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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FUTU HLDGS LTD | $46.8M | 342069 | 19.03% |
| 2 | JOYY INC | $34.9M | 597162 | 14.19% |
| 3 | GDS HLDGS LTD | $34.4M | 853182 | 13.99% |
| 4 | PAYPAY CORP | $32.5M | 1521400 | 13.21% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | $28.8M | 85160 | 11.71% |
| 6 | NETEASE INC | $21.0M | 187971 | 8.56% |
| 7 | MICRON TECHNOLOGY INC | $16.5M | 48945 | 6.73% |
| 8 | BILIBILI INC | $9.5M | 422312 | 3.88% |
| 9 | PETROLEO BRASILEIRO S A | $9.0M | 434800 | 3.67% |
| 10 | ALIBABA GROUP HOLDING | $7.3M | 58120 | 2.97% |
| 11 | SEA LTD | $5.1M | 61700 | 2.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.