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
ABBOTT LABS COM 002824100   2,841,272 24,998 SH   SOLE   2,841,272 0 0
ABBVIE INC COM 00287Y109   2,050,446 11,260 SH   SOLE   2,050,446 0 0
ACM RESH INC COM CL A 00108J109   18,882 648 SH   SOLE   18,882 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,859,417 17,071 SH   SOLE   3,859,417 0 0
AGORA INC ADS 00851L103   1,920,493 765,137 SH   SOLE   1,920,493 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   7,950 539 SH   SOLE   7,950 0 0
AMER SPORTS INC COM SHS G0260P102   304,581 18,686 SH   SOLE   304,581 0 0
AMPHENOL CORP NEW CL A 032095101   678,834 5,885 SH   SOLE   678,834 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   256,686 1,698 SH   SOLE   256,686 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   485,235 500 SH   SOLE   485,235 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   3,912,660 39,811 SH   SOLE   3,912,660 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   262,200 10,000 SH   SOLE   262,200 0 0
AXT INC COM 00246W103   1,441 314 SH   SOLE   1,441 0 0
BARRICK GOLD CORP COM 067901108   1,202,506 72,266 SH   SOLE   1,202,506 0 0
BEIGENE LTD SPONSORED ADR 07725L102   2,791,248 5,300 SH   SOLE   2,791,248 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   31,684,770 33,048,000 SH   SOLE   31,684,770 0 0
BILIBILI INC NOTE 1.375% 4/0 090040AB2   13,800,000 13,800,000 SH   SOLE   13,800,000 0 0
BOOKING HOLDINGS INC COM 09857L108   1,581,755 436 SH   SOLE   1,581,755 0 0
BOSTON SCIENTIFIC CORP COM 101137107   3,626,750 52,953 SH   SOLE   3,626,750 0 0
BROADCOM INC COM 11135F101   2,907,949 2,194 SH   SOLE   2,907,949 0 0
CAMTEK LTD ORD M20791105   269,404 3,216 SH   SOLE   269,404 0 0
CATERPILLAR INC COM 149123101   1,099 3 SH   SOLE   1,099 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502   429,913 10,984 SH   SOLE   429,913 0 0
COHERENT CORP COM 19247G107   23,884 394 SH   SOLE   23,884 0 0
CROCS INC COM 227046109   212,967 1,481 SH   SOLE   212,967 0 0
DANAHER CORPORATION COM 235851102   502,436 2,012 SH   SOLE   502,436 0 0
DECKERS OUTDOOR CORP COM 243537107   371,797 395 SH   SOLE   371,797 0 0
DELL TECHNOLOGIES INC CL C 24703L202   228,220 2,000 SH   SOLE   228,220 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   418,543 9,217 SH   SOLE   418,543 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   836 102 SH   SOLE   836 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,588,302 16,621 SH   SOLE   1,588,302 0 0
ELI LILLY & CO COM 532457108   2,304,317 2,962 SH   SOLE   2,304,317 0 0
ERO COPPER CORP COM 296006109   927,965 48,131 SH   SOLE   927,965 0 0
FLEX LTD ORD Y2573F102   228,880 8,000 SH   SOLE   228,880 0 0
FRONTLINE PLC COM M46528101   10,444,266 446,718 SH   SOLE   10,444,266 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   70,619,253 9,685,790 SH   SOLE   70,619,253 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,561,788 121,178 SH   SOLE   6,561,788 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   558,439 25,160 SH   SOLE   558,439 0 0
GAP INC COM 364760108   234,257 8,503 SH   SOLE   234,257 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2   8,094,240 7,000,000 SH   SOLE   8,094,240 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   632,461 11,300 SH   SOLE   632,461 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   80,260 80,000 SH   SOLE   80,260 0 0
HELLO GROUP INC ADS 423403104   372,600 60,000 SH   SOLE   372,600 0 0
HESAI GROUP SPONSORED ADS 428050108   8,637 1,707 SH   SOLE   8,637 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   248,220 14,000 SH   SOLE   248,220 0 0
ICICI BANK LIMITED ADR 45104G104   2,957,920 112,000 SH   SOLE   2,957,920 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   10,758,860 10,850,000 SH   SOLE   10,758,860 0 0
ISHARES BITCOIN TR SHS 46438F101   60,040,401 1,483,578 SH   SOLE   60,040,401 0 0
JOHNSON & JOHNSON COM 478160104   2,755,669 17,420 SH   SOLE   2,755,669 0 0
JOYY INC NOTE 1.375% 6/1 98426TAF3   491,955 500,000 SH   SOLE   491,955 0 0
JOYY INC ADS REPSTG COM A 46591M109   238,927 7,770 SH   SOLE   238,927 0 0
KE HLDGS INC SPONSORED ADS 482497104   7,866,946 550,677 SH   SOLE   7,866,946 0 0
LAS VEGAS SANDS CORP COM 517834107   760,300 14,706 SH   SOLE   760,300 0 0
LI AUTO INC SPONSORED ADS 50202M102   7,422,203 245,119 SH   SOLE   7,422,203 0 0
LULULEMON ATHLETICA INC COM 550021109   1,294,223 1,997 SH   SOLE   1,294,223 0 0
LUMENTUM HLDGS INC COM 55024U109   5,203,907 109,903 SH   SOLE   5,203,907 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   258,228 2,700 SH   SOLE   258,228 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   15,048,105 211,796 SH   SOLE   15,048,105 0 0
MCDONALDS CORP COM 580135101   902,803 3,202 SH   SOLE   902,803 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   464,850 64,473 SH   SOLE   464,850 0 0
MERCK & CO INC COM 58933Y105   2,597,171 19,683 SH   SOLE   2,597,171 0 0
MGM RESORTS INTERNATIONAL COM 552953101   629,498 13,334 SH   SOLE   629,498 0 0
MICRON TECHNOLOGY INC COM 595112103   8,615,519 73,081 SH   SOLE   8,615,519 0 0
MICROSOFT CORP COM 594918104   28,178,142 66,976 SH   SOLE   28,178,142 0 0
MICROSTRATEGY INC NOTE 2/1 594972AE1   6,838,000 5,000,000 SH   SOLE   6,838,000 0 0
MICROSTRATEGY INC NOTE 0.750%12/1 594972AC5   4,282,900 1,000,000 SH   SOLE   4,282,900 0 0
MODERNA INC COM 60770K107   520,971 4,889 SH   SOLE   520,971 0 0
MP MATERIALS CORP COM CL A 553368101   5,448 381 SH   SOLE   5,448 0 0
NETEASE INC SPONSORED ADS 64110W102   403,739 3,902 SH   SOLE   403,739 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   40,242,545 422,477 SH   SOLE   40,242,545 0 0
NOAH HLDGS LTD SPON ADS 65487X102   3,444,453 301,352 SH   SOLE   3,444,453 0 0
NOVO-NORDISK A S ADR 670100205   4,757,091 37,049 SH   SOLE   4,757,091 0 0
NVIDIA CORPORATION COM 67066G104   29,081,078 32,185 SH   SOLE   29,081,078 0 0
OKEANIS ECO TANKERS COR SHS Y64177101   2,427,510 80,944 SH   SOLE   2,427,510 0 0
ONTO INNOVATION INC COM 683344105   253,512 1,400 SH   SOLE   253,512 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   3,876,200 4,000,000 SH   SOLE   3,876,200 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   91,184,872 779,986 SH   SOLE   91,184,872 0 0
PVH CORPORATION COM 693656100   216,258 1,538 SH   SOLE   216,258 0 0
QUALCOMM INC COM 747525103   269,017 1,411 SH   SOLE   269,017 0 0
RALPH LAUREN CORP CL A 751212101   104,206 555 SH   SOLE   104,206 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,031,816 2,111 SH   SOLE   2,031,816 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   610,020 317,719 SH   SOLE   610,020 0 0
SCORPIO TANKERS INC SHS Y7542C130   3,012,898 42,109 SH   SOLE   3,012,898 0 0
SEA LTD NOTE 1.000%12/0 81141RAF7   55,208 55,000 SH   SOLE   55,208 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   536 114 SH   SOLE   536 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   367,696 4,779 SH   SOLE   367,696 0 0
SUPER MICRO COMPUTER INC COM 86800U104   278,768 224 SH   SOLE   278,768 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205   2,050,164 147,600 SH   SOLE   2,050,164 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   1,548,718 135,101 SH   SOLE   1,548,718 0 0
TECK RESOURCES LTD CL B 878742204   13,184 288 SH   SOLE   13,184 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   7,138,716 637,955 SH   SOLE   7,138,716 0 0
TESLA INC COM 88160R101   19,866,731 110,226 SH   SOLE   19,866,731 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,125,814 30,885 SH   SOLE   2,125,814 0 0
TRIP COM GROUP LTD ADS 89677Q107   15,889,540 362,031 SH   SOLE   15,889,540 0 0
TUYA INC SPONSERED ADS 90114C107   1,321,878 755,359 SH   SOLE   1,321,878 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,718,319 6,503 SH   SOLE   2,718,319 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   250,971 3,073 SH   SOLE   250,971 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   5,581,272 337,237 SH   SOLE   5,581,272 0 0
WALMART INC COM 931142103   240 4 SH   SOLE   240 0 0
WESTERN DIGITAL CORP. COM 958102105   376,684 5,520 SH   SOLE   376,684 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   2,768,625 481,500 SH   SOLE   2,768,625 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,017,551 50,954 SH   SOLE   1,017,551 0 0
YS BIOPHARMA CO LTD ORDINARY SHARES G9845F109   3,580 50,000 SH   SOLE   3,580 0 0
ZOETIS INC CL A 98978V103   463,973 2,742 SH   SOLE   463,973 0 0
ZTO EXPRESS CAYMAN INC NOTE 1.500% 9/0 98980AAB1   27,657,162 28,330,000 SH   SOLE   27,657,162 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,886,505 90,091 SH   SOLE   1,886,505 0 0