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 |
| ANSYS INC | COM | 03662Q105 | 29,440,720 | 91,573 | SH | SOLE | 91,573 | 0 | 0 | |||
| CELESTICA INC | COM | 15101Q207 | 19,546,377 | 340,945 | SH | SOLE | 340,945 | 0 | 0 | |||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 46,941,249 | 1,408,801 | SH | SOLE | 1,408,801 | 0 | 0 | |||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 49,612,560 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 50,069,539 | 1,131,515 | SH | SOLE | 1,131,515 | 0 | 0 | |||
| NETEASE INC | SPONSORED ADS | 64110W102 | 32,019,300 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 17,384,315 | 223,650 | SH | SOLE | 223,650 | 0 | 0 | |||
| NVENT ELECTRIC PLC | SHS | G6700G107 | 9,820,866 | 128,193 | SH | SOLE | 128,193 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 73,629,840 | 596,000 | SH | SOLE | 596,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 17,316,246 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 15,017,224 | 96,580 | SH | SOLE | 96,580 | 0 | 0 | |||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 16,444,497 | 1,541,190 | SH | SOLE | 1,541,190 | 0 | 0 | |||
| WINNEBAGO INDS INC | COM | 974637100 | 47,570,148 | 877,678 | SH | SOLE | 877,678 | 0 | 0 | |||