UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 360 FINANCE INC | ADR | 88557W101 | 9,770,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AMAZON.COM | SHS | 023135106 | 6,282,656 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
| ASE TECHNOLOGY HOLDING | ADR | 00215W100 | 190,268 | 34,293 | SH | SOLE | 34,293 | 0 | 0 | ||
| BHP GROUP LTD | ADR | 05545E209 | 4,935,480 | 90,450 | SH | SOLE | 90,450 | 0 | 0 | ||
| CHEGG INC | SHS | 163092109 | 3,411,900 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CHINA FUND INC | SHS | 169373107 | 427,156 | 20,254 | SH | SOLE | 20,254 | 0 | 0 | ||
| CHINA MOBILE LTD | ADR | 16942A302 | 27,035,252 | 642,791 | SH | SOLE | 642,791 | 0 | 0 | ||
| CHINA SHENHUA | ADR | 16942A302 | 15,806 | 1,890 | SH | SOLE | 1,890 | 0 | 0 | ||
| CHUNGHWA TELECOM LTD | ADR | 17133Q502 | 216,398 | 5,900 | SH | SOLE | 5,900 | 0 | 0 | ||
| GSX TECHEDU INC | ADR | 36257Y109 | 6,995,200 | 320,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| HONG KONG & CHINA GAS | ADR | 438550303 | 40,050 | 20,490 | SH | SOLE | 20,490 | 0 | 0 | ||
| HONG KONG EXCHANGES | ADR | 43858F109 | 159,208 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
| INFOSYS LTD | ADR | 456788108 | 1,536,459 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LexinFintech Holdings Ltd | Listed Option | 528877953 | 2,875 | 5,000 | PRN | Put | SOLE | 0 | 0 | 5,000 | |
| MICROSOFT CORP | SHS | 594918104 | 1,056,590 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| NETEASE INC | ADR | 64110W102 | 28,210 | 92 | SH | SOLE | 92 | 0 | 0 | ||
| NETFLIX INC | SHS | 64110L106 | 5,500,690 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| NEW FRONTIER HEALTH CORP | SHS | G6461G106 | 8,000,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NVIDIA CORP | SHS | 67066G104 | 2,588,300 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS NV | SHS | N6596X109 | 6,617,520 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| POSCO | ADR | 693483109 | 202,208 | 3,953 | SH | SOLE | 3,953 | 0 | 0 | ||
| QUDIAN INC | ADR | 747798106 | 4,308,708 | 914,800 | SH | SOLE | 914,800 | 0 | 0 | ||
| SINOPHARM GROUP CO | ADR | 82937K101 | 20,095 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
| SONY CORP | ADR | 835699307 | 7,183,552 | 105,351 | SH | SOLE | 105,351 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 448,650 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| SWIRE PACIFIC LTD | ADR | 870794302 | 43,700 | 4,700 | SH | SOLE | 4,700 | 0 | 0 | ||
| TAKEDA PHARMACEUTIC | ADR | 874060205 | 17,557,092 | 879,800 | SH | SOLE | 879,800 | 0 | 0 | ||
| TENCENT HOLDINGS LTD | ADR | 88032Q109 | 6,974,984 | 144,600 | SH | SOLE | 144,600 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADR | 89677Q107 | 2,011,963 | 59,987 | SH | SOLE | 59,987 | 0 | 0 | ||
| UNITED MICROELECTRON | ADR | 910873405 | 5,191,845 | 1,893,114 | SH | SOLE | 1,893,114 | 0 | 0 | ||
| VIPSHOP HOLDINGS LTD | ADR | 92763W103 | 5,384,600 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| VISA INC | SHS | 92826C839 | 469,750 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| WALT DISNEY CO | SHS | 254687106 | 72,315 | 500 | SH | SOLE | 500 | 0 | 0 | ||