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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPLE INC AAPL US | COM | 037833100 | 5,926 | 31,200 | SH | DFND | 31,200 | 0 | 0 | ||
| ADVANCED MICRO DEVICES AMD US | COM | 007903107 | 1,245 | 48,800 | SH | DFND | 48,800 | 0 | 0 | ||
| AMAZON.COM INC AMZN US | COM | 023135106 | 2,849 | 1,600 | SH | DFND | 1,600 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR BABA US | SPONSORED ADS | 01609W102 | 15,873 | 87,000 | SH | DFND | 87,000 | 0 | 0 | ||
| BILIBILI INC-SPONSORED ADR BILI US | SPONS ADS REP Z | 090040106 | 75,155 | 3,965,982 | SH | DFND | 3,965,982 | 0 | 0 | ||
| CHEETAH MOBILE INC - ADR CMCM US | ADR | 163075104 | 1,292 | 201,199 | SH | DFND | 201,199 | 0 | 0 | ||
| DEUTSCHE BANK AG-REGISTERED DB US | NAMEN AKT | D18190898 | 10,672 | 1,314,300 | SH | DFND | 1,314,300 | 0 | 0 | ||
| ELECTRONIC ARTS INC EA US | COM | 285512109 | 1,138 | 11,200 | SH | DFND | 11,200 | 0 | 0 | ||
| FACEBOOK INC-A FB US | CL A | 30303M102 | 5,367 | 32,200 | SH | DFND | 32,200 | 0 | 0 | ||
| FREEPORT-MCMORAN INC FCX US | CL B | 35671D857 | 1,118 | 86,700 | SH | DFND | 86,700 | 0 | 0 | ||
| L BRANDS INC LB US | COM | 501797104 | 9,413 | 341,300 | SH | DFND | 341,300 | 0 | 0 | ||
| MACY'S INC M US | COM | 55616P104 | 5,633 | 234,400 | SH | DFND | 234,400 | 0 | 0 | ||
| PINDUODUO INC-ADR PDD US | SPONSORED ADS | 722304102 | 38,078 | 1,535,410 | SH | DFND | 1,535,410 | 0 | 0 | ||
| SINA CORP SINA US | ORD | G81477104 | 3,951 | 66,700 | SH | DFND | 66,700 | 0 | 0 | ||
| TAL EDUCATION GROUP- ADR TAL US | SPONSORED ADS | 874080104 | 62,309 | 1,726,968 | SH | DFND | 1,726,968 | 0 | 0 | ||
| TESLA INC TSLA US | COM | 88160R101 | 4,366 | 15,600 | SH | DFND | 15,600 | 0 | 0 | ||
| UBS GROUP AG-REG UBS US | SHS | H42097107 | 3,892 | 321,400 | SH | DFND | 321,400 | 0 | 0 | ||
| WEIBO CORP-SPON ADR WB US | SPONSORED ADR | 948596101 | 35,148 | 567,000 | SH | DFND | 567,000 | 0 | 0 | ||
| YY INC-ADR YY US | SPONSORED ADS A | 98426T106 | 6,292 | 74,900 | SH | DFND | 74,900 | 0 | 0 | ||
| ZILLOW GROUP INC - C Z US | CL C CAP STK | 98954M200 | 2,428 | 69,900 | SH | DFND | 69,900 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC-ADR ZTO US | SPONSORED ADS A | 98980A105 | 49,378 | 2,701,222 | SH | DFND | 2,701,222 | 0 | 0 | ||
| LIGHTINTHEBOX HOLDING-ADR | SPONSORED ADR | 53225G102 | 3,426 | 2,537,855 | SH | DFND | 2,537,855 | 0 | 0 | ||
| MOGU INC-ADR | SPON ADS | 608012100 | 111,946 | 8,347,939 | SH | DFND | 8,347,939 | 0 | 0 | ||
| LAIX INC - ADR | ADS | 50736W105 | 53,460 | 5,663,164 | SH | DFND | 5,663,164 | 0 | 0 | ||
| PUXIN LTD-ADR | ADS | 74704P108 | 20,648 | 2,979,470 | SH | DFND | 2,979,470 | 0 | 0 | ||