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 |
AGORA INC-ADR API US | ADS | 00851L103 | 67,328 | 25,600 | SH | DFND | 25,600 | 0 | 0 | ||
AIRBNB INC-CLASS A ABNB US | COM CL A | 009066101 | 32,428,548 | 238,200 | SH | DFND | 238,200 | 0 | 0 | ||
ALPHABET INC-CL C GOOG US | CAP STK CL C | 02079K107 | 11,387,144 | 80,800 | SH | DFND | 80,800 | 0 | 0 | ||
AMERICAN AIRLINES GROUP INC AAL US | COM | 02376R102 | 5,886,216 | 428,400 | SH | DFND | 428,400 | 0 | 0 | ||
BAIDU INC - SPON ADR BIDU US | SPON ADR REP A | 056752108 | 4,739,782 | 39,800 | SH | DFND | 39,800 | 0 | 0 | ||
BANK OF AMERICA CORP BAC US | COM | 060505104 | 8,037,029 | 238,700 | SH | DFND | 238,700 | 0 | 0 | ||
BILIBILI INC-SPONSORED ADR BILI US | SPONS ADS REP Z | 090040106 | 3,698,463 | 303,900 | SH | DFND | 303,900 | 0 | 0 | ||
CROWDSTRIKE HOLDINGS INC - A CRWD US | CL A | 22788C105 | 3,217,032 | 12,600 | SH | DFND | 12,600 | 0 | 0 | ||
DELTA AIR LINES INC DAL US | COM NEW | 247361702 | 4,509,783 | 112,100 | SH | DFND | 112,100 | 0 | 0 | ||
DOORDASH INC - A DASH US | CL A | 25809K105 | 8,702,320 | 88,000 | SH | DFND | 88,000 | 0 | 0 | ||
DRX DLY FTSE CHINA BULL 3X YINN US | DL FTSE BULL 3X | 25460G195 | 10,465,812 | 499,800 | SH | DFND | 499,800 | 0 | 0 | ||
ENPHASE ENERGY INC ENPH US | COM | 29355A107 | 3,924,558 | 29,700 | SH | DFND | 29,700 | 0 | 0 | ||
FULL TRUCK ALLIANCE -SPN ADR YMM US | SPONSORED ADS | 35969L108 | 5,821,805 | 830,500 | SH | DFND | 830,500 | 0 | 0 | ||
FUTU HOLDINGS LTD-ADR FUTU US | SPON ADS CL A | 36118L106 | 2,452,887 | 44,900 | SH | DFND | 44,900 | 0 | 0 | ||
GINKGO BIOWORKS HOLDINGS INC DNA US | CL A SHS | 37611X100 | 1,259,050 | 745,000 | SH | DFND | 745,000 | 0 | 0 | ||
IQIYI INC-ADR IQ US | SPONSORED ADS | 46267X108 | 1,509,872 | 309,400 | SH | DFND | 309,400 | 0 | 0 | ||
JOYY INC-ADR YY US | ADS REPSTG COM A | 46591M109 | 1,175,120 | 29,600 | SH | DFND | 29,600 | 0 | 0 | ||
KE HOLDINGS INC-ADR BEKE US | SPONSORED ADS | 482497104 | 35,165,925 | 2,169,397 | SH | DFND | 2,169,397 | 0 | 0 | ||
LIGHTINTHEBOX HOLDING-ADR | SPONSORED ADR | 53225G102 | 2,201,015 | 2,057,023 | SH | DFND | 2,057,023 | 0 | 0 | ||
LYFT INC-A LYFT US | CL A COM | 55087P104 | 4,895,734 | 326,600 | SH | DFND | 326,600 | 0 | 0 | ||
MOGU INC-ADR | SPON ADS | 608012308 | 1,316,181 | 689,100 | SH | DFND | 689,100 | 0 | 0 | ||
NEW ORIENTAL EDUCATIO-SP ADR EDU US | SPON ADR | 647581206 | 4,975,712 | 67,900 | SH | DFND | 67,900 | 0 | 0 | ||
NIKE INC -CL B NKE US | CL B | 654106103 | 2,659,965 | 24,500 | SH | DFND | 24,500 | 0 | 0 | ||
PDD HOLDINGS INC PDD US | SPONSORED ADS | 722304102 | 12,728,970 | 87,000 | SH | DFND | 87,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC-A PTON US | CL A COM | 70614W100 | 6,177,696 | 1,014,400 | SH | DFND | 1,014,400 | 0 | 0 | ||
REDFIN CORP RDFN US | COM | 75737F108 | 2,049,552 | 198,600 | SH | DFND | 198,600 | 0 | 0 | ||
ROBINHOOD MARKETS INC - A HOOD US | COM CL A | 770700102 | 36,901,410 | 2,896,500 | SH | DFND | 2,896,500 | 0 | 0 | ||
SEA LTD-ADR SE US | SPONSORD ADS | 81141R100 | 7,731,450 | 190,900 | SH | DFND | 190,900 | 0 | 0 | ||
SNAP INC - A SNAP US | CL A | 83304A106 | 35,271,962 | 2,083,400 | SH | DFND | 2,083,400 | 0 | 0 | ||
SO-YOUNG INTERNATIONAL-ADR | SPONSORED ADS | 83356Q108 | 3,957,556 | 3,067,873 | SH | DFND | 3,067,873 | 0 | 0 | ||
STAAR SURGICAL CO STAA US | COM PAR $0.01 | 852312305 | 505,602 | 16,200 | SH | DFND | 16,200 | 0 | 0 | ||
TAL EDUCATION GROUP- ADR TAL US | SPONSORED ADS | 874080104 | 9,309,573 | 737,100 | SH | DFND | 737,100 | 0 | 0 | ||
TALKSPACE INC | COM | 87427V103 | 4,908,834 | 1,932,612 | SH | DFND | 1,932,612 | 0 | 0 | ||
TESLA INC TSLA US | COM | 88160R101 | 13,318,528 | 53,600 | SH | DFND | 53,600 | 0 | 0 | ||
VANECK GOLD MINERS ETF GDX US | GOLD MINERS ETF | 92189F106 | 7,309,057 | 235,700 | SH | DFND | 235,700 | 0 | 0 | ||
VANECK JUNIOR GOLD MINERS GDXJ US | JUNIOR GOLD MINE | 92189F791 | 6,440,909 | 169,900 | SH | DFND | 169,900 | 0 | 0 | ||
VF CORP VFC US | COM | 918204108 | 8,958,200 | 476,500 | SH | DFND | 476,500 | 0 | 0 | ||
WALT DISNEY CO/THE DIS US | COM | 254687106 | 24,288,010 | 269,000 | SH | DFND | 269,000 | 0 | 0 | ||
YUNJI INC-ADR | SPON ADS | 98873N206 | 91,706 | 129,000 | SH | DFND | 129,000 | 0 | 0 | ||
ZILLOW GROUP INC - C Z US | CL C CAP STK | 98954M200 | 34,716,000 | 600,000 | SH | DFND | 600,000 | 0 | 0 |