The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
AGNICO EAGLE MINES LTD | COM | 008474108 | 15,160 | 215,000 | SH | SOLE | NONE | 215,000 | 0 | 0 | |
AGORA INC | ADS | 00851L103 | 6,409 | 162,000 | SH | SOLE | NONE | 162,000 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 396 | 1,700 | SH | SOLE | NONE | 1,700 | 0 | 0 | |
COEUR MNG INC | COM NEW | 192108504 | 931 | 90,000 | SH | SOLE | NONE | 90,000 | 0 | 0 | |
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 723 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 | 11,880 | 272,800 | SH | SOLE | NONE | 272,800 | 0 | 0 | |
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 8,862 | 300,100 | SH | SOLE | NONE | 300,100 | 0 | 0 | |
PAN AMERN SILVER CORP | COM | 697900108 | 22,086 | 640,000 | SH | SOLE | NONE | 640,000 | 0 | 0 | |
SEA LTD | SPONSORED ADS | 81141R100 | 756 | 3,800 | SH | SOLE | NONE | 3,800 | 0 | 0 | |
TRIP COM GROUP LTD | ADS | 89677Q107 | 5,535 | 164,100 | SH | SOLE | NONE | 164,100 | 0 | 0 | |
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 16,209 | 450,000 | SH | SOLE | NONE | 450,000 | 0 | 0 | |
VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 17,086 | 315,000 | SH | SOLE | NONE | 315,000 | 0 | 0 | |
CALEDONIA MNG CORP PLC | SHS NEW | G1757E113 | 1,721 | 104,495 | SH | SOLE | NONE | 104,495 | 0 | 0 |