH | SOLE | 1,069,600 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 148,032,122 | 2,453,300 | SH | SOLE | 2,453,300 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 109,021,821 | 2,823,668 | SH | SOLE | 2,823,668 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 24,895,200 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 13,970,010 | 109,500 | SH | SOLE | 109,500 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 22,329,171 | 3,483,490 | SH | SOLE | 3,483,490 | 0 | 0 | ||
VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | 9,533,272 | 34,400 | SH | SOLE | 34,400 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 1,880,214 | 50,300 | SH | SOLE | 50,300 | 0 | 0 |