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 |
| ACM RESH INC | COM CL A | 00108J109 | 7,717,564 | 426,267 | SH | DFND | 1 | 0 | 426,267 | 0 | ||
| AEHR TEST SYS | COM | 00760J108 | 1,555,857 | 34,045 | SH | DFND | 1 | 0 | 34,045 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 58,756,982 | 677,392 | SH | DFND | 1 | 0 | 677,392 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 266,952 | 2,100 | SH | DFND | 1 | 0 | 2,100 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 1,035,906 | 34,132 | SH | DFND | 1 | 0 | 34,132 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 7,101,459 | 8,550 | SH | DFND | 1 | 0 | 8,550 | 0 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 7,804,029 | 318,272 | SH | DFND | 1 | 0 | 318,272 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 5,251,776 | 160,900 | SH | DFND | 1 | 0 | 160,900 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 2,413,328 | 158,251 | SH | DFND | 1 | 0 | 158,251 | 0 | ||
| FORMFACTOR INC | COM | 346375108 | 2,634,476 | 75,400 | SH | DFND | 1 | 0 | 75,400 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 1,612,864 | 229,100 | SH | DFND | 1 | 0 | 229,100 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 5,153,679 | 296,700 | SH | DFND | 1 | 0 | 296,700 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 808,583 | 138,456 | SH | DFND | 1 | 0 | 138,456 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 613,187 | 215,911 | SH | DFND | 1 | 0 | 215,911 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 2,880,020 | 689,000 | SH | DFND | 1 | 0 | 689,000 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 895,675 | 2,500 | SH | Call | DFND | 1 | 0 | 2,500 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 265,300 | 10,000 | SH | Call | DFND | 1 | 0 | 10,000 | 0 | |
| JOYY INC | ADS REPSTG COM A | 46591M109 | 31,132,326 | 816,907 | SH | DFND | 1 | 0 | 816,907 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 4,653,734 | 299,854 | SH | DFND | 1 | 0 | 299,854 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 3,557,870 | 99,800 | SH | DFND | 1 | 0 | 99,800 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 2,626,876 | 32,200 | SH | DFND | 1 | 0 | 32,200 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 4,454,899 | 82,300 | SH | DFND | 1 | 0 | 82,300 | 0 | ||
| MATTEL INC | COM | 577081102 | 1,795,445 | 81,500 | SH | DFND | 1 | 0 | 81,500 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 300,210 | 1,000 | SH | DFND | 1 | 0 | 1,000 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,047,744 | 44,800 | SH | DFND | 1 | 0 | 44,800 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 442,050 | 1,400 | SH | DFND | 1 | 0 | 1,400 | 0 | ||
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 4,529,547 | 174,886 | SH | DFND | 1 | 0 | 174,886 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 24,874,499 | 424,842 | SH | DFND | 1 | 0 | 424,842 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 49,150,825 | 112,993 | SH | DFND | 1 | 0 | 112,993 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 4,953,418 | 50,509 | SH | DFND | 1 | 0 | 50,509 | 0 | ||
| QORVO INC | COM | 74736K101 | 1,918,947 | 20,100 | SH | DFND | 1 | 0 | 20,100 | 0 | ||
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | 510,078 | 337,800 | SH | DFND | 1 | 0 | 337,800 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,137,400 | 5,000 | SH | Put | DFND | 1 | 0 | 5,000 | 0 | |
| SPDR SER TR | S&P REGL BKG | 78464A698 | 208,850 | 5,000 | SH | Put | DFND | 1 | 0 | 5,000 | 0 | |
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 11,604,990 | 42,320 | SH | DFND | 1 | 0 | 42,320 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,051,490 | 12,100 | SH | DFND | 1 | 0 | 12,100 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 15,609,411 | 1,713,437 | SH | DFND | 1 | 0 | 1,713,437 | 0 | ||
| TERADYNE INC | COM | 880770102 | 1,979,062 | 19,700 | SH | DFND | 1 | 0 | 19,700 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 5,615,972 | 160,594 | SH | DFND | 1 | 0 | 160,594 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 5,452,104 | 423,300 | SH | DFND | 1 | 0 | 423,300 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 724,900 | 5,000 | SH | Call | DFND | 1 | 0 | 5,000 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 43,857,490 | 2,739,381 | SH | DFND | 1 | 0 | 2,739,381 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 10,357,143 | 226,981 | SH | DFND | 1 | 0 | 226,981 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 19,778,928 | 354,970 | SH | DFND | 1 | 0 | 354,970 | 0 | ||